Position Summary

The Senior Data / BI Analyst reports to the Data & Analytics Manager and supports reporting, business intelligence, and financial analysis across the organization. This role maintains and enhances existing reporting solutions while developing data models, Power BI dashboards, and automated workflows that improve data accessibility, accuracy, and efficiency. In partnership with Finance, the analyst develops automated data loads, validates financial reporting, investigates discrepancies and performance variances, and responds to ad hoc analytical requests. The successful candidate combines strong technical data skills with financial acumen, strong analytical skills, and the ability to translate business needs into reliable, actionable reporting for corporate leadership and practice-level stakeholders.

Key Responsibilities

Business intelligence and reporting (Data & Analytics)

• Independently maintain, troubleshoot, and enhance assigned Power BI dashboards and recurring reports, ensuring accuracy, reliability, and alignment with business needs.


• Write, maintain, and troubleshoot SQL queries to retrieve, join, aggregate, and analyze data across multiple sources.


• Manage assigned reporting solutions throughout their lifecycle, from gathering requirements and developing solutions to validating results, implementing enhancements, and supporting ongoing use.


• Create and deliver weekly and monthly operations reporting.


• Support Data & Analytics Manager with data discovery, metric creation, and reporting needs for platform-wide reporting suite.

Financial Support & Analysis (Finance)

• Build and maintain Power BI dashboards for financial, operational and provider performance.


• Design data models that join GL, payroll (UKG), revenue cycle, and practice operations data.


• Write and tune SQL against the ERP (Great Plains) and other source systems.


• Validate every dashboard against the GL and Financial Workbook; document data sources and tie-outs.

Ad-Hoc Analysis

• Support executive-level management with metric delivery and reporting validation


• Maintain a broad understanding of entire data scope to provide next level analysis


• Create, own, and deliver new reporting requests on cadence as requested

Automation and data quality

• Automate recurring Excel and Jet Reports processes into repeatable data pipelines.


• Find and fix data quality issues at the source, with Accounting and RCM.


• Train finance and operations users on self-serve dashboards.

Qualifications

Required

• Bachelor's degree in Data Analytics, Finance, Accounting, Economics, Information Systems or a related field.


• Approximately 3–5 years of relevant experience in data analytics, business intelligence, reporting, or a related analytical role.


• Advanced Excel (lookups, pivot tables, nested functions, and Power Query exposure. Ability to understand GL and reconcile with dashboards/reporting.


• Hands-on Power BI (or similar) experience, including independently developing and modifying dashboards, data models, measures, and report layouts.


• Proficiency in SQL, including joins, aggregations, multi-table queries, and investigating data discrepancies.


• Ability to manage routine responsibilities independently and collaborate with cross-functional stakeholders on larger initiatives.


• Experience communicating analytical findings to both technical and nontechnical audiences.

Preferred

• 2+ years in FP&A, financial analysis, or data analytics/BI, with at least 2 years building Power BI (or similar) reports.


• Healthcare services, physician practice management, or ASC experience; familiarity with Revenue Cycle data and workflows.


• Experience with Mod Med, Great Plains, Jet Reports, UKG or similar systems.


• Python, Microsoft Fabric / data warehouse experience, or AI and automation tools.


• Private equity–backed or multi-entity environment.