Sr. Financial Operations Insights Associate (Remote)

At Rula, our Financial Operations team plays a key role in making sure providers can focus on care while we keep the business running smoothly. As a Sr. Financial Operations Insights Associate, you’ll focus on building the automated workflows and reporting that keep our day-to-day operations running efficiently. You’ll collaborate directly with team experts to spot bottlenecks, untangle manual processes, and design smarter, more reliable ways of working.

Responsibilities

Build automated workflows and reporting that keep day-to-day operations running efficiently; Collaborate directly with team experts to spot bottlenecks, untangle manual processes, and design smarter, more reliable ways of working; Develop deep foundational knowledge of our financial operations and apply it independently to assigned projects; Own small-scale optimization projects or key technical components of larger, cross-functional initiatives; Collaborate closely with cross-functional peers to align on scope requirements, ensuring steady, predictable progress on all data and automation tracks.

Requirements

3+ years of professional experience in data analytics, operational insights, or a role focused on leveraging technology, data, and process automation to improve business functions; High proficiency in Google Sheets or Excel, with strong skills in data cleaning, merging, analysis, and applying standard statistical methods across multiple sources (e.g., Salesforce, Redshift, EHR); Proficiency in SQL combined with a strong critical-thinking framework for investigating data, pressure-testing outputs, conducting UAT, and troubleshooting pipeline or logic issues; Proven ability to unpack operational workflows, understand underlying business needs, and independently translate them into clear technical outcomes.

Nice to have

Foundational knowledge of Python for basic scripting, data manipulation, or automating repetitive tasks; Experience collaborating directly with Subject Matter Experts (SMEs) to map operational processes and untangle manual bottlenecks across platforms like Salesforce and Zendesk; Familiarity with financial, transactional, or billing datasets (e.g., accounts receivable, collections, throughput metrics); Ability to build well-structured reports and clearly explain what the data means so operational leads can make fast, informed decisions.

Benefits

100% remote work environment; Attractive pay and benefits; Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA; 401(k) plan access; Generous time-off policies including 2 company-wide shutdown weeks each year for self-care; Paid parental leave; Employee Assistance Program (EAP); Quarterly department stipend; Community and employee resource groups; Home office stipend; Wellness at Rula program