Financial Data Analyst

New England Life Care

Financial Data Analyst transforms complex financial and operational data into actionable insights. Role requires collaboration on AI-assisted analytics to support strategic decision-making.

Posted 5/20/2026full-timeWoburn • Maine, Massachusetts, New Hampshire • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $104,000 per yearWebsite

About the role

Key responsibilities & impact

Collect, clean, and analyze financial and operational data from multiple internal systems; use AI-assisted tools (including Claude) to accelerate data validation, anomaly detection, and cross-source reconciliation
Develop and maintain advanced financial and operational models in Excel — as a designer, not just a user — and leverage Power BI for visualization and Power Query for automated data transformation
Build and maintain Power Automate workflows to reduce manual reporting steps, automate data refreshes, and improve operational efficiency across finance functions
Actively use Claude and other AI tools to generate analytical narratives, draft variance explanations, and identify trends that inform strategic recommendations
Champion AI adoption within the organization by training colleagues, sharing practical use cases, and developing repeatable AI-assisted workflows that teams can adopt
Serve as an active participant in NELC’s AI governance framework — contributing to the development of responsible use standards, data policies, and compliance guidelines for AI tools in a healthcare environment
Contribute to the annual budgeting and quarterly forecasting processes, ensuring alignment with organizational goals and leveraging AI tools to improve accuracy and speed
Analyze monthly financial results and trends to deliver actionable insights and strategic recommendations to senior management
Identify trends, variances, and anomalies and communicate findings proactively to stakeholders, using AI-generated summaries and dashboards where applicable
Structure and analyze large, complex data sets to uncover patterns, trends, and business opportunities
Perform routine data quality checks and reconciliations to ensure consistency across data, reporting, and outcomes
Collaborate with internal and external stakeholders to gather requirements, validate data, and ensure accuracy in reporting
Create clear and compelling presentations and reports based on analytical findings and recommendations
Design, maintain, and enhance dashboards and visualizations that communicate key metrics across the organization
Maintain knowledge of applicable regulations and policies, including healthcare finance, reimbursement models, and HIPAA requirements as they relate to data and AI use

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field; Master’s degree a plus
2–4 years of experience in financial analysis, data analytics, or a similar role; healthcare industry experience preferred
Demonstrated experience using AI tools (e.g., Claude, Microsoft Copilot, or equivalent) in a professional analytics or finance context
Proficiency with Microsoft Power Query and Power Automate for data pipeline and workflow automation
Familiarity with healthcare finance, reimbursement models, or regulatory compliance is a plus

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Generous employer-matched 403b savings program
Company paid: Life insurance, Short- and long-term disability insurance
Paid time off
And much more!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisdata analyticsdata validationanomaly detectiondata transformationbudgetingforecastingdata quality checksdata reconciliationdashboard design

Soft Skills

communicationcollaborationtrainingstrategic thinkingproblem-solvinganalytical thinkingpresentation skillsstakeholder engagementproactive communicationchampioning AI adoption

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsBachelor’s degree in Business AnalyticsBachelor’s degree in Data AnalyticsMaster’s degree in related field