Senior Financial Operations Insights Associate

Rula

Financial Operations Insights Associate developing automated workflows and reporting to support mental healthcare access. Collaborating with experts to optimize operational processes and improve efficiency.

Posted 7/22/2026full-timeRemote • Hawaii • 🇺🇸 United StatesSenior💰 $111,520 - $124,640 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analytics and operational insights, with a strong focus on leveraging technology and process automation to enhance business functions. Proficient in SQL and advanced data manipulation using Google Sheets or Excel, with a proven ability to translate operational workflows into technical solutions.

Highest-signal resume keywords

Data AnalyticsSQL ProficiencyGoogle SheetsOperational InsightsProcess Automation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data CleaningData MergingData AnalysisStatistical MethodsUATTroubleshootingCritical Thinking

Soft Skills

CollaborationProblem Solving

Tools & Technologies

SalesforceRedshiftEHR

Industry Keywords

Financial OperationsCross-Functional InitiativesOperational Workflows

Tech Stack

Tools & technologies

Amazon RedshiftSQL

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

100% remote work environment: Working hours to support a healthy work-life balance, ensuring you can meet both professional and personal commitments (must be based in United States, currently not hiring in Hawaii)
Attractive pay and benefits: Full transparency of pay ranges regardless of where you live in the United States
Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA
401(k) plan access: Start saving for your future
Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care (for most employees)
Paid parental leave: Available for all parents, including birthing, non-birthing, adopting, and fostering
Employee Assistance Program (EAP): Supporting your mental and physical health
Quarterly department stipend: Fun team-building activities or in-person gatherings
Community and employee resource groups: Participate in groups that celebrate employee identity and lived experiences, fostering a sense of community and belonging for all
Home office stipend: New hire home office stipend & $50 monthly stipend to help cover internet or cell phone expenses
Wellness at Rula program: Year-round wellness initiatives and a $50/month wellness stipend