Financial Data Analyst, Account Management
Core
Translate complex pharmacy benefit data into actionable financial insights for clients and serve as a strategic bridge between account management and data teams.
Role type
Senior Financial Data Analyst (Account Management)
Builds
Client financial reports, plan design recommendations, and data-driven attrition mitigation strategies.
Domain
Healthcare / Pharmacy Benefit Management (PBM)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Pharmacy benefits domain expertise (AWP, NADAC, rebates, formulary modeling), data analysis, financial underwriting, data visualization (Looker, Tableau, PowerBI), advanced Excel, executive communication
Preferred skills
Actuarial support experience, coaching/mentoring, product gap identification
Technologies
Looker, Tableau, PowerBI, Excel
Responsibilities
Conduct deep-dive data research and root-cause analysis for complex client scenarios; Partner with account teams to identify cost drivers and recommend plan design changes; Interpret pharmacy claims data and rebate projections for client presentations; Oversee integrity of client-facing financial reports; Collaborate with technical teams to improve automated reporting tools; Assess financial data for client attrition risk; Mentor Account Managers on data interpretation and presentation.
Seniority
Senior, hands-on IC
