Note: The job is a remote job and is open to candidates in USA. Cedar is a healthcare technology company focused on using data science, product design, and personalization to make healthcare more affordable and accessible. The Sr. Data Analyst, Finance will own client billing data and infrastructure, build finance self-service and AI-enabled tooling, and identify and remediate revenue leakage while partnering with Data Engineering and other stakeholders.
Responsibilities
- Transition billing operational tasks from Data Engineering to Finance, per the Client Billing Operating Model:
- Own monthly reconciliations, with DE providing support only for technical defects
- Lead billing investigations; escalate to DE only for system-level issues
- Define and maintain payment attribution codes (business taxonomy, not engineering)
- Determine bill eligibility per Finance policy
- Monitor billing KPIs (credit memos, leakage, unbilled revenue, Stripe/PayPal/PayZen fees)
- Serve as Finance’s first line of response for client billing support questions
- Conduct impact analyses of billing logic changes and communicate downstream effects to Finance leadership
- Proactively identify discrepancies, fee calculation errors, and revenue gaps before they reach clients
- Map data sources, identify inconsistencies, and support lightweight data governance practices
- Build Finance reports leveraging the semantic layer maintained by Data Engineering
- Build and maintain BI dashboards and reports for Finance and cross-functional stakeholders
- Automate manual Finance data tasks using SQL, Snowflake, and scripting
- Train Finance team members on Looker, SQL, and reporting tools to reduce DE dependency
- Champion AI tool adoption within Finance (e.g., payment attribution automation, anomaly detection)
- Establish Looker standards and documentation to ensure consistent metric definitions
- Audit billing filters to surface and quantify unbilled revenue across the client base
- Reduce monthly leakage from pass-through costs through improved monitoring and root-cause analysis
- Analyze and reduce credit memo frequency (52 issued in 2024, 54 in 2025) by identifying systemic overbilling causes
- Partner with Revenue Lead to validate billing outputs and catch anomalies before month-end close
- Support Billing 2.0 UAT to ensure data accuracy and operational readiness for the new system
Skills
- 3-5 years in financial analytics, revenue operations, or billing operations in a SaaS or fintech environment
- Advanced SQL and data querying skills (Snowflake preferred)
- Experience with BI tools (Looker or Omni preferred)
- Demonstrated ability to own end-to-end billing or reconciliation workflows
- Strong cross-functional communication skills — able to translate between business and technical teams
- Experience identifying and quantifying revenue leakage or billing discrepancies
- Familiarity with NetSuite or similar ERP configuration
- Experience with payment platforms (Stripe, PayPal, or similar)
- Exposure to AI/ML tooling for workflow automation
- Background working alongside Data Engineering in a transitioning ownership model
- Healthcare or healthcare payments experience a plus
Benefits
- This role is also equity eligible
- Most roles have flexibility to work from home or in the office, depending on what works best for you
- For exempt employees: Unlimited PTO for vacation, sick and mental health days–we encourage everyone to take at least 20 days of vacation per year
- 16 weeks paid parental leave with health benefits for all parents, plus flexible re-entry schedules for returning to work
- Diversity initiatives that encourage Cedarians to bring their whole selves to work, including three employee resource groups: be@cedar (for BIPOC-identifying Cedarians and their allies), Pridecones (for LGBTQIA+ Cedarians and their allies) and Cedar Women+ (for female-identifying Cedarians)
- Equity (for qualifying roles), and health benefits, including fertility & adoption assistance, that start on the first of the month following your start date (or on your start date if your start date coincides with the first of the month)
- Cedar matches 100% of your 401(k) contributions, up to 3% of your annual compensation
- Access to hands-on mentorship, employee and management coaching, and a team discretionary budget for learning and development resources to help you grow both professionally and personally
Company Overview