Sr. Data Analyst, Finance

Our healthcare system is the leading cause of personal bankruptcy in the U.S. Every year, over 50 million Americans suffer adverse financial consequences as a result of seeking care, from lower credit scores to garnished wages. The challenge is only getting worse, as high deductible health plans are the fastest growing plan design in the U.S. Cedar’s mission is to leverage data science, smart product design and personalization to make healthcare more affordable and accessible. Today, healthcare providers still engage with its consumers in a “one-size-fits-all” approach; and Cedar is excited to leverage consumer best practices to deliver a superior experience. The Role This person will report to the Sr Manager, Billing & Revenue Accounting and work cross-functionally with Data Engineering and other key stakeholders. They will own the client billing data that Data Engineering historically held, freeing engineering to focus on platform and infrastructure. The desired outcome of this role is to allow for finance to: - Have a robust and efficient data pipelines that ensure data accuracy - Have a system in place that will support the scalability of the business - Have a system in place that could potentially connect to a new billing system in the future Detailed Full-Scope Job duties: - Client Billing Data Ownership & Infrastructure (50%) - 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 - Finance Self-Service & AI-Enabled Tooling (30%) - 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 - Revenue Integrity & Leakage Remediation (20%) - 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 Qualifications Required - 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 Preferred - 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 Compensation Range and Benefits - Salary Range* in CA, NY, NJ, CT: $110,500 - $130,000 - Salary Range* NOT in CA, NY, NJ, CT: $99,500 - $117,050 - This role is also equity eligible - This role offers a competitive benefits and wellness package - Please note that we are unable to offer sponsorship for this position *Subject to location, experience, and education #LI-REMOTE What do we offer to the ideal candidate? - A chance to improve the U.S. healthcare system at a high-growth company! Our leading healthcare financial platform is scaling rapidly, helping millions of patients per year - Unless stated otherwise, 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 to ensure dedicated time to spend with loved ones, explore, rest and recharge - 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) - Competitive pay, 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 About us Cedar was co-founded by Florian Otto and Arel Lidow in 2016 after a negative medical billing experience inspired them to help improve our healthcare system. With a commitment to solving billing and patient experience issues, Cedar has become a leading healthcare technology company fueled by remarkable growth. "Over the past several years, we've raised more than $350 million in funding & have the active support of Thrive and Andreessen Horowitz (a16z). As of November 2024, Cedar is engaging with 26 million patients annually and is on target to process $3.5 billion in patient payments annually. Cedar partners with more than 55 leading healthcare providers and payers including Highmark Inc., Allegheny Health Network, Novant Health, Allina Health and Providence.