We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.
We are seeking a detail-oriented and analytical Mid-Level Financial Analyst to join our team. This role will play a critical part in supporting data-driven decision-making by partnering closely with Senior Engineering Leadership to analyze key operational data and develop insightful Power BI reports. The ideal candidate will have strong analytical skills, experience with data visualization, and the ability to translate complex data into actionable insights.
In this role you will wear many hats, but your knowledge will be essential in the following:
- Collaborate with Senior Engineering Leadership to understand business needs and reporting requirements.
- Analyze and interpret data related to personnel spend, vendor spend, project costs, and quality metrics.
- Design, develop, and maintain Power BI dashboards and reports to support strategic and operational decision-making.
- Gather and document business and technical requirements for reporting and analytics initiatives.
- Perform data validation and ensure data accuracy and integrity across reporting solutions.
- Identify trends, patterns, and insights from data to support continuous improvement efforts.
- Facilitate meetings and presentations to communicate findings and recommendations to stakeholders.
- Support project planning and execution by providing analytical insights and performance tracking.
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Qualifications:
In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:
- Bachelor’s degree in Business Administration, Information Systems, Data Analytics, or a related field.
- 3–5 years of experience as a Financial Analyst or in a similar analytical role.
- Proficiency in Power BI, Excel, and SQL for data analysis and visualization.
- Strong understanding of financial and operational metrics, especially in areas such as personnel and vendor spend.
- Experience working with cross-functional teams, including engineering and finance.
- Excellent communication and interpersonal skills.
- Ability to manage multiple priorities in a fast-paced environment
You also take pride in offering the following Core Skills, Competencies, and Characteristics:
- Experience in [industry-specific experience, e.g., technology, engineering, or manufacturing].
- Familiarity with Agile or Scrum methodologies.
- Certification such as CBAP, CCBA, or PMI-PBA is a plus.
No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!
Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.
We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.
