Financial Analyst, Customer Insights

Are you interested in harnessing technology and AI to transform healthcare?

At XiFin , we believe a healthier, more efficient healthcare system starts with strong financial and operational foundations. Our innovative technologies help diagnostic providers, laboratories, and healthcare systems manage complexity, drive better outcomes, and stay focused on what matters most: patient care.

We're on a mission to simplify the business side of healthcare-and we know that mission takes people from all backgrounds and experiences. Whether you're early in your career or bringing years of expertise, we welcome your perspective, your curiosity, and your passion. We value individuals who ask questions, challenge the status quo, and want to grow while making a real difference.

About the Role

The Financial Analyst, Customer Insights plays a critical role in helping customers maximize the value of XiFin's financial platform. This position sits within the Finance team and focuses on analyzing customer financial data, delivering actionable insights, and educating customers on how to effectively use XiFin's analytics, reporting tools, and financial workflows. This role blends strong financial acumen with customer engagement, requiring the ability to interpret financial data, identify trends, and translate insights into clear, practical guidance for customers. You will partner closely with internal analytics and customer success teams to support customer performance and drive adoption of XiFin's financial capabilities.


This position will be located at our offices in San Diego, CA.

This position is not eligible for employment sponsorship now or in the future. Applicants must have current and ongoing authorization to work in the United States.

How you will make an impact:

In this role, you'll be responsible for:


Customer Analytics & Insights

• Drive customer enablement through training on reporting and self-service dashboards
• Analyze customer data to identify trends and opportunities
  Deliver insights through reports and dashboards
• Partner with internal customer teams to improve customer results and satisfaction

Customer Education & Enablement

• Train customers on platform analytics and reporting tools
• Simplify complex financial concepts for non-finance users

Reporting & Data Support

• Compile and validate reporting data
• Generate recurring and ad hoc reports

Financial Operations Support

• Assist with billing, reporting, and audit support

Analyze fee schedules and financial benchmarks

What you will bring to the team:

We're looking for someone with a strong customer mindset and the ability to translate financial concepts to a non-financial audience. You might be a great fit if you:

• Strong financial acumen
• Ability to communicate complex data clearly
• Customer-focused mindset with empathy
• Detail-oriented with strong analytical thinking

Skills and experience you have:

You don't need to check every box. We will consider a combination of education and experience, including:

• Bachelor's degree in Finance, Accounting, Business, or related field
• 5+ years of experience in finance, analytics, or operations
• Advanced Excel skills
• Familiarity with EmpowerRCM and reporting tools
• Demonstrated expertise with SQL, Tableau, or BI tools
• Ability to apply AI tools to improve the customer experience
• Demonstrated in-depth FP&A processes knowledge

Why XiFin?

We're more than just a healthcare technology company-we're a team that cares about people.
Here's a glimpse at what we offer:

• Comprehensive health benefits including medical, dental, vision, and telehealth
• 401(k) with company match and personalized financial coaching to support your financial future
• Health Savings Account (HSA) with company contributions
• Wellness incentives that reward your preventative healthcare activities
• Tuition assistance to support your education and growth
• Flexible time off and company-paid holidays
• Social and fun events to build community at our locations!

Pay Transparency

At XiFin, we believe in pay transparency and fairness. The expected annual salary range for this role is: $82,000.00-$90,000.00


Depending on your qualifications, you may be considered for either an Associate Specialist or Specialist title. Final compensation will be determined during the selection process and may vary based on experience, skills, and geographic location.

Accessibility & Accommodations

We're committed to providing an inclusive and accessible experience for all applicants. If you need a reasonable accommodation during the application process, please contact us at View phone number on click.appcast.io.

Equal Opportunity Employer

XiFin is proud to be an equal opportunity employer. We value diverse voices and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity, sexual orientation, disability, age, veteran status or any other basis protected by law.

Ready to apply?
We'd love to hear from you-even if you're not sure you meet every qualification. If you're excited about the role and believe you can contribute to our team, please apply. Let's build something meaningful together.