Operations Project Coordinator (Finance/ Revenue)

Job Description

Job Description

Intiva Health is looking for a Business Intelligence Analyst to join our team in our Austin office. The Business Intelligence Analyst will capture, review data, and report on any trends and patterns shown.  Once the results are analyzed, the Business Intelligence Analyst will recommend actions that the company should take to meet their goals.

The ideal candidate will be motivated, dependable, team-oriented, and driven to produce quality work. They will have experience managing reports for stakeholders across all business functions, including marketing, product, technology, and operations.

Responsibilities: 

• Business intelligence – Generate information and reports from a variety of sources, including the company's data, any industry information available and public data.  Analyze the marketing strategy by reviewing any related products, markets or trends known. Use data and any tools available to report results to potential customers.
• Collecting and organizing information from various sources such as CRM, payment processors, POs, and sales histories to identify KPIs across all businesses
• Conduct interviews with Directors and VPs to identify areas of improvement
• Identify and solve problems in various specialized areas
• Use statistical methods (KPIs) to analyze information and develop solutions to business problems
• Develop and deliver reports to leadership team members with findings and recommendations
• Work with the leadership team to conduct a review of key areas including but not limited to: financials, sales and marketing, investor relations, supply chain, tech stack, vendor relations, and legal
• Manage key projects as determined by analysis

Duties and Responsibilities:

• Collecting and organizing information from various sources such as CRM, payment processors, POs, and sales histories to identify KPIs across all businesses
• Conduct interviews with Directors and VPs to identify areas of improvement
• Identify and solve problems in various specialized areas
• Use statistical methods (KPIs) to analyze information and develop solutions to business problems
• Develop and deliver reports to leadership team members with findings and recommendations
• Work with the leadership team to conduct a review of key areas including but not limited to: financials, sales and marketing, investor relations, supply chain, tech stack, vendor relations, and legal
• Manage key projects as determined by analysis

Min. Requirements: 

• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite or related software
• Ability to collect and compile relevant data
• Strong business analytical skills
• Work well independently and as part of a team
• Thorough understanding of the company's business process
• BA in finance/business/ accounting / marketing / healthcare admin

Preferred Candidate requirements: 

• Master’s degree

• 2-3 years healthcare, financial institution, tech or similar fast paced environments

• Advanced expertise in Excel and proficiency in CRM, Google Suite, project management tools, general business applications

• Self-starter who is able to manage multiple projects with limited supervision 

• Strong problem solving skills with mathematical aptitude

Benefits and Perks:

• Competitive salary + ESOP bonus
• 401K Up to 4% matching
• 100% paid medical, dental, and vision insurance. Dependents are 100% covered too!
• 6 Weeks PTO

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