Financial Data Analyst

Financial Data Analyst

New England Life Care currently has an opening for a Financial Data Analyst. This position typically works Monday through Friday from 8:00am until 5:00pm. Although classified as a remote position, occasional travel is required to a branch location. The ideal candidate for this role will have working knowledge of AI analytics and BI dashboard; audit AI-driven systems and ensure regulatory compliance; and be able to speak to how they have used AI to strengthen forecasts, variance analysis, and reporting in previous roles.

Although this is a remote position, we are only hiring in the following states: Massachusetts, New Hampshire, and Maine.

Financial and Data Analysts at New England Life Care transform complex financial and operational data into actionable insights that support strategic decision-making while ensuring the accuracy and integrity of all reporting. Candidates in this role are expected to be active practitioners and champions of AI-assisted analytics — leveraging tools such as Claude, Microsoft Power Query, and Power Automate to drive automation, efficiency, and data quality. Beyond their own work, they play a key role in advancing NELC's broader AI adoption and participate directly in the organization's AI governance framework. They collaborate with stakeholders across the organization to understand business needs, design analytical solutions, and lead efforts in data collection, reporting, and visualization.

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Generous employer-matched 403b savings program
• Company paid: Life insurance, Short- and long-term disability insurance
• Paid time off
• And much more!

Primary Responsibilities:

• Collect, clean, and analyze financial and operational data from multiple internal systems; use AI-assisted tools (including Claude) to accelerate data validation, anomaly detection, and cross-source reconciliation
• Develop and maintain advanced financial and operational models in Excel — as a designer, not just a user — and leverage Power BI for visualization and Power Query for automated data transformation
• Build and maintain Power Automate workflows to reduce manual reporting steps, automate data refreshes, and improve operational efficiency across finance functions
• Actively use Claude and other AI tools to generate analytical narratives, draft variance explanations, and identify trends that inform strategic recommendations
• Champion AI adoption within the organization by training colleagues, sharing practical use cases, and developing repeatable AI-assisted workflows that teams can adopt
• Serve as an active participant in NELC's AI governance framework — contributing to the development of responsible use standards, data policies, and compliance guidelines for AI tools in a healthcare environment
• Contribute to the annual budgeting and quarterly forecasting processes, ensuring alignment with organizational goals and leveraging AI tools to improve accuracy and speed
• Analyze monthly financial results and trends to deliver actionable insights and strategic recommendations to senior management
• Identify trends, variances, and anomalies and communicate findings proactively to stakeholders, using AI-generated summaries and dashboards where applicable
• Structure and analyze large, complex data sets to uncover patterns, trends, and business opportunities
• Perform routine data quality checks and reconciliations to ensure consistency across data, reporting, and outcomes
• Collaborate with internal and external stakeholders to gather requirements, validate data, and ensure accuracy in reporting
• Create clear and compelling presentations and reports based on analytical findings and recommendations
• Design, maintain, and enhance dashboards and visualizations that communicate key metrics across the organization
• Maintain knowledge of applicable regulations and policies, including healthcare finance, reimbursement models, and HIPAA requirements as they relate to data and AI use

Educational and Professional Requirements:

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field; Master's degree a plus
• 2–4 years of experience in financial analysis, data analytics, or a similar role; healthcare industry experience preferred
• Demonstrated experience using AI tools (e.g., Claude, Microsoft Copilot, or equivalent) in a professional analytics or finance context
• Proficiency with Microsoft Power Query and Power Automate for data pipeline and workflow automation
• Familiarity with healthcare finance, reimbursement models, or regulatory compliance is a plus

Preferred Skills:

• High level of mathematical and analytic ability
• High-level problem-solving skills
• A methodical and logical approach to data and process challenges
• Advanced proficiency in Microsoft Excel (design and modeling, not just data entry)
• Proficient with Microsoft Office suite and Power Platform tools (Power BI, Power Query, Power Automate)
• Practical experience with AI-assisted analytics tools and the ability to prompt, evaluate, and integrate AI outputs responsibly
• Excellent interpersonal, written, and verbal communication skills

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

New England Life Care is committed to the responsible adoption of AI across its operations. This role is expected to be an active contributor — not a passive observer — to NELC's AI governance process. That includes helping to define acceptable use guidelines, evaluating tools for HIPAA compliance, flagging potential data risks, and serving as a trusted resource for colleagues adopting AI in their own workflows. Candidates should bring both enthusiasm for AI's potential and a clear-eyed understanding of its limitations.

EOE