FinThrive
Senior Business Intelligence Analyst
FinThrive, Plano, Texas, us, 75086
About the Role
Impact you will make
As the Senior Business Intelligence Analyst, you will play a critical role in driving strategic decision-making by leveraging data from multiple sources to provide actionable insights. Your analysis will directly support field sales and leadership across various departments in shaping the strategy, guiding key initiatives, and enhancing sales performance. In close partnership with teams across marketing, finance, product, and the Commercial department, you'll help uncover market trends, identify growth opportunities, and enhance understanding of the FinThrive portfolio's reach. By leading data and analytics initiatives focused on sales operations, you will be instrumental in optimizing overall commercial go-to-market efforts.
What you will do
Data Analysis & Insight Generation
Aggregate, analyze, and interpret sales performance data from multiple sources to produce accurate, actionable insights for Commercial leadership and sellers (including Market Development Team and Solution Consulting & Enablement).
Create, maintain, and refine key performance metrics and dashboards using Microsoft Power BI, Excel, and other analytics tools to support sales and performance improvement goals.
Leverage historical data and trends to forecast future growth, identify potential risks, and support proactive course-correction measures.
Support Strategic Decision-Making
Provide timely insights and data-driven recommendations for territory planning, compensation structure, and enablement initiatives, contributing to the achievement of monthly, quarterly, and annual targets.
Collaborate with Solutions Consulting & Enablement, Market Development Team, and Sales teams to provide performance trends and analysis that highlight growth opportunities.
Data Integrity & Quality Assurance
Ensure data accuracy and consistency across all sales data sources, implementing QA processes to maintain high data integrity. Work with the Director of Sales Operations to establish a standard operating procedure for regularly scheduled data hygiene checks across key commercial data.
Document, structure, and manage data updates within platforms such as Salesforce, Excel, and Power BI, adhering to privacy and security protocols.
Cross-Functional Collaboration
Work with key stakeholders across departments (e.g., finance, product, marketing, customer success) to develop cross-functional data programs that enhance strategic initiatives.
Support M&A integration activities by consolidating and analyzing data from newly acquired sources, ensuring seamless reporting integration.
Process Optimization & Automation
Identify and implement opportunities for process improvements and automation in data reporting, making insights more accessible and actionable for sales leaders.
Develop prescriptive analyses and data "doses" (daily, weekly, monthly, quarterly) that are easily consumable and support proactive sales efforts.
Documentation & Presentation
Assist in preparing data and insights for executive-level presentations, such as, but not limited to Weekly Commercial Sales Meetings, Monthly Business Reviews, Quarterly Business Reviews, ELT/SLT meetings, and Board of Director meetings.
Document business requirements and translate them into functional solutions within Salesforce and other analytics tools.
What you will bring
3+ years of experience in revenue operations, finance, data analysis, business intelligence, or a similar role, with a track record of supporting business operations at scale
3+ years working specifically in Sales, Marketing or Commercial Operations
Proficiency in Power BI, Microsoft Excel, and Salesforce.com
Basic to advanced SQL and data modeling skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent communication skills for both cross-functional collaboration and data presentation
Ability to adapt to a dynamic, fast-paced environment and contribute proactively to evolving business needs
What we would like to see
Bachelor's degree in data science, Mathematics, Business Intelligence, Finance, or a related field
Experience with AI and machine learning in analytics is a plus
About FinThrive
FinThrive is advancing the healthcare economy. For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com/why-finthrive.
Award-winning Culture of Customer-centricity and Reliability
At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at https://finthrive.com/careers#culture.
Our Perks and Benefits
FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com/careers-benefits.
FinThrive's Core Values and Expectations
Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
Physical Demands The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of EEO FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.
FinThrive Privacy Notice for California Resident Job Candidates
Know Your Rights Pay Transparency Notice
FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations. 2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO
finthrive.com | FinThrive Careers | FinThrive Benefits & Perks | Physical Demands
Impact you will make
As the Senior Business Intelligence Analyst, you will play a critical role in driving strategic decision-making by leveraging data from multiple sources to provide actionable insights. Your analysis will directly support field sales and leadership across various departments in shaping the strategy, guiding key initiatives, and enhancing sales performance. In close partnership with teams across marketing, finance, product, and the Commercial department, you'll help uncover market trends, identify growth opportunities, and enhance understanding of the FinThrive portfolio's reach. By leading data and analytics initiatives focused on sales operations, you will be instrumental in optimizing overall commercial go-to-market efforts.
What you will do
Data Analysis & Insight Generation
Aggregate, analyze, and interpret sales performance data from multiple sources to produce accurate, actionable insights for Commercial leadership and sellers (including Market Development Team and Solution Consulting & Enablement).
Create, maintain, and refine key performance metrics and dashboards using Microsoft Power BI, Excel, and other analytics tools to support sales and performance improvement goals.
Leverage historical data and trends to forecast future growth, identify potential risks, and support proactive course-correction measures.
Support Strategic Decision-Making
Provide timely insights and data-driven recommendations for territory planning, compensation structure, and enablement initiatives, contributing to the achievement of monthly, quarterly, and annual targets.
Collaborate with Solutions Consulting & Enablement, Market Development Team, and Sales teams to provide performance trends and analysis that highlight growth opportunities.
Data Integrity & Quality Assurance
Ensure data accuracy and consistency across all sales data sources, implementing QA processes to maintain high data integrity. Work with the Director of Sales Operations to establish a standard operating procedure for regularly scheduled data hygiene checks across key commercial data.
Document, structure, and manage data updates within platforms such as Salesforce, Excel, and Power BI, adhering to privacy and security protocols.
Cross-Functional Collaboration
Work with key stakeholders across departments (e.g., finance, product, marketing, customer success) to develop cross-functional data programs that enhance strategic initiatives.
Support M&A integration activities by consolidating and analyzing data from newly acquired sources, ensuring seamless reporting integration.
Process Optimization & Automation
Identify and implement opportunities for process improvements and automation in data reporting, making insights more accessible and actionable for sales leaders.
Develop prescriptive analyses and data "doses" (daily, weekly, monthly, quarterly) that are easily consumable and support proactive sales efforts.
Documentation & Presentation
Assist in preparing data and insights for executive-level presentations, such as, but not limited to Weekly Commercial Sales Meetings, Monthly Business Reviews, Quarterly Business Reviews, ELT/SLT meetings, and Board of Director meetings.
Document business requirements and translate them into functional solutions within Salesforce and other analytics tools.
What you will bring
3+ years of experience in revenue operations, finance, data analysis, business intelligence, or a similar role, with a track record of supporting business operations at scale
3+ years working specifically in Sales, Marketing or Commercial Operations
Proficiency in Power BI, Microsoft Excel, and Salesforce.com
Basic to advanced SQL and data modeling skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent communication skills for both cross-functional collaboration and data presentation
Ability to adapt to a dynamic, fast-paced environment and contribute proactively to evolving business needs
What we would like to see
Bachelor's degree in data science, Mathematics, Business Intelligence, Finance, or a related field
Experience with AI and machine learning in analytics is a plus
About FinThrive
FinThrive is advancing the healthcare economy. For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com/why-finthrive.
Award-winning Culture of Customer-centricity and Reliability
At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at https://finthrive.com/careers#culture.
Our Perks and Benefits
FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com/careers-benefits.
FinThrive's Core Values and Expectations
Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
Physical Demands The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of EEO FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.
FinThrive Privacy Notice for California Resident Job Candidates
Know Your Rights Pay Transparency Notice
FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations. 2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO
finthrive.com | FinThrive Careers | FinThrive Benefits & Perks | Physical Demands