Financial Data Analyst

Location: Remote (Texas preferred)

About Us

Health Admins is a leading third-party administrator in the healthcare space. Our Vision is to radically improve the way individuals interact with the healthcare system. We are committed to providing innovative and efficient health care solutions to our clients, ensuring they receive the best possible care and service. Our team is currently seeking a highly skilled and experienced Financial Data Analyst to join our dynamic team.

What We Are Looking For

Our ideal candidate will play a crucial role in managing our financial environment, optimizing its performance, and driving continuous improvements to support our business goals and enhance our service delivery.

Every Team Member is Driven by a Commitment to Live out These Values:

• Be Authentic: Be true and honest

• Be Helpful: Pitch in and help

• Be Innovative: Seek & embrace innovation

• Be Accountable: Do what you say you are going to

Employees are expected to embrace our core values by being “A Hero in Action.” These values lay the foundation for the way we engage with each other and with our clients. They form the guardrails for our decision making and approach to problem solving.

Summary/Objective:

Health Admins administers healthcare sharing programs and third-party administration services across multiple entities, serving approximately 150,000 lives. The financial operations span five interconnected systems: Enrollment 123, Salesforce, QuickBooks, Merchant Processors, and Escrow accounts.

The Financial Data Analyst is responsible for executing the company’s core financial operations and developing deep expertise in the systems, data flows, and business processes that support them. This role sits at the intersection of business analysis, financial analysis, and operations—reconciling data across systems, investigating discrepancies, translating financial policies into system requirements, and ensuring the processes that move money through the organization work correctly end-to-end.

Today, each system operates in relative isolation and process changes happen without structured notification. This role bridges those gaps by becoming the subject-matter expert on how financial data moves across systems, validating that controls are functioning, and clearly communicating changes to the teams that depend on accurate financial operations.

Key Responsibilities:

Document and maintain clear accountability for every step of the payment lifecycle, from initiation through bank reconciliation.

• Map and formally document who is accountable for each segment of the payment journey across all systems and teams.

• Identify gaps where no named owner exists and work with the Operations and Finance to resolve ambiguity.

Translate complex financial rules into actionable system requirements and serve as the communication bridge between Finance, Operations, and IT.

• Partner with the Financial Controller to document governing policies (contribution-to-coverage eligibility, escrow governance, revenue recognition, exception authority, delinquency and reinstatement rules) and convert each into clear If/Then logic.

• Own the validation loop: when a process or system change is deployed, verify it operates as designed through structured testing and parallel runs. When it breaks, diagnose the root cause and re-validate.

• Serve as the primary change communication point. When a financial process, policy, or system behavior changes, deliver clear, timely, written updates to Enrollment Admin, Member Services, Account Management, and IT/vCIO on what changed, why, and what it means for their workflows.

• Maintain a change log for all financial process and policy updates. No change goes live without documented notification to affected teams.

Execute monthly reconciliation processes across all financial systems, investigate variances, and produce analytical reporting.

• Perform monthly three-way matches between merchant processors, escrow bank accounts, and the member database.

• Build and maintain the full reconciliation chain: merchant settlements to escrow deposits, escrow to E123 recorded payments, E123 to Salesforce coverage eligibility, Salesforce claims payments to escrow disbursements, and fee draws to earned payments.

• Investigate and resolve cross-system variances before they impact members or account managers.

• Produce monthly reconciliation reporting with exception detail, trend analysis, and root-cause summaries for leadership review.

Proactively audit financial systems to identify payment failures and billing anomalies that create financial exposure.

• Replace the current manual monitoring with a structured audit process that catches never-initiated payments, declined payments, and reposting anomalies.

• Track and escalate recurring payme