Pelago (formerly Quit Genius) is the world’s leading virtual clinic for substance use management.

We are transforming substance use support—from prevention to treatment—delivering education, management skills, and opportunities for positive change to members struggling with substance use, most commonly tobacco, alcohol, or opioids.

Our solution gives employers the means to offer on-demand, personalized support to workers seeking to live healthier lives. Pelago’s cognitive behavioral therapy (CBT) and medication-assisted treatment (MAT) programs deliver convenient, accessible, and effective support that seamlessly integrates with health plans, pharmacy benefit managers, and wellness platforms.

To date, Pelago has helped more than 750,000 members manage their substance use and improve their lives.

We're seeking a talented Financial Data Analyst to become a vital part of our dynamic finance team. In this role, you'll be pivotal in ensuring the accuracy of our pricing structures and financial data. Your contributions go beyond number-crunching; you'll be a key player in supporting essential financial functions such as accounting and financial planning and analysis (FP&A). Additionally, you'll have the opportunity to collaborate closely with our sales and operational data teams, guiding our growth with your insights and expertise.

If you're someone with 4-6 years of experience in diving deep into financial data, crafting insightful reports, and adeptly managing data repositories, you're exactly who we're seeking. This will be a hybrid role, located in commutable distance to our NYC office for weekly lunches, collaboration, and teamwork.

In this role you will…

• Analyze financial data to identify trends, anomalies, and opportunities for optimization
• Lead and participate in cross-functional projects improving pricing and revenue processes, including process optimization, system enhancements, and data quality initiatives
• Collaborate with the operational data team to ensure accurate and consistent data collection and storage processes
• Collaborate with the data team to improve data integrity around pricing, including identifying and resolving discrepancies and inconsistencies
• Support pricing strategies by providing data-driven recommendations based on market analysis and financial insights
• Streamline and improve the billing process to ensure accuracy and efficiency
• Work closely with the sales team to understand market dynamics, customer needs, and competitive positioning
• Assist in maintaining data integrity and accuracy within financial systems and databases
• Develop and maintain reports and dashboards to provide actionable insights to key stakeholders
• Provide ad-hoc analysis and support to finance leadership and other stakeholders on pricing and financial related matters

The background we’re looking for…

• 4-6 years of relevant experience in financial data analysis and reporting
• Proficiency in organizing and storing data, preferably with experience in SQL, Excel, and/or other data management tools
• Experience with data manipulation, including cleaning, transforming, and organizing data from various sources
• Familiar with statistical techniques and tools to analyze large datasets, identify patterns, and derive insights
• Strong understanding of financial statements, accounting principles, and FP&A functions
• Excellent analytical and problem-solving skills with a keen attention to detail
• Ability to effectively collaborate with all levels of the organization, including technical staff, non-technical staff, and business stakeholders
• Proficiency in SQL, Python, R, or other programming languages commonly used for data analysis is desirable but not required
• Bachelor's degree in Finance, Finance Technology, Accounting, Economics, or related field; Certification such as CFA, MBA, or similar is desirable but not required
• Experience in Healthcare, Health Tech or Start-Ups is a plus