Director, Finance Analytics & Reporting

Responsibilities

• Player-Coach : Demands the ability and flexibility to balance hands-on execution tasks including coding, analysis, and dashboard development with team leadership providing oversight, management and support to a team of analysts.
• Strategic Partner : Serve as an analytics and business partner to Finance (FP&A, Accounting, Revenue Operations). Provides strategic & analytics insights to enable the achievement of short-term and long-term goals. Able to connect operational reporting and analytics needs to financial outcomes.
• Project Management : Oversee complex, multi-departmental projects by identifying strategic requirements, collaborating with senior operational teams, and managing enterprise-level milestones through implementation while ensuring alignment with corporate objectives.
• Control Governance : Responsible for maintaining SOX-compliant internal controls over financial reporting, including access controls, IT general controls, change management, and segregation of duties; ensuring thorough documentation, periodic testing, and management review processes are in place to validate control effectiveness and support accurate audit reporting
• Lifetime Value : Own the maintenance, development and adherence to audit controls of Lifetime Value (LTV) models used for financial forecasting, revenue recognition and business optimization. Analyze and evaluate changes to retention performance, constraints and overall risks associated to the models.
• Business Intelligence : Oversee the design and delivery of centralized financial reporting solutions on the analytics platform. Guide the development of governed financial datasets and reusable analytical assets that lead the transition from fragmented manual reporting toward automated, scalable reporting environments that ensure consistency, usability, and adoption across the organization.
• Revenue & Cash Reporting : Lead initiatives to support finance and accounting operations, through reporting for revenue automation, cash collection, commission forecasts, policy auditing, partner accounts payables, agent compensation and bank transactions.
• Membership Reporting : Build dashboards to monitor growth in Membership and decompose period-over-period drivers of change. Serve as strategic thought partner to the business in bridging the gap between operational and financial membership reporting.

Requirements

• +15 years of related experience. Undergraduate degree in a quantitative field such as Mathematics, Statistics, Economics, Finance, Accounting or related degree.
• Advanced skills with BI tools (preferably Tableau) and how to prepare data and associated visualizations to maximize impact.
• Expert SQL experience with ability to manipulate data quickly, efficiently and develop complex scalable data models to support reporting solutions.
• Strong analytical, strategic thinking and problem-solving skills with the ability to work with diverse groups of internal clients.
• Ability to direct team members through ambiguity and determine direction and execution of strategic plans.
• Knowledge of statistical techniques and concepts (regression, statistical tests and proper usage, sampling, etc.).
• Solid programming skills with knowledge

Benefits

Additional Information

Join us in creating a better way! At eHealth, our mission is to expertly guide consumers through their health insurance and related options when, where, and how they prefer. We're creating a better way - one that's transparent and trustworthy for both our consumers externally and our employees internally. Move your career forward while connecting countless people to the life- changing, quality care they deserve. Our diverse team of innovators supports one another in solving some of the toughest challenges. We're always on the lookout for creative opportunities to do right by our customers, and each other. Together, we're creating a better way to work, united by our common passion to make a difference. We are looking for a Director, Analytics to help drive advanced analytics and quantitative guidance supporting eHealth's Finance organization. As part of eHealth's centralized analytics function, the role will support the company's growth strategy and deliver value using statistical techniques and data analysis, including the development of cohort-based lifetime value (LTV) models supporting $1B+ in externally audited receivables and deploying key financial reporting capabilities around revenue, cash, membership and more. This role serves as a core contributor to governance processes, maintaining internal controls for audit reporting and upholding quality standards in how analyses are produced, presented and evaluated. The role will also act a leader within the analytics function, collaborating across teams to provide strategic insights to business leaders informing data-driven decision making. This is a working manager role, with both individual contributor responsibilities and management of a small team.

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