Director, Finance Analytics & Reporting

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
160K-213K Annually
Senior level
AdTech • Digital Media • Insurance • Analytics
The Role
The Director of Finance Analytics & Reporting will manage analytics projects and teams, ensuring accurate financial reporting and governance, while developing data models and dashboards to support strategic insights and decision-making.
Summary Generated by Built In
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.

What you’ll do:

• 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.

What you’ll bring:

• +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 of Python. Familiarity with Databricks, git and version control is preferred.

• Understanding of financial metrics (e.g. LTV, CAC, revenue, cash collection, commissions, accounts payable, retention, churn, etc.) and experience translating data into actionable insights

• Experience implementing and managing SOX controls, including ITGC, access management, change management, and audit processes, with a track record of supporting control documentation, testing, and successful internal or external audits.

• Excellent interpersonal, collaboration and presentation skills. Proven experience in participating with senior management to establish strategic plans and objectives. Ability to translate and cascade enterprise objectives to functional team members and direct activity.

• Strong communication skills and proven history of translating concepts and knowledge between technical and non-technical teams. Ability to reconcile multiple stakeholder views to drive business results.

What we offer (benefits):

• Generous benefits include medical, dental and vision beginning on your first day of employment

• 401K with matching

• Tuition reimbursement

• Employee stock purchase program

• 12 company paid holidays and flexible time off (PTO for non-exempt)

Our Values: At eHealth, our core values guide our work:

  • One Team
  • Customer Centric
  • Innovation
  • Integrity
  • Quality
  • Accountability
  • Relentless
  • Financial Stewardship

*Please note the above is a summary of responsibilities; a full job description is available upon request. 

Application deadline: May 30, 2026.

#LI-Remote

#LI-DC

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The base pay range reflects the anticipated pay range for this position. The actual base pay offered will depend on various factors including individual skills, experience, performance, qualifications, the department budget, and the location where work is performed. Base pay is one component of eHealth’s total rewards package, which also includes an annual performance bonus, plus an array of benefits designed to support employees’ personal and professional wellness. For more information on our total rewards offerings, please visit our career site.

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Base Pay Range -$160,000 - $213,300

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eHealth is an Equal Employment Opportunity employer. It is our policy to provide equal opportunity to all employees and applicants and to prohibit any discrimination because of race, color, religion, sex, national origin, age, marital status, sexual orientation, genetic information, disability, protected veteran status, or any other consideration made unlawful by applicable federal, state or local laws. The foundation of these policies is our commitment to treat everyone fairly and equally and to have a bias-free work environment.

Skills Required

  • 15 years of related experience
  • Undergraduate degree in a quantitative field
  • Advanced skills with BI tools (preferably Tableau)
  • Expert SQL experience
  • Strong analytical, strategic thinking and problem-solving skills
  • Knowledge of statistical techniques and concepts
  • Solid programming skills with knowledge of Python
  • Understanding of financial metrics (e.g., LTV, CAC)
  • Experience implementing and managing SOX controls
  • Excellent interpersonal and collaboration skills
  • Strong communication skills
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The Company
HQ: Santa Clara, CA
1,753 Employees
Year Founded: 1997

What We Do

Our mission is to connect Americans with quality, affordable health insurance and Medicare plans. Through our leading technology, far-reaching partnerships, consumer advocacy and industry expertise, we work tirelessly to be the online standard for finding, comparing and buying health insurance. Millions of individuals, families and small businesses use our top-rated tools to compare and purchase health insurance from over 180 leading insurers. We are transforming what has traditionally been a confusing and opaque purchasing process into a transparent and highly efficient experience helping consumers obtain the health insurance product that meets their individual health and economic needs. Headquartered in Santa Clara, eHealth has offices in San Francisco, Gold River, Austin, Salt Lake City, Indianapolis, and Xiamen, China.

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