Financial Operations Associate

Aon
United States
Workplace: OnsiteFull timeUSD 55,000 - 65,000 annuallyFunction: Data Analytics & Business Intelligence0Education: high_schoolSkills: ["Detail orientation","Quality assurance","Process improvement","Communication","Documentation"]

Coordinate the production and maintenance of recurring reports, dashboards, and operational reporting products. Clean, format, and prepare healthcare, pharmacy benefit, operational, and client data for analysis, partnering with analytics, clinical, product, and account teams to gather requirements and clarify business rules. Handle internal and ad hoc data requests with documentation and validation, maintain reporting procedures and quality-control tools, and support CRM/accounting maintenance and integrations.

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FursaFursa
Aon
Aon
1 day ago

Financial Operations Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Coordinate the production and maintenance of recurring reports, dashboards, and operational reporting products. Clean, format, and prepare healthcare, pharmacy benefit, operational, and client data for analysis, partnering with analytics, clinical, product, and account teams to gather requirements and clarify business rules. Handle internal and ad hoc data requests with documentation and validation, maintain reporting procedures and quality-control tools, and support CRM/accounting maintenance and integrations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Entry level

Key Responsibilities

  • •Coordinate day-to-day production, delivery, and maintenance of recurring reports, dashboards, and operational reporting products.
  • •Clean, format, organize, and prepare healthcare, pharmacy benefit, operational, and client data for reporting and analysis.
  • •Collaborate across analytics, product, clinical, account management, and operations teams to gather requirements and clarify business rules.
  • •Respond to internal data requests and complete ad hoc reporting and research with documentation, validation, and oversight.
  • •Maintain reporting procedures and controls such as data dictionaries, quality-control checklists, issue logs, version-controlled templates, and data storytelling materials.

Pay and Benefits

Salary: USD 55,000 - 65,000 annually
Perks:Paid LeavePaid Holidays401kWellness Stipend

Key Requirements

  • •High School Diploma required; Bachelor’s degree in Data Analytics, Information Systems, or related field preferred.
  • •0–1 year of experience in data entry, reporting, or analytics preferred.
  • •Proficiency in Python and SQL, plus DAX, Power Query (M), and VBA libraries for analytics.
  • •Hands-on experience with Pandas, NumPy, OpenPyxl, and working with databases/platforms such as Snowflake and Microsoft SQL Server.
  • •Experience creating reporting deliverables using Microsoft Power BI (Desktop & Service), Tableau, and advanced Excel (PivotTables, complex formulas, Power Query).
Experience:0HealthcarePharmacy benefitsData reportingETL
Education:High School in Data Analytics, Information Systems, or related field
Skills:Detail orientationQuality assuranceProcess improvementCommunicationDocumentation
Tech Stack:PythonSQLDAXPower Query (M)VBAPandasNumPyOpenPyxlSnowflakeMicrosoft SQL ServerMicrosoft FabricMicrosoft Power BITableauMicrosoft Fabric Data PrepETLData CleansingData ValidationData TransformationData NormalizationData Merging

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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