Financial Operations Associate

NFP Corp, an Aon Company, is hiring a Financial Operations Associate in Chesterfield, MO. This onsite role focuses on coordinating recurring reporting and supporting the production and upkeep of operational reporting products, dashboards, and delivery materials that teams rely on to run the business. You will also assist with ad hoc reporting and research while ensuring data quality through documented, repeatable processes.

What you’ll do

• Own the day-to-day production, delivery, and ongoing 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.
• Work with analytics, product, clinical, account management, and operations teams to gather reporting requirements, clarify business rules, and support new or enhanced reporting deliverables.
• Complete internal data requests and ad hoc reporting and research with appropriate oversight, documentation, and validation.
• Maintain reporting procedures and materials including data dictionaries, quality-control checklists, issue logs, and version-controlled templates.
• Apply healthcare and clinical context when reviewing data, flag unusual patterns, and communicate concerns to the right subject-matter experts.
• Share findings, status updates, risks, and process changes clearly with both technical and nontechnical stakeholders and support hypercare.
• Contribute to project work supporting CRM and accounting system maintenance and integrations.

Skills and qualifications

• Quality Assurance & Detail Orientation: Strong ability to perform detailed reviews, identify inconsistencies, maintain accurate records, and work within controlled processes.
• Process Improvement: Evaluate workflows, identify inefficiencies or error risks, and implement practical improvements that improve quality and timeliness.
• Communication: Communicate clearly and professionally in writing and verbally with technical teams, business partners, and leaders.
• Documentation & Organization: Maintain clear procedures, requirements, audit trails, schedules, and version-controlled reporting materials.
• Learning Agility: Show initiative to expand technical and business knowledge and adapt to new reporting and analytics responsibilities.
• Perseverance & Resiliency: Manage competing priorities, meet deadlines, and remain effective during change or higher-demand periods.
• Quantitative Skills: Apply percentages, ratios, and arithmetic skills, including reasonableness testing as part of quality control.

Tools and technologies

• Languages & frameworks: Python, SQL, DAX, Power Query (M), VBA
• Data and libraries: Pandas, NumPy, OpenPyxl
• Databases and platforms: Snowflake, Microsoft SQL Server, Microsoft Fabric
• Data preparation: Data Cleansing, Data Validation, Data Transformation, Data Normalization, Data Merging
• BI and visualization: Microsoft Power BI (Desktop & Service), Tableau
• Excel and reporting engineering: Advanced Excel, PivotTables, Complex Formulas, Power Query

Education and experience

• Education: High School Diploma required; Bachelor’s degree in Data Analytics, Information Systems, or related field preferred.
• Experience: 0–1 year of experience in data entry, reporting, or analytics preferred.
• Libraries & Analytics: Pandas, NumPy, OpenPyxl
• Databases & Platforms: Snowflake, Microsoft SQL Server, Microsoft Fabric
• Data Prep & ETL: Data Cleansing, Data Validation, Data Transformation, Data Normalization, Data Merging
• BI Platforms: Microsoft Power BI (Desktop & Service), Tableau, Microsoft Fabric
• Spreadsheet Engineering: Advanced Excel, PivotTables, Complex Formulas, Power Query
• Deliverables: Interactive Dashboards, Executive Reporting, KPI Development, Data Storytelling, Report Optimization
• Coding Languages & Querying: Python, SQL, DAX, Power Query (M), VBA

Compensation and benefits

• Salary range: USD 55,000 to 65,000 per year
• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What we offer: The base salary range for this position is $55,000 – $65,000. The base salary offered will be determined case-by-case based on factors including experience, credentials, education, certifications, skill level, scope of the role, and geographic location.