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Financial And Data Analyst Jobs in Utah (NOW HIRING)

This is a remote role that is part of the Finance department and reports to the Director of Data & Analytics. YOUR RESPONSIBILITIES * Partner directly with stakeholders across the business (Product ...

HOW YOU CAN MAKE AN IMPACT The Data Analyst is responsible for collecting, analyzing, and ... This role partners closely with Operations, Supply Chain, Production, Finance, and IT teams to ...

Data Analyst

Lehi, UT · On-site +1

Collect, integrate, and reconcile data from sales, marketing, website, customer, product, financial ... Analyze marketing performance, including customer acquisition costs, conversion rates, channel ...

I have an opportunity for "Data Analyst" and looking for a candidate who can join Immediately if ... Financial or Education Domains - Ed-Fi, CEDS, SIF, GAAP, etc. Best Regards Syed Imran Sr Technical ...

Own financial data products supporting regulatory reporting, profitability/EPM, incentive ... analytics, or financial systems. A combination of education and experience may meet qualifications.

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Financial And Data Analyst information

Can a financial and data analyst work as a financial analyst?

A financial and data analyst can often work as a financial analyst since both roles involve analyzing financial data, creating reports, and supporting decision-making. However, a financial analyst typically requires specific industry knowledge, certifications like CFA, and a focus on financial modeling and valuation. Transitioning may involve gaining relevant certifications and experience in financial analysis tasks.

How does a financial and data analyst typically collaborate with other departments within a company?

Financial and Data Analysts frequently work cross-functionally, partnering with teams such as accounting, marketing, operations, and senior management. They gather and interpret data from various sources, ensuring that business decisions are backed by accurate financial insights. Collaboration often involves presenting findings, creating reports or dashboards, and advising on budgeting or forecasting. Effective communication skills are essential for translating complex data into actionable recommendations for non-technical stakeholders.

What does a financial and data analyst do?

A Financial and Data Analyst is responsible for collecting, analyzing, and interpreting financial data to help organizations make informed business decisions. They use statistical techniques and data visualization tools to identify trends, forecast future performance, and provide actionable insights. Their work often involves preparing financial reports, building financial models, and supporting strategic planning efforts. Analysts collaborate with various departments to ensure data accuracy and support key business initiatives.

What are the key skills and qualifications needed to thrive as a financial and data analyst?

To thrive as a Financial and Data Analyst, you need strong analytical skills, proficiency in financial modeling, and a relevant degree such as finance, economics, or statistics. Expertise in tools like Microsoft Excel, SQL, and data visualization software (e.g., Tableau, Power BI) is typically required, and certifications like CFA or data analytics credentials can be advantageous. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for interpreting data and conveying insights to stakeholders. These skills are essential for making informed business decisions, identifying trends, and supporting strategic planning with accurate, actionable data.

What is the difference between Financial And Data Analyst vs Business Analyst?

AspectFinancial And Data AnalystBusiness Analyst
Required CredentialsBachelor's in Finance, Economics, or Data Science; certifications like CFA or CBAPBachelor's in Business, Management, or related fields; certifications like CBAP or PMI-PBA
Work EnvironmentFinance departments, data teams, consulting firmsBusiness units, project teams, consulting firms
Employer & Industry UsageFinancial services, banking, investment firms, corporate financeIT, consulting, corporate strategy, operations

Financial And Data Analysts focus on analyzing financial data, creating reports, and supporting investment decisions, often working within finance or data teams. Business Analysts evaluate business processes, gather requirements, and recommend solutions to improve operations across various departments. While both roles require analytical skills and some overlapping certifications, their primary focus and industry applications differ.

What cities in Utah are hiring for Financial And Data Analyst jobs? Cities in Utah with the most Financial And Data Analyst job openings:
Infographic showing various Financial And Data Analyst job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Financial Data Analyst, Account Management

SmithRx

Lehi, UT

Full-time

Re-posted 17 days ago


Job description

Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:

  • Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
  • Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always.
  • Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.

Job Summary:

As a Financial Analyst on the Account Management team, you will serve as the primary data subject matter expert (SME) and the strategic bridge between our client-facing teams and the Data Analysis/Reporting department. Your mission is to translate complex pharmacy benefit data into actionable financial insights for our clients. You will be a trusted advisor to both internal Account Management leadership and client financial teams, ensuring that every strategic decision is backed by rigorous analysis and a deep understanding of SmithRx financial components.

What you will do:

  • Support the resolution of complex client scenarios by conducting deep-dive data research and root-cause analysis.
  • Partner with the account team to identify cost drivers, utilization shifts, and clinical opportunities within a client's portfolio to recommend plan design changes that mitigate spend.
  • Serve as the primary liaison between Account Management and the Reporting/Data Analyst teams to ensure client reporting needs are technically feasible and strategically sound.
  • Interpret pharmacy claims data, trend analysis, and rebate projections to provide "the story behind the numbers" for client presentations and Quarterly Business Reviews (QBRs).
  • Oversee the integrity of client-facing financial reports, ensuring data aligns with contractual obligations and client expectations.
  • Work on behalf of the Account Management team, collaborating with internal technical teams to improve automated reporting tools and identify product gaps based on client feedback and data limitations.
  • Assess financial data for indicators of client attrition risk and work with Account Managers to develop data-driven mitigation strategies.
  • Act as a data mentor to Account Managers, coaching them on how to interpret financial metrics and present data-heavy slides effectively.
  • Participate in existing and prospective client meetings.

What you will bring to SmithRx:

  • Deep fluency in the pharmacy benefits space, including an understanding of AWP, NADAC, rebates, formulary impact, and pharmacy network modeling.
  • 5+ years of experience in data analysis, financial underwriting, or actuarial support within the healthcare and/or PBM industry.
  • Strong command of data visualization tools (e.g., Looker, Tableau, PowerBI) and advanced Excel skills (VLOOKUPs, Pivot Tables, modeling).
  • The unique ability to translate "data-speak" into executive-level insights for C-suite leadership and non-technical stakeholders.
  • A passion for solving difficult problems in partnership with both technical developers and account managers.
  • An obsession with data accuracy and a disciplined work ethic that ensures deliverables are met with little to no direction.
  • Ability to observe scenarios from the client's financial point of view and provide proactive, honest, and transparent recommendations.
  • Bachelor's degree in Finance, Healthcare Administration, or equivalent experience required.
  • Ability to travel approximately 15-20% to client meetings

What SmithRx Offers You:

  • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
  • Flexible Spending Benefits
  • 401(k) Retirement Savings Program
  • Short-term and long-term disability
  • Discretionary Paid Time Off
  • Paid Company Holidays
  • Wellness Benefits
  • Commuter Benefits
  • Paid Parental Leave benefits
  • Employee Assistance Program (EAP)
  • Well-stocked kitchen in office locations
  • Professional development and training opportunities

Compensation & Benefits

  • Base Salary: The range listed above reflects our standard pay scale and actual pay will vary based on work location, job level, job-related knowledge, skills, and experience.
  • Total Rewards: In addition to base pay, this role may be eligible for bonuses, commissions, or equity. SmithRx offers a variety of benefits to help you live well, including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance and 401(k).

Individual offers are tailored to your geography, experience, skills, and education. Your recruiter can share more specific details during the hiring process. In the meantime, feel free to explore our comprehensive benefits here.