Sr. Financial Operations Insights Associate (Remote)

We believe that mental health is just as important as physical health. We recognize that mental health issues can be complex and multifaceted and we are dedicated to treating the whole person not just the symptoms.

We aim to create a world where mental health is no longer stigmatized or marginalized but rather is embraced as an integral part of one's overall well-being. 

We believe that by providing quality care that is both evidence-based and compassionate we can empower individuals to take charge of their mental health and achieve their full potential. We are passionate about making a positive impact on the lives of those struggling with mental health issues and we strive to be a force for positive change in the field of mental healthcare.

Rula is a remote-first company. We currently hire in most U.S. states with the exception of Hawaii.

About the Role

At Rula our Financial Operations team plays a key role in making sure providers can focus on care while we keep the business running smoothly. As a Sr. Financial Operations Insights Associate you’ll focus on building the automated workflows and reporting that keep our day-to-day operations running efficiently. You’ll collaborate directly with team experts to spot bottlenecks untangle manual processes and design smarter more reliable ways of working. If you love making complex workflows run smoothly and want your efforts to directly support our mission of expanding access to mental healthcare this role will be especially rewarding.

Scope of the Role

You will develop deep foundational knowledge of our financial operations and apply it independently to assigned projects. As well as owning small-scale optimization projects or key technical components of larger cross-functional initiatives. Your decisions will directly shape individual tasks and broader team assignments. You will collaborate closely with cross-functional peers to align on scope requirements ensuring steady predictable progress on all data and automation tracks.

Required Qualifications

• 3+ years of professional experience in data analytics operational insights or a role focused on leveraging technology data and process automation to improve business functions.

• High proficiency in Google Sheets or Excel with strong skills in data cleaning merging analysis and applying standard statistical methods across multiple sources (e.g. Salesforce Redshift EHR).

• Proficiency in SQL combined with a strong critical-thinking framework for investigating data pressure-testing outputs conducting UAT and troubleshooting pipeline or logic issues.

• Proven ability to unpack operational workflows understand underlying business needs and independently translate them into clear technical outcomes.

Preferred Qualifications

While having the preferred qualifications enhances your candidacy having all of them is not mandatory. We encourage all interested applicants to apply even those who may not meet every preferred requirement.

• Foundational knowledge of Python for basic scripting data manipulation or automating repetitive tasks.

• Experience collaborating directly with Subject Matter Experts (SMEs) to map operational processes and untangle manual bottlenecks across platforms like Salesforce and Zendesk.

• Familiarity with financial transactional or billing datasets (e.g. accounts receivable collections throughput metrics).

• Ability to build well-structured reports and clearly explain what the data means so operational leads can make fast informed decisions.

We're serious about your well-being! As part of our team full-time employees receive:

• 100% remote work environment: Working hours to support a healthy work-life balance ensuring you can meet both professional and personal commitments (must be based in United States currently not hiring in Hawaii)

• Attractive pay and benefits: Full transparency of pay ranges regardless of where you live in the United States

• Comprehensive health benefits: Medical dental vision life disability and FSA/HSA

• 401(k) plan access: Start saving for your future

• Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care (for most employees)

• Paid parental leave: Available for all parents including birthing non-birthing adopting and fostering

• Employee Assistance Program (EAP): Supporting your mental and physical health

• Quarterly department stipend: Fun team-building activities or in-person gatherings

• Community and employee resource groups: Participate in groups that celebrate employee identity and lived experiences fostering a sense of community and belonging for all

• Home office stipend: New hire home office stipend & $50 monthly stipend to help cover internet or cell phone expenses

• Wellness at Rula program: Year-round wellness initiatives and a $50/month wellness stipend

Our team

We believe that diversity equity and inclusion are fundamental to our mission of making mental healthcare work for everyone.  We are dedicated to having a culture of inclusion that will support our employees in feeling safe seen heard and valued.

What We Do

We believe that when access to quality mental healthcare improves patients providers and payers all benefit. And that’s why we’re on a mission to make mental healthcare work for everyone. We remove barriers and strengthen connection points between patients providers and payers to improve mental health outcomes. With Rula it’s easy for patients to find a high-quality therapist or psychiatric practitioner who meets their unique needs accepts insurance and is taking new patients. For providers Rula offers the flexibility of private practice while also filling caseloads and offering the necessary behind-the-scenes support. Rula handles the marketing credentialing billing and admin tasks so providers can focus on what they do best: providing care to those in need. Rula is a remote-first company with teams who specialize in the areas of Clinical Partnerships Operations Marketing Engineering Product and more. We’re committed to reimagining how mental health is treated.

Why Work With Us

As a remote company we're intentional about the culture we're building. We write things down we communicate clearly we follow-up and we follow-through. We have high expectations for our team and empower individuals with a high degree of trust and autonomy. In turn we expect that individuals operate with a sense of ownership in everything.

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