BI Manager, Finance

Clipboard Health

Clipboard Health

Accounting & Finance
Posted on Friday, June 30, 2023

About the Role:

Our finance team is expanding to support our company's growth! Reporting to our VP of Finance, you will help build and maintain an efficient and intuitive data foundation supporting our finance and strategy team. The purpose of the finance data foundation is to help guide measurement, strategy, and tactical decision-making across our core business at a granular level. Additionally, you will partner with Product, Engineering, and Operations to drive the development and optimization of products and operational processes through strategic analysis, roadmap planning, and experimentation.


  • You will be responsible for leading and coordinating the business intelligence efforts of Clipboard Health focused on our core metrics, financial reporting, and revenue forecasting
  • In this role, you will work closely with other members of the product, pricing, and strategic leadership team, to ensure that Finance and BI are aligned with the overall goals and objectives of Clipboard Health
  • Understand and analyze the current business performance and trends daily, through the creation of dashboards, analysis and forecasts
  • Inform Clipboard Executives and Product Leadership on current marketplace health, subsequent business performance, and high level metrics such as market share and TAM by region
  • Develop and implement strategies for data collection, analysis, and reporting on business and marketplace health
  • Automate reports and provide custom reporting and metrics to support the finance, strategy and products teams
  • You will build, curate, document, and manage key datasets and ETLs to increase the impact of the entire finance team
  • Create brand new and optimize existing data models for our core marketplace product
  • Standardize business and product metric definitions in curated and optimized datasets
  • Promote data, analytics, and data model design best practices


  • This is a critical role that requires analytical skills, business acumen and a comprehensive knowledge of marketplaces
  • 5+ years’ experience in business intelligence, analytics, or data
  • BA/BS degree required in quantitative fields such as statistics, math, data science, industrial engineering, engineering, etc…
  • The ability to build strong relationships with various partners across the organization
  • Strong problem-solving and critical-thinking abilities
  • Expert-level knowledge of Microsoft Excel and Google Sheets functions and formulas
  • Experience with BI tools and technologies (e.g. Metabase, HEX, Looker, DBT, etc…)
  • Advance level of SQL
  • Experience with coding in Python, preferred
  • Deep excitement for using data to find and execute opportunities others don’t see