Operational & Financial Data Specialist

Schedule: Monday-Friday 8:30am-5:00pm

Location: Brooklyn, New York

Salary: $77,000

Summary: The Operational & Financial Data Specialist supports Executive Leadership by ensuring the timely flow of information, managing site contracts & associated pricing, renewal timelines, This role requires very strong Excel skills, strong budgeting & financial ability, analytical skills, attention to detail, and the ability to collaborate across multiple departments.

Primary Job Responsibilities:

• Manage contract pricing and generate updated pricing for renewals & scope changes
• Conduct internal audits, generate reports, and recommend improvements.
• Oversee site contracts, union agreements, and client invoicing.
• Assist with budget adjustments, pricing updates, and financial tracking.
• Act as a liaison between executives, internal teams, and external clients.
• Manage administrative tasks, including tracking renewals, processing invoices, and maintaining compliance documents.
• Support senior leadership with reporting, contract management, and strategic initiatives.
• Coordinate insurance document requests and track renewal increases.
• Oversee purchasing requests, office supplies, and vendor payments.
• Process financial reports, including monthly credit submissions and quarterly P&L reports.
• Ensure compliance with union agreements and annual rate adjustments.
• Assist with technology returns, ID creation, and office administration.
• Provide backup support for analysts in other regions as needed.

Requirements:

• Bachelor’s degree or 2 years of relevant experience.
• Very strong written communication skills
• Strong analytical and mathematical skills.
• Very strong proficiency in Microsoft Excel, PowerPoint, and data management tools.
• Experience with contracts, proposals, and financial documentation.
• Excellent organizational and time management skills.
• Ability to multitask and adapt to shifting priorities.
• Strong communication skills for client and team interactions.
• Collaborative mindset with the ability to work across multiple departments.

Benefits

• Full-time employees (defined as working 30 or more hours per week) are eligible for medical, dental, vision and other ancillary benefits.
• All employees (full-time and part-time) are eligible to participate in the company’s 401K which has an employer match.

“Planned Companies is an equal opportunity employer. Planned Companies does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other reason prohibited by law in the provision of employment opportunities and benefits.”