The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members with close to 1,500 health and wellness offices across 48 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and Lovet Pet Health Care. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale.​

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As a reflection of our current needs and planned growth we are very pleased to offer a new opportunity to join our dedicated team as Senior Analyst, Patient Financing Analytics.​

Summary

This role is a strategic thought partner to TAG's Patient Financing leaders, helping them make data-driven decisions that strengthen funnel performance and open new revenue and EBITDA opportunities across our brands. It offers a rare chance to shape how TAG approaches patient financing and to work directly with senior leadership in defining strategy for this space.

In this role you will dig into the data and apply rigorous critical thinking and root-cause analysis to untangle complex problems, surface emerging trends, and explain operational variances. From there, you will translate what you find into strategic insight that ties financing and funnel performance directly to P&L, revenue, and business outcomes, and present that insight to senior leaders in a way that informs new initiatives and shapes broader strategy.

Supporting this, you will also own patient financing reporting and the dashboards that make performance visible, which means being the go-to voice on trends across the business and staying fully comfortable pulling and validating your own metrics.

Responsibilities:

• Own patient financing reporting end to end, from data pull to final deliverable, and serve as the subject matter expert on financing trends across the business.

• Monitor and interpret trends in healthcare financing and loan performance, translating them into insights that inform decisions across sales, finance, and leadership.

• Partner with senior leadership to help define strategy for the patient financing business and identify opportunities to improve funnel performance.

• Connect financing trends to the broader business, explaining how shifts in financing performance ripple into sales funnel conversion and overall results.

• Build, maintain, and improve dashboards and reports in Tableau and/or Power BI that go beyond the numbers to tell a clear story.

• Write and troubleshoot SQL queries to pull, validate, and analyze data independently.

• Identify data quality issues or reporting gaps and proactively propose and drive solutions.

• Present findings clearly and persuasively to both technical and non-technical audiences, including senior leadership.

• Work independently to manage recurring deliverables while flagging risks or anomalies early.

Minimum Education and Experience:

• BA or BS in Data Analytics, Finance, Business, or a related field, or equivalent work experience in an analysis or insights based role.

• 2-4+ years of experience in analytics, business intelligence, or a similar analysis driven role required.

• Experience with SQL and at least one BI/visualization tool, Tableau or Power BI, required.

• Experience working with financing, lending, or loan performance data is a plus.

• Experience in healthcare, healthcare financing, or other regulated industries is a plus.

• Strong proficiency in Microsoft Office, especially Excel and PowerPoint, required.

• Excellent written and verbal communication skills, with the ability to translate data into a story for non-technical stakeholders and senior leadership.

• Strong critical thinking and problem-solving skills, with the ability to work independently and manage competing priorities.

• Comfortable owning a recurring, deadline driven reporting process.​