***Unfortunately, the Client Services Business Analyst I - Healthcare Data is not able to provide sponsorship now or anytime in the future.***

***This role requires you to be located in the Indianapolis area because this is a hybrid role and requires one a day a week in the office.***

Position Summary: 

The Client Services Analyst will play a critical role in ensuring the successful delivery of services and solutions to our clients.  This position requires a high level of technical expertise along with strong communication skills and a commitment to excellence.  This role will support several clients with oversight from a manager of client services. The ideal candidate will have a strong sense of ownership and accountability, an inquisitive mindset, a background in T-SQL, and the ability to consistently produce high-quality work in a timely manner following a standard process. 

Essential functions of the job include but are not limited to:  

• Analyze client requirements and translate them into technical specifications. 
• Ensure the accuracy and integrity of data by conducting thorough quality checks and validations. 
• Own client jobs making sure they are running smoothly and on-time per established calendar; identify and remediate pain points to continually improve the process. 
• Collaborate with cross-functional teams to deliver value to our clients every day. 
• Maintain clear and effective communication with clients, address issues promptly, and provide regular updates. 
• Respond to and fulfill client tickets and requests in a timely manner with quality. 
• Contribute to client team meetings for client projects and engagements. 
• Take accountability for project deliverables, ensuring they meet the established standards and client expectations. 
• Develop, test, and deploy T-SQL scripts to support various client projects. 
• Implement advanced ETL processes to acquire and load large datasets. 
• Follow established procedures and standards as outlined by leadership. 
• Maintain associated procedural documentation. 
• Evaluate appropriateness of data for ad hoc requests and client projects. 
• Contribute code that is well-documented, logical, and easy to follow. 
• Other duties as assigned. 

Qualifications: 

Minimum Required: 

• Undergraduate degree 
• Experience with relational databases 

Preferred:  

• 1 to 3 years industry experience in either data analytics or healthcare 
• Evident proficiency and hands-on experience using T-SQL in a Microsoft SQL Server environment. 
• Descriptive statistics and/or Pharmaceutical/Healthcare industry experience. 
• Undergraduate degree with a quantitative focus. 

Skills:  

• Excellent communication skills, both written and verbal, with the ability to convey technical information to non-technical stakeholders. 
• Strong sense of accountability and ownership for delivering high-quality work. 
• Exceptional attention to detail, ensuring accuracy and precision in all tasks. 
• Proficiency in T-SQL with hands-on experience in writing complex queries and scripts. 
• Effective time management skills and ability to keep multiple projects on schedule. 
• Experience in a client-facing role or in the pharmaceutical industry is a plus 
• Ability to work remotely. 
• Strong problem-solving skills and a proactive approach to identifying and addressing issues within established product boundaries. 
• Strong team player with the ability to work and execute independently. 
• Desire for continuous improvement and growth – driven to excel. 
• Demonstrated proficiency in Microsoft Office product suite including PowerPoint, Word, and Excel. 
• Experience in SSIS is a plus but not required. 

#LI-Remote

***Unfortunately, the Client Services Business Analyst II - Healthcare Data role is not able to provide sponsorship now or anytime in the future.***

***This role requires you to be located in the Indianapolis area, and requires one a day a week in the office.***

Product Solutions, part of Precision AQ, accelerates value realization by enabling data science, leveraging analytics, and innovating with technology to transform the way you connect with customers. Is helping patients get the best medicine important to you? Is enabling healthcare providers to make appropriate treatment decisions important to you? Are you detail oriented and passionate about organization? Are you a clear and confident communicator? Do you thrive within a team and company that is highly collaborative? Your dream job is waiting. If you’re a born problem-solver and enjoy when no day is the same - keep reading.

Position Summary: Client Services Business Analyst II – Healthcare Data

We are looking for a highly skilled and collaborative Business Analyst with strong technical expertise and a passion for building trusted partnerships across data, marketing, and cross-functional teams. This role is responsible for developing, organizing, and maintaining complex healthcare data systems while serving as a strategic liaison between technical data work and business-facing clients.

Key Responsibilities:

• Design, develop, and sustain data systems using SQL/T-SQL and related technologies to support analytic readiness across complex healthcare datasets.
• Serve as a subject matter expert on client datasets, maintaining full lifecycle documentation and quality assurance protocols for both recurring reports and new implementations
• Collaborate regularly with marketing clients, project management, client services, and quality assurance teams to align data strategy with business objectives.
• Effectively communicate technical outcomes into clear, business-relevant insights tailored for marketers, client teams, and executive audiences.
• Demonstrated ability to triage client requests, set expectations with stakeholders, and execute complex data workflows with minimal supervision.
• Exceptional organizational and time management skills with the ability to independently manage multiple clients and concurrent development of workstreams.
• Produce reports and dashboards that highlight key performance indicators, uncover operational insights, and support data-driven decision-making.
• Support and guide junior analysts, contributing to a culture of analytical excellence and mentorship.

Qualifications & Experience:

• Bachelor’s degree
• Experience in quantitative and qualitative data analysis required, preferred in a healthcare or pharmaceutical space
• 3–5 years of experience with SQL Server, data integration, ETL development, and data validation techniques.
• Strong command of data storytelling and the ability to explain complex logic to diverse audiences.

Technical & Soft Skills:

• Expertise in SQL, T-SQL, SSIS, and data profiling tools; proficiency with Excel, PowerPoint, PowerBI, Python.
• Demonstrated ability to work independently across multiple priorities while ensuring quality and accuracy.
• Adept at fostering relationships, communicating proactively, and collaborating across internal and external teams.
• Comfortable mentoring and setting quality standards for others in the team.

***Unfortunately, the Client Services Business Analyst II - Healthcare Data role is not able to provide sponsorship now or anytime in the future.***

***This role requires you to be located in the Indianapolis area, and requires one a day a week in the office.***

Product Solutions, part of Precision AQ, accelerates value realization by enabling data science, leveraging analytics, and innovating with technology to transform the way you connect with customers. Is helping patients get the best medicine important to you? Is enabling healthcare providers to make appropriate treatment decisions important to you? Are you detail oriented and passionate about organization? Are you a clear and confident communicator? Do you thrive within a team and company that is highly collaborative? Your dream job is waiting. If you’re a born problem-solver and enjoy when no day is the same - keep reading.

Position Summary: Client Services Business Analyst II – Healthcare Data

We are looking for a highly skilled and collaborative Business Analyst with strong technical expertise and a passion for building trusted partnerships across data, marketing, and cross-functional teams. This role is responsible for developing, organizing, and maintaining complex healthcare data systems while serving as a strategic liaison between technical data work and business-facing clients.

Key Responsibilities:

• Design, develop, and sustain data systems using SQL/T-SQL and related technologies to support analytic readiness across complex healthcare datasets.
• Serve as a subject matter expert on client datasets, maintaining full lifecycle documentation and quality assurance protocols for both recurring reports and new implementations
• Collaborate regularly with marketing clients, project management, client services, and quality assurance teams to align data strategy with business objectives.
• Effectively communicate technical outcomes into clear, business-relevant insights tailored for marketers, client teams, and executive audiences.
• Demonstrated ability to triage client requests, set expectations with stakeholders, and execute complex data workflows with minimal supervision.
• Exceptional organizational and time management skills with the ability to independently manage multiple clients and concurrent development of workstreams.
• Produce reports and dashboards that highlight key performance indicators, uncover operational insights, and support data-driven decision-making.
• Support and guide junior analysts, contributing to a culture of analytical excellence and mentorship.

Qualifications & Experience:

• Bachelor’s degree
• Experience in quantitative and qualitative data analysis required, preferred in a healthcare or pharmaceutical space
• 3–5 years of experience with SQL Server, data integration, ETL development, and data validation techniques.
• Strong command of data storytelling and the ability to explain complex logic to diverse audiences.

Technical & Soft Skills:

• Expertise in SQL, T-SQL, SSIS, and data profiling tools; proficiency with Excel, PowerPoint, PowerBI, Python.
• Demonstrated ability to work independently across multiple priorities while ensuring quality and accuracy.
• Adept at fostering relationships, communicating proactively, and collaborating across internal and external teams.
• Comfortable mentoring and setting quality standards for others in the team.

Join Our Finance & Accounting Talent Network

Financial Analyst & Future Finance Opportunities

Topo is always interested in connecting with talented finance professionals who are excited about startups and want to grow with a rapidly scaling company. While we may not have an immediate opening at all times, we hire frequently and welcome conversations with Financial Analysts and senior finance professionals interested in future opportunities on our team.

If you’re energized by working with founders, building financial models, and helping high-growth companies make better decisions, we’d love to get to know you.

About Topo

Topo provides scalable, embedded accounting and finance support to high-growth, venture-backed companies. Our customers rely on us as early-stage experts who help them build strong financial foundations, navigate growth, and make better strategic decisions.

About This Role

As a Financial Analyst at Topo, you would serve as a hands-on finance partner to a portfolio of high-growth clients. You would work closely with CEOs and leadership teams, supporting strategic decision-making through financial modeling, analysis, and reporting.

This role blends analytical rigor, business partnership, and execution. As Topo continues to grow, Financial Analysts have the opportunity to take on expanded responsibilities and grow into more senior, strategic roles.

What You’d Do

• Act as a thought partner to company leaders, helping inform strategic decisions and drive growth
• Build, own, and maintain financial models, budgets, and forecasts
• Support fundraising efforts, including financial materials and investor communications
• Track and analyze key business metrics and performance indicators
• Manage monthly close support, reporting, and variance analysis
• Monitor cash flow, runway, and expense management
• Collaborate with Topo team members to deliver high-quality client outcomes
• Help identify opportunities for process improvements and scalable finance operations

What We’re Looking For

• Highly organized with strong attention to detail and accuracy
• A self-starter with high agency and a bias toward action
• Passion for working with numbers and helping businesses succeed
• Ability to shift seamlessly between strategic thinking and tactical execution
• 3+ years of experience in finance, accounting, or similar roles (SaaS or professional services preferred)
• Strong quantitative skills with advanced Excel experience and familiarity with QuickBooks
• Comfortable operating in ambiguity and fast-changing environments
• Strong communication skills and ability to work with senior stakeholders

What We Value

TRUST
Our team operates in high-trust roles with customers. We value uncompromising integrity, empathy, attention to detail, and a commitment to exceeding expectations.

OWNERSHIP
We treat our customers’ businesses like our own. Ownership at Topo means consistency, responsiveness, and true thought partnership.

INTELLECTUAL CURIOSITY
 Our customers look to us for best practices and strategic insight. We value curious, continuous learners who stay current on accounting standards and translate knowledge into impact.

Topo Advisors is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Join Our Finance & Accounting Talent Network

Controller & Future Accounting Opportunities

Topo is always interested in connecting with experienced accounting leaders who are excited about startups and want to grow with a rapidly scaling company. While we may not have an immediate opening at all times, we hire frequently and welcome conversations with Controllers and senior accounting professionals interested in future opportunities on our team.

If you’re energized by building scalable accounting functions, partnering closely️ with founders, and supporting multiple high-growth businesses, we’d love to get to know you.

About Topo

Topo provides scalable, embedded accounting and finance support to high-growth, venture-backed companies. Our customers rely on us as early-stage experts who help them build strong financial foundations, navigate growth, and make better strategic decisions.

About This Role

As a Controller at Topo, you would serve as a strategic and hands-on accounting leader for a portfolio of high-growth clients. You would partner closely with CEOs and leadership teams, while also supporting and guiding members of the Topo accounting team to deliver exceptional client outcomes.

This role blends technical accounting expertise, people leadership, and strategic thinking. As Topo continues to grow, Controllers have the opportunity to take on expanded responsibilities and advance into senior leadership roles.

What You’d Do

• Lead monthly financial close and general accounting activities for portfolio companies
• Manage relationships with external auditors and tax advisors, ensuring timely and accurate deliverables
• Oversee and support Topo team members executing client engagements
• Partner with clients on budgeting, planning, and forecasting, including cash flow projections
• Research and provide leadership on technical accounting matters and evolving standards
• Assess internal control environments and design process improvements
• Document, implement, and monitor internal controls as part of operational accounting work
  
  

What We’re Looking For

• Highly organized with exceptional attention to detail and accuracy
• A self-starter who can turn ideas into action in fast-paced environments
• Passion for working with numbers and helping people succeed
• Ability to shift seamlessly between strategic thinking and tactical execution
• 5+ years of experience in public accounting, corporate accounting or finance, or similar roles
• Strong quantitative skills with advanced spreadsheet experience and familiarity with QuickBooks
• Comfortable operating in ambiguity and evolving business environments
• CPA strongly preferred
  
  

What We Value

TRUST
Our team operates in high-trust roles with customers. We value uncompromising integrity, empathy, attention to detail, and a commitment to exceeding expectations.

OWNERSHIP
We treat our customers’ businesses like our own. Ownership at Topo means consistency, responsiveness, and true thought partnership.

INTELLECTUAL CURIOSITY
 Our customers look to us for best practices and strategic insight. We value curious, continuous learners who stay current on accounting standards and translate knowledge into impact.

Topo Advisors is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.