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Financial Planning & Analysis, Sr Analyst (or Manager)



IT, Accounting & Finance
United States · Remote
Posted on Thursday, June 13, 2024

Join one of the nation’s leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation’s leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:

  • Data: integrate data in a flexible, open & scalable platform to power healthcare’s digital transformation​

  • Analytics: deliver analytic applications & services that generate insight on how to measurably improve​

  • Expertise: provide clinical, financial & operational experts who enable & accelerate improvement​

  • Engagement: attract, develop and retain world-class team members by being a best place to work​

Role: Sr. Analyst (or Manager), Financial Planning & Analysis
Team: Finance
Location: US Remote / Salt Lake City, UT
Travel: <5%, US
Job Summary
We’re looking for a smart, hard-working, and humble finance professional who will optimize Health Catalyst’s financial performance, and further its worthwhile mission, by operating the company’s financial model and leading several forecasting and budgeting initiatives.
This role will be responsible for tracking, forecasting, and analyzing Annual Recurring Revenue (ARR) and GAAP Revenue across Health Catalyst. The role will also be responsible for budgeting and forecasting certain business units’ revenues. Candidate will spend most of his or her time in Excel and Salesforce building out forecasts and identifying risks and opportunities for improvement. To be successful in the role, this person must partner with the Sales leadership team as well as business unit leaders to facilitate budget creation, pipeline analyses, commission tracking, SaaS metric analyses, and measurement of financial performance. In every aspect of this role, this role's work product will be highly visible and relied upon by the company across multiple levels - from the finance team to the executive leadership team.
What you own in this role:
  • Manage key aspects of the Health Catalyst financial model including budget creation and monthly/quarterly/annual forecast updates
  • Review client contracts and partner with accounting and business unit leaders to determine GAAP revenue recognition as well as staffing requirements
  • Work with Sales leadership and operating team to track risks and opportunities in Salesforce, gather and analyze data to inform the forecast, and report financial performance
  • Perform analyses of pipeline conversion and sales performance by customer/product/region; use analyses to inform sales and revenue forecast
  • Calculate and analyze trends in key SaaS metrics related to new customer sales and expansion/retention
  • Track and forecast select expenses: sales commission, deferred labor costs, and revenue share
  • Lead the annual revenue budgeting process and semi-annual budget updates across various business units
  • Financial model development and improvement to increase accuracy and simplicity both in Excel, Adaptive Insights, and Salesforce
  • Close coordination with department leads to assess and manage financial performance
  • Benchmarking Health Catalyst performance and efficiency relative to comparable companies and work with leadership to establish goals
  • Identify areas for process improvement, automation, and increased efficiency in revenue reporting and analysis
  • Integration of acquisition financial models into Health Catalyst workflow
  • Collaborate with Finance team and leadership to prepare quarterly public market guidance
  • Prepare management reports to present to the department leads, executive team, and the Board of Directors
What you bring to the role:
  • Strong work ethic
  • Outstanding attention to detail
  • Ownership mentality and flexibility to jump between workstreams while maintaining timelines
  • Advanced Excel skills related to building dynamic financial models in an acquisition/investment scenario
  • Deep understanding of key business drivers and financial profile
  • Demonstrates keen interest in learning and growth
  • Strong communications skills both written and verbal
Education & Relevant Experience:
  • Bachelor’s degree or higher
  • 2-6 years of finance experience (FP&A, Investment Banking, Accounting, VC/PE, and/or Management Consulting)

The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.

Studies show that candidates from underrepresented groups are less likely to apply for roles if they don’t have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don’t meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.

At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.