Financial Planning - Salt Lake City, United States - Health Catalyst

Description

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Financial Planning & Analysis, Manager

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locations

US Remote

time type

Full time

posted on

Posted 3 Days Ago

job requisition id

REQ-2266

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:
Financial Planning & Analysis, Manager

Team:
Finance

Location:
US Remote / Salt Lake City, UT

Travel:
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 manage or oversee financial analysts and 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, Adaptive Insights, 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.

Primary Duties & Responsibilities
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

b usiness 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

Targeted Skills
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

Has people management experience

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.

Health Catalyst is a leading provider of data and analytics technology and services to healthcare organizations, and is committed to being the catalyst for massive, measurable, data-informed healthcare improvement.

As of December 31, 2019, Health Catalyst served greater than 125 customers including academic medical centers, integrated delivery networks, community hospitals, large physician practices, ACOs, health information exchanges, health insurers, and other risk-bearing entities.

Its customers leverage the cloud-based data platform—powered by data from more than 100 million patient records and encompassing trillions of facts—as well as its analytics software and professional services expertise to make data-informed decisions and realize measurable clinical, financial and operational improvements.

Health Catalyst envisions a future in which all healthcare decisions are data informed.

Learn more about working at Health Catalyst here:
.

At Health Catalyst, we celebrate and are committed to diversity and inclusion across all dimensions, including but not limited to race, gender, identity, age, and religion.

Our four team member resource groups include:
Shades, Queers & Allies, Women Empowered, and Veterans.

We offer best in class benefits that encourage ownership and inclusion:
mentoring and sponsorship programs, remote-work friendliness, career development, company equity, and flexible PTO.

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