Financial Analyst

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 Analyst

Team: FP&A (Financial Planning and Analysis)

Location: US Remote

Travel: < 5%, US

What you'll own in this role:

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 modeling a broad range of business units and cost centers across Health Catalyst including Technology, Professional Services, Life Sciences, and various other investments across R&D and S&M. This individual will spend most of his or her time in Excel and Adaptive Insights building out forecasts and identifying risks and opportunities for improvement. Additionally, to be successful in the role, this individual must partner with the leadership teams of several cost centers to facilitate budget creation, execution, and measurement of performance. The company will rely on this individual to highlight areas for improvement within both headcount and non-headcount cost trends, analyze staffing and operational efficiencies, assess profitability of investments, and provide accurate forecasts to be used both internally and externally. In every aspect of this role, this individual'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.

• Management of key aspects of the Health Catalyst financial model including budget creation, monthly/quarterly/annual forecast updates, and deep understanding of gross margin trends, risks, and opportunities
• Lead the annual budgeting process and semi-annual budget updates across multiple cost centers
• Financial model development and improvement to increase accuracy and simplicity both in Excel and in Adaptive Insights
• Close coordination with department leads to assess and manage financial performance
• Measurement of return on investment across a variety of sales and marketing initiatives
• Benchmarking Health Catalyst performance and efficiency relative to comparable companies and work with leadership to establish goals
• Integration of acquisition financial models into Health Catalyst workflow
• Prepare management reports to present to the department leads, executive team, and the Board of Directors

What you'll bring to this 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
• Experience with Adaptive Insights (or comparable systems) is a plus

Preferred Education & Relevant Experience

• Bachelor's degree
• 1-3 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.

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.