Sr Corporate Planning Analyst

· Remote

Location

Remote

Type

Full Time

Job Description

Sr Corporate Planning Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Senior level
Healthtech • Payments • Software
The Role
The Senior Corporate Planning Analyst is responsible for monthly forecasts Annual Operating Plans financial analysis and enhancing forecast accuracy requiring strong analytical skills and cross-functional collaboration.
Summary Generated by Built In

ABOUT THIS POSITION

As part of the Waystar (NASDAQ: WAY) Finance Team this role is a core contributor to the company’s monthly forecasting process Annual Operating Plan and long range planning. The position is responsible for producing accurate timely and driver‑based forecasts by partnering closely with functional leaders to understand performance trends key assumptions and emerging risks and opportunities. The role leads end‑to‑end forecast and annual Planning cycles including data consolidation assumption validation scenario analysis and management‑ready deliverables. This includes preparing clear variance analyses versus prior forecasts Plan and actual results translating complex financial outcomes into concise insights for senior leadership and external stakeholders. Senior Analysts are expected to demonstrate strong ownership of planning and forecasting outputs continuously refine financial models and identify opportunities to improve forecast accuracy transparency and process efficiency. Success in this role requires strong cross‑functional business partnership the ability to manage multiple planning timelines simultaneously and a proactive mindset focused on decision support and performance management. This position offers the opportunity to deepen FP&A expertise while building leadership presence in a fast‑paced growth‑oriented environment.

WHAT YOU'LL DO

  • Own and execute financial analysis reporting and driverbased modeling to support the monthly forecast and Annual Operating Plan cycles including adjusted results and key business metrics. 

  • Prepare analyze and explain historical actuals adjusted results and forwardlooking projections delivering clear variance analysis versus prior forecast Plan and actuals with increasing independence. 

  • Lead the preparation and ongoing refinement of managementready forecasts and Operating Plan deliverables for senior leadership and Board reporting. 

  • Deliver concise insightdriven analyses to senior and executive leadership on both a recurring and adhoc basis translating complex financial outcomes into actionable recommendations. 

  • Lead initiatives to identify financial operational and process improvement opportunities with a focus on improving forecast accuracy transparency and efficiency. 

  • Enhance forecasting and financial insights by leveraging Power BI and AI tools to automate reporting increase visibility into key drivers and support datadriven decisionmaking. 

  • Gather integrate and analyze data from multiple systems and sources to ensure forecast integrity assumption alignment and consistency across planning and forecasting cycles. 

  • Proactively identify opportunities to strengthen planning and forecasting processes modeling methodologies and business insights effectively communicating recommendations to management and crossfunctional partners. 

WHAT YOU'LL NEED

  • Bachelor’s degree in Economics Finance Business Accounting Mathematics or a related field. 

  • 3-5+ years of similar work experience. 

  • Assurance or advisory experience with Big Four accounting firms is strongly preferred. 

  • CPA CFA or other relevant certifications a plus. 

  • Experience working for a publicly traded company or private equity-backed business. 

  • Strong understanding of financial metrics accounting concepts and US GAAP. 

  • Exceptional critical thinking and analytical skills with the ability to work independently on complex analyses. 

  • Attention to detail and the ability to communicate financial information clearly to senior stakeholders. 

  • Self-motivated with the ability to manage multiple ongoing tasks and assignments. 

  • A passion for personal development aspiring to be a subject matter expert and leader within the Finance team. 

ABOUT WAYSTAR

Through a smart platform and better experience Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.

Waystar’s healthcare payments platform combines innovative cloud-based technology robust data and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers 1K+ hospitals and health systems and is connected to over 5K commercial and Medicaid/Medicare payers.  We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work always; making it happen; and joyful optimistic & fun.

Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500000 providers 1000 health systems and hospitals and 5000 payers and health plans. For more information visit waystar.com or follow @Waystar on Twitter.  

WAYSTAR PERKS

  • Competitive total rewards (base salary + bonus if applicable)
  • Customizable benefits package (3 medical plans with Health Saving Account company match)
  • We offer generous paid time off for our non-exempt team members starting with 3 weeks + 13 paid holidays including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
  • Paid parental leave (including maternity + paternity leave)
  • Education assistance opportunities and free LinkedIn Learning access
  • Free mental health and family planning programs including adoption assistance and fertility support
  • 401(K) program with company match
  • Pet insurance
  • Employee resource groups

Waystar is proud to be an equal opportunity workplace. We celebrate value and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race color religion age sex national origin disability status genetics marital status protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

This applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.

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The Company
HQ: Louisville KY
967 Employees
Year Founded: 2018

What We Do

Waystar provides market-leading technology that simplifies and unifies healthcare payments. Our cloud-based platform streamlines workflows and improves financials for healthcare providers of all kinds and brings more transparency to the patient financial experience. The Waystar platform is used by more than 450k providers 750 health systems and hospitals and 5k health plans—and integrates with all major HIS and practice management systems. The financial and administrative challenges facing healthcare providers are daunting. Waystar’s technology platform simplifies and unifies healthcare payments across the revenue cycle. We empower healthcare organizations to automate manual work gain insight into processes and performance and ultimately collect more revenue. At Waystar we know there’s a better more efficient way forward. Let’s climb the mountain ahead of us to reach new heights in healthcare.

Waystar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQLouisville KY
Duluth GA
Lehi
Learn more

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Date Posted

04/16/2026

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