Senior Financial Analyst

Santa Barbara, CA, United States

ABOUT ARTERA

Our Mission: Make healthcare #1 in customer service.

What We Deliver: Artera (formerly WELL Health) is the patient communication platform that delivers happier staff, healthier patients, and more profitable organizations. We enable two-way conversations between patients and their healthcare teams through secure, multilingual messaging across multiple channels – including text, email, and telephone. By unifying disjointed touchpoints into a single, intuitive channel, Artera fuels connected patient experiences and empowers organizations to deliver the best customer service imaginable.

Our Impact: Artera helps 500+ healthcare providers facilitate more than 1 billion messages for 40+ million patients annually.

Our award-winning culture: In 2021, Artera was named #10 on the Forbes list of America’s Best Startup Employers, as well as being named one of Deloitte’s Fast 500 (#133). Artera was also recognized as one of the Best Midsize Companies to Work for in Los Angeles by Built In in 2022, and has been ranked on the Inc. 5000 list of fastest-growing private companies for three consecutive years.

Artera’s Finance team is looking for a Senior Financial Analyst to join the team. You will report into our Senior Manager, FP&A and join a lean team.

The right person for this role is looking for their next opportunity at a fast-paced SaaS company. You have a strong understanding of GAAP and are interested in learning more about SaaS financials. You are looking to join a mid-sized organization with lots of opportunities to learn and grow. You are interested in having visibility into all areas of the business and having a seat at the table in executive conversations. You are excited about the idea of joining a later stage startup and being part of a potential exit.

Responsibilities Maintain and improve spreadsheets that model the business; building new models

Plan and forecast general ledger and pipeline data

Prepare and automate monthly and quarterly financial reporting packages, including professional presentations outlining detailed variance explanations against budget and forecast to understand performance drivers

Meet deadlines for timely reporting to your business partners

Partner with Accounting to ensure accurate accruals that are being booked to the correct cost centers for accurate variance commentary

Update our models and plan based on organization shifts as needed

Ad hoc reporting, analysis, presentations and special projects as needed

Connect our ERP’s system to operational business models; extract data from our ERP to Excel

Consistently look for ways to solve more business problems that fuel growth and drive out waste, present your ideas, and push your ideas forward

Assist with implementing new tools and systems

Requirements 3-6 years of Financial Analyst experience

Strong analytical skills with the ability to master new systems and applications quickly

Experience with 3 statement modeling

Advanced Microsoft Excel skills

Familiar with GAAP accrual accounting

ERP experience (Ex: NetSuite, Sage, SAP, etc.)

Solutions oriented; mindset of process improvement

Strong independent worker with excellent communication skills

Comfortable working on multiple projects simultaneously while delivering results in a timely manner

Consistently delivers clean, quality work; obsessed with accuracy

Experience building and maintaining internal business partnerships

Available to travel a few times a year to our Santa Barbara, CA headquarters

Bonus Experience working for a SaaS company

SQL skills

Salesforce experience

Experience with Netsuite specifically

Experience with Planful (or a similar planning software)

Advanced Google Sheets skills

Healthcare industry knowledge

Our Expectations 30/60/90 Within 30 days you will… Gain an understanding of our accounting data, our financial plan, and our models. Start to be able to discuss our business metrics and understand where to find what in which model.

Within 60 days you will… Start to update models for the Senior Manager, FP&A to review. Help the Senior Manager, FP&A design new interfaces of systems.

Within 90 days you will… Be a strong independent individual contributor and start to make an impact on the team and business.

Beyond 90 days you will… Contributing to and initiating process improvement projects.

$80,000 - $106,000 a year The compensation for this role will be based on level of experience and the geographic tier in which you are located. This position also comes with equity and a variety of benefits. Tier 1 Salary: $89,000 - $106,000 Non-Tier 1 Salary: $80,000 - $95,000 SPECIFIC NOTE ON LOCATION: We are only open to candidates based in Santa Barbara, CA, Los Angeles, CA, San Francisco, CA, Kansas City, MO, or Philadelphia, PA. If you are based in Santa Barbara, CA this is a hybrid role.

LOCATION

Artera HQ is in Santa Barbara, CA and we are remote friendly, unless otherwise noted in the job posting. If you are located outside of the Santa Barbara area and located within the United States and are interested in working remotely, APPLY TODAY.#LI-Remote #BI-Remote

WORKING AT ARTERA

Company benefits - Full health benefits (medical, dental, and vision), flexible spending accounts, company paid life insurance, company paid short-term & long-term disability, flexible spending accounts, company equity, voluntary benefits, 401(k) and more!

Career development - Manager development cohorts, employee development funds

Generous time off - Company holidays, Winter & Summer break, and flexible time off

Employee Resource Groups (ERGs) - We believe that everyone should belong at their workplace. Our ERGs are available for identifying employees or allies to join.

Committed to Diversity, Equity, and Inclusion

Artera is an Equal Opportunity Employer and is committed to fair and equitable hiring practices. All hiring decisions at Artera are based on strategic business needs, job requirements and individual qualifications. All candidates are considered without regard to race, color, religion, gender, sexuality, national origin, age, disability, genetics or any other protected status.

With that said, research shows that women and other underrepresented groups apply only if they meet 100% of the criteria. Artera is committed to leveling the playing field, and we encourage you to apply for positions even if you do not meet 100% of the criteria. We would love to connect with you and see if you would be a great fit for our role!

We’re dedicated to creating an inclusive, equitable, and diverse workplace, where everyone feels safe to be themselves and diversity is a strength. Artera is committed to providing employees with a work environment free of discrimination and harassment; Artera will not tolerate discrimination or harassment of any kind.

DATA PRIVACY

Artera values your privacy. By submitting your application, you consent to the processing of your personal information provided in conjunction with your application. For more information please refer to our Privacy Policy .

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