Waystar Logo

Waystar

Sr Corporate Planning Analyst

Posted Yesterday
Be an Early Applicant
In-Office
Lehi, UT
Senior level
In-Office
Lehi, UT
Senior level
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.
The summary above was generated by AI

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 500,000 providers, 1,000 health systems and hospitals, and 5,000 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.

Top Skills

Power BI

Similar Jobs at Waystar

4 Hours Ago
In-Office
Senior level
Senior level
Healthtech • Payments • Software
Designs, implements, and operates enterprise network infrastructure focusing on Google Cloud Platform with a hands-on role in architecture and operations.
Top Skills: Google Cloud PlatformTerraform
4 Hours Ago
In-Office
Senior level
Senior level
Healthtech • Payments • Software
The Senior SRE will manage system reliability, automation, incident response, and collaborate with teams to enhance data platforms and services.
Top Skills: Apache AirflowAWSAzureCloudFormationGCPGrafanaKafkaKubernetesPowershellPrometheusPythonSparkSplunkTerraform
Yesterday
In-Office
Senior level
Senior level
Healthtech • Payments • Software
The role involves designing and developing machine learning models, conducting data analysis, collaborating with engineering teams, and mentoring junior data scientists to enhance business insights.
Top Skills: Aws EmrGcp DataflowHadoopMatplotlibNumpyPandasPower BIPythonPyTorchScikit-LearnSeabornSparkSQLTableauTensorFlow

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account