Senior Financial Analyst

| Santa Barbara, CA, USA | Hybrid
Employer Provided Salary: 80,000-106,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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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: Since founding in 2015, Artera has consistently been recognized for its innovative technology, business growth, and named a top place to work. Examples of these accolades include: Inc. 5000 Fastest Growing Private Companies (2020, 2021, 2022, 2023); Deloitte Technology Fast 500 (2021, 2022, 2023); Built In Best Companies to Work For (2021, 2022, 2023, 2024). Artera has also been recognized by Forbes as one of “America’s Best Startup Employers,” Newsweek as one of the “World’s Best Digital Health Companies,” and named one of the top “44 Startups to Bet your Career on in 2024” by Business Insider.


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.

Artera values in-person collaboration and currently focuses hiring in the following US cities: Santa Barbara, Los Angeles, San Francisco/Bay Area, Kansas City, and Philadelphia (Wayne).


Artera HQ is in Santa Barbara, CA, and we have an additional US office located in Philadelphia (Wayne), PA. If you live in the Santa Barbara or Philadelphia area, your role will be hybrid and you will be required to work out of your designated office location 3 days a week, unless otherwise noted in the job requirements.


If you live in Los Angeles, San Francisco/Bay Area, or Kansas City, your role will be remote to start. As our team continues to grow in these cities, Artera will be considering opening offices in these locations. Once that happens, you will be required to work out of your designated office location 3 days a week, unless otherwise noted in the job requirements.


LOCATION

Artera values in-person collaboration and is currently hiring in the following US cities: Santa Barbara, Los Angeles, San Francisco/Bay Area, Kansas City, and Philadelphia (Wayne). 


Artera HQ is in Santa Barbara, CA, and we have an additional US office located in Philadelphia (Wayne), PA. If you live in the Santa Barbara or Philadelphia area, your role will be hybrid and you will be required to work out of your designated office location 3 days a week, unless otherwise noted in the job requirements. 


If you live in Los Angeles, San Francisco/Bay Area, or Kansas City, your role will be remote to start. As our team continues to grow in these cities, Artera will be considering opening offices in these locations. Once that happens, you will be required to work out of your designated office location 3 days a week, unless otherwise noted in the job requirements. 


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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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
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    • PythonLanguages
    • SqlLanguages
    • TypeScriptLanguages
    • ReactLibraries
    • ReduxLibraries
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    • DjangoFrameworks
    • ExpressFrameworks
    • KafkaFrameworks
    • Next.jsFrameworks
    • Node.jsFrameworks
    • TensorFlowFrameworks
    • Temporal.ioFrameworks
    • PostgreSQLDatabases
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    • DocuSignCRM
    • LinkedIn SalesNavigatorCRM
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    • SalesloftCRM
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    • ZoomInfoLead Gen
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    • SurveymonkeyLead Gen
    • ClariLead Gen
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    • SlackCollaboration
    • ZoomCollaboration
    • Google SuiteCollaboration
    • AsanaProject Management

An Insider's view of Artera

What’s the vibe like in the office?

Artera's office is an open, collaborative space from the top down -- situated in the heart of downtown SB! Impromptu coffee walks to Dune with members of the C-Suite happen regularly, and everyone who comes in knows each other by name and has likely had lunch together at our local cafe -- Savoy!

Reid

Regional Sales Director

What kinds of technical challenges do you and your team face?

At the current growth stage of Artera, the biggest technical challenge we face is scaling. As a software engineer, it's an exciting time to be a part of the team. I have a direct role in helping us as we continue to grow and expand our tech stack to scale the organization to the next stage.

Anav

Senior Software Engineer

What unique initiatives do you have that encourage innovation?

At Artera, we believe in purposeful innovation. We embed engineers in the product discovery phase so they learn more about the problems to solve. These engineering anchors have the empowerment to help us innovatively solve problems and is where critical innovation takes place for us.

Ashu

SVP of Engineering

What are Artera Perks + Benefits

Artera Benefits Overview

At Artera, we recognize that our employees lead full lives in and outside of work and need our support both personally and professionally to truly achieve success. We invest in effective, accessible benefits and programs to support all of our employees by nurturing their whole selves.

Artera benefits and cultural offerings are robust— and all have the intent to support different aspects of our employees’ lives:

Low cost medical, dental & vision plans: 5 medical plan options, one of which is available at no monthly cost to employees.

Groundbreaking access to mental health support: Employees on Artera’s healthcare plans can enjoy a $0 co-pay for in-network mental health visits and free, unlimited access to on-demand services like Ginger, Talkspace and MDLive.

Fertility benefits for family planning: Artera offers a $10,000 lifetime credit for a variety of fertility diagnostic and treatment services for each individual on one of our insurance plans.

Robust & easy parental leave: Our parental leave benefits are truly comprehensive, and include:
*Up to 16 weeks of paid parental leave at 100 percent of base salary for all parents (birthing, non-birthing, and adoptive) welcoming a new child into their family.
*30 days of $30 worth of food delivery.
*Super simple leave planning and management with Cocoon.
*Childcare stipend for up to 3 months.

Remote-friendly, hybrid work environment: The future of work is now! Artera is a Santa Barbara-headquartered, remote-friendly company that supports a hybrid way of working. Our primary way of working is not based on all employees in one office every day, allowing us to continually increase the diversity, experiences, and perspectives of our team. Our employees live and work all around the world, with additional offices in Philadelphia and Budapest, Hungary!

Career development opportunities: We provide customized learning experiences to strengthen innovation, creativity, empathy and leadership capabilities alongside critical technology skills. Our goal is to ensure all of our employees have the ability to thrive and succeed in their roles and beyond.

A few ways we #PursueGrowth at Artera:
*Learning and development funds
*Manager training and development
*Performance development check-ins in real-time

Diversity, equity, inclusion & belonging: Artera employees bring their full selves to work. Our multicultural, employee-led ‘Employee Resource Groups’ (ERGs) reflect our dedication to creating an inclusive, equitable, and diverse workplace. Everyone is welcome to join any group as an identifying member or as an ally.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
In-person all-hands meetings
For people who are based in Santa Barbara, we encourage them to join our meetings at the office! We usually have some type of treat provided.
In-person revenue kickoff
President's club
Employee awards
Flexible work schedule
Remote work program
Diversity
Mandated unconscious bias training
All employees are required to complete unconscious bias training at the start of their employment and every two years thereafter.
Mean gender pay gap below 10%
Diversity employee resource groups
Available groups: Women, Black & Latinx, South Asian, Asian, & Pacific Islander, Indigenous People, Inter-Faith, Parents, Disability, Veterans, and LGBTQIA+.
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Employees may contribute to a medical or dependent care FSA up to IRS limits to use pre-tax funds for eligible expenses.
Disability insurance
With our Short-Term and Long-Term Disability plan you can rest easy knowing that you are covered if you become injured or too sick to work.
Dental insurance
Artera will contribute 80% for employee premium and 50% of dependent premiums. Coverage includes Orthodontia for adults and children.
Vision insurance
Artera contributes 80% for employee premiums and 50% of dependent premiums. Coverage includes eye exams, lenses, and frames every calendar year with a yearly allowance for lenses/frames or contacts.
Health insurance
Artera will contribute 100% of employee premium and 75% of dependent premium of the Medical Mid Plan. HSA eligible HDHP option also available.
Life insurance
Artera pays 100% of annual base salary to beneficiaries. Additional voluntary life insurance is also available.
Pet insurance
Artera offers pet insurance through Wishbone Pet Insurance as a voluntary benefit. Premiums are employee paid.
Wellness programs
Monthly wellness topics through Artera’s wellness app, GoPivot, that offers fun and impactful ways to improve all areas of your health through education, activities, and challenges.
Team workouts
Employees participate in occasional group meditation and yoga sessions. All employees have access to GoPivot, Artera’s wellness app that encourages team challenges such as step, sleep and workouts.
Mental health benefits
Employees on Artera medical plans can take advantage of $0 co-pay for in-network mental health visits and unlimited access to online on-demand support services. An EAP is available to all employees.
Financial & Retirement
401(K)
Employers have access to Artera’s 401(k) plan with both traditional and Roth 401(k) contribution options to help save for retirement in a tax-advantaged way.
Company equity
Artera offers stock options through its equity grant plan that vest over a four-year period with a one-year cliff.
Child Care & Parental Leave
Childcare benefits
We offer many generous benefits to our parents including a generous leave policy, food delivery and childcare stipends.
Generous parental leave
Our parental leave program currently exceeds FMLA standards.
Family medical leave
Fertility benefits
A $10,000 lifetime credit for a variety of fertility diagnostic and treatment services for each individual on an Artera Cigna plan.
Vacation + Time Off
Generous PTO
We offer a flexible time off policy to all US employees.
Paid volunteer time
We encourage employees to give back to their communities in the best way they see fit. Flexibility with our time off policy allows employees to volunteer during normal business hours.
Paid holidays
Paid sick days
All full-time employees in the US receive 10 sick and safe time days to use per year. Part time employees are granted 7 sick and safe time days plus additional time as required by state law
Flexible time off
Bereavement leave benefits
Company-wide vacation
We currently do a company closure for winter break between Christmas and New Years.
Office Perks
Commuter benefits
Company-sponsored outings
Social virtual and hybrid events are hosted by our Connected Employee Committee to foster relationships between peers.
Free snacks and drinks
Employees in the Santa Barbara office are welcome to enjoy a variety of snacks and drinks in the office.
Company-sponsored happy hours
Onsite office parking
We offer employees free on-site parking in our lot, and a parking subsidy for when the lot is full.
Pet friendly
Relocation assistance
Home-office stipend for remote employees
Artera’s WFH stipend and equipment reimbursements (monitor, keyboard, mouse, etc.) are offered to all new employees to set up their home office.
Mother's room
Professional Development
Job training & conferences
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

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