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Senior Financial Analyst

Well Health

Well Health

IT, Accounting & Finance
Santa Barbara, CA, USA
Posted on Friday, March 29, 2024
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.


  • 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


  • 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


  • 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.
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.
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
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.
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.