Senior Financial Planning Analyst

Reposted 10 Days Ago
Pleasant Grove, UT
65K Annually
Mid level
Information Technology • Consulting
The Role
The Financial Analyst will support financial analysis and reporting, create automation for financial systems, develop forecasts, and collaborate with stakeholders.
Summary Generated by Built In

We are seeking a highly analytical and driven Senior Financial Planning Analyst to support our financial analysis, decision-making, and reporting processes. As the financial analyst, you will be pivotal in meeting our internal data needs and serving as a critical partner to our stakeholders.
Key Responsibilities:

  • Create, maintain, and automate financial reporting systems.
  • Analyze financial data to drive growth and operational efficiencies.
  • Compile reports and prepare actionable recommendations for management.
  • Develop forecasts, financial models, and budget comparisons.
  • Drive continuous process improvement initiatives.
  • Collaborate with stakeholders to meet their data needs.

Skills and Abilities:

  • Strong analytical, finance, and accounting skills.
  • Excellent organizational and prioritization abilities.
  • High attention to detail and ability to meet deadlines.
  • Exceptional oral and written communication skills.
  • Ability to work independently and demonstrate high emotional intelligence in a fast-paced environment.
  • Ability to present complex financial information clearly and effectively.
  • Proactive in seeking ways to improve processes and efficiencies.

Qualifications:

  • 3 years of experience in financial analysis and forecasting.
  • Advanced skills in Excel and PowerPoint.
  • Proficiency with visualization and planning tools (e.g., Salesforce, Tableau).
  • Strong understanding of database structure design.
  • Bachelor's degree in finance or accounting preferred.


Salary range starts at $80,000. We offer top-tier benefits, including medical, dental, vision, life insurance, HSA with company match, 401K with company match, PTO, and more.
Candidates are encouraged to read this article prior to application: https://klasresearch.com/blog/hiring-character-first/267

Why Join KLAS Research?
At KLAS, we are committed to fostering a supportive and inclusive work environment where every team member can excel. Our culture emphasizes collaboration and continuous learning with a dedication to enhancing global healthcare. Here’s what you can expect:

  • Welcoming and Supportive Team: From day one, you'll be valued and supported in your professional development.
  • Investment in New Hires: We invest in our new hires through an internal education program designed to get you up to speed with KLAS and Health Information Technology (HIT).
  • Career Development: Regular one-on-one meetings, quarterly conversations, and mentoring opportunities to support your growth.
  • Hybrid Schedule: Our hybrid work policy allows team members to work both remotely and in the office. This flexible approach provides team members with a balance between in-person collaboration and remote work autonomy. Hybrid work is defined as four (4) full days expected in-office.
  • Enjoyable Work Environment: We strive to make work enjoyable with quarterly team activities, monthly office events such as chili cook-offs and costume contests, catered lunch twice a month, snack room, and more.
  • Inclusive Culture: We are committed to creating an inclusive environment where everyone feels valued and respected. Our employee resource groups, sponsored by our executives, provide additional support and community for our team members.
  • Core Values: Our core values of integrity, passion, accountability, trust, and humility guide everything we do. We believe in upholding these values to create a positive and productive workplace.


KLAS’ mission is to improve the world's healthcare by amplifying the voice of providers and payers. We can only fully live up to that mission when we prioritize inclusion, equity, and diversity. As a company and individuals, we commit to building an atmosphere where we can all thrive and belong—across race and ethnicity, gender identity and expression, sexuality, age, ability, religion, and experience.
EOE.

Top Skills

Excel
PowerPoint
Salesforce
Tableau
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The Company
HQ: Pleasant Grove, UT
340 Employees
On-site Workplace
Year Founded: 1997

What We Do

KLAS helps healthcare providers make informed technology decisions by offering accurate, honest, and impartial vendor performance information.

KLAS monitors vendor performance through interviewing thousands of healthcare providers representing healthcare organizations throughout the US and here and there across the globe.

KLAS uses a simple methodology to ensure all data and ratings are accurate, honest and impartial to help create market moving moments.

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