Financial Analyst, Sales Operations

Join one of the nation’s leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation’s leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:

• Data: integrate data in a flexible, open & scalable platform to power healthcare’s digital transformation​
• Analytics: deliver analytic applications & services that generate insight on how to measurably improve​
• Expertise: provide clinical, financial & operational experts who enable & accelerate improvement​
• Engagement: attract, develop and retain world-class team members by being a best place to work​

Job Title:  Sales Operations Financial Analyst

Department: Sales Operations
Location: US Remote
Travel: <5%

** This role is not currently eligible for visa sponsorship. **

Overview:

We are looking for a detail-oriented and motivated Sales Operations Financial Analyst to join our growing team. This is an entry-level position where you will support finance and sales operations by assisting with the contract reconciliation process, analyzing basic financial data, and helping with the month-end close process. The ideal candidate is eager to learn, detail-focused, and ready to grow within the role by developing a strong understanding of revenue operations and financial analysis.

What you’ll own in this role:
 

Contract Reconciliation and Month-End Close:

• Assist in the contract reconciliation process, ensuring that contracts are accurately tracked and aligned between bookings and revenue recognized.
• Support the month-end close process, working alongside senior team members to help ensure contract-related recognition entries are completed on time.
• Identify any discrepancies in the reconciliation process and escalate to senior team members for resolution.

Cross-Functional Collaboration:

• Assist in collaborating with internal teams (e.g., Sales, Legal, Finance) to help ensure consistency.
• Help support the external team in optimizing pricing, discounting, and bookings in line with contract terms.

Process Improvement:

• Identify basic opportunities for improving the contract reconciliation process and related financial tracking.
• Support automation initiatives to help streamline workflows for contract reconciliation and reporting.
• Assist in testing and implementing tools and technologies to improve contract tracking and data accuracy.

What you’ll bring to this role:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Some experience (internships or coursework) in financial analysis or sales operations is preferred but not required.
• Strong interest in learning about revenue recognition principles, contract reconciliation, and financial reporting.
• Ability to work collaboratively with cross-functional teams, including Sales, Legal, and Finance.
• Detail-oriented, organized, and able to manage multiple tasks in a fast-paced environment.
• Comfortable with Excel or similar financial tools; experience with CRM systems (e.g., Salesforce/CPQ) is a plus, but not required.
• Positive attitude and eagerness to learn and grow within the role.

Information Security and Compliance Responsibilities:  

• Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.  
• Adhere to and comply with the organizations Acceptable Use Policy.  
• Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance. 

The above statements describe the general nature and level of work being performed in this job function.  They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.

Studies show that candidates from underrepresented groups are less likely to apply for roles if they don’t have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don’t meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.

At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.