Hybrid Senior Corporate Planning Analyst

Posted 2 hours ago

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About the role

  • Senior Analyst at Waystar focusing on financial analysis and forecasting processes. Collaborating with cross-functional leaders to enhance planning accuracy and efficiency.

Responsibilities

  • Own and execute financial analysis, reporting, and driver‑based 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 forward‑looking projections, delivering clear variance analysis versus prior forecast, Plan, and actuals with increasing independence.
  • Lead the preparation and ongoing refinement of management‑ready forecasts and Operating Plan deliverables for senior leadership and Board reporting.
  • Deliver concise, insight‑driven analyses to senior and executive leadership on both a recurring and ad‑hoc 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 data‑driven decision‑making.
  • 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 cross‑functional partners.

Requirements

  • 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.

Benefits

  • 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

Job title

Senior Corporate Planning Analyst

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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