Financial Planning & Analysis Manager, Partnership & Automation

Truveta is the world’s first health provider led data platform with a vision of Saving Lives with Data. Our mission is to enable researchers to find cures faster, empower every clinician to be an expert, and help families make the most informed decisions about their care. Achieving Truveta’ s ambitious vision requires an incredible team of talented and inspired people with a special combination of health, software and big data experience who share our company values.

Truveta was born in the Pacific Northwest, but we have employees who live across the country. Our team enjoys the flexibility of a hybrid model and working from anywhere. In person attendance is required at least once per year for an onsite meeting. 

For overall team productivity, we optimize meeting hours in the pacific time zone. We avoid scheduling recurring meetings that start after 3pm PT, however, ad hoc meetings occur between 8am-6pm Pacific time. #LI-hybrid

Who We Need

Truveta is rapidly building a talented and diverse team to tackle complex health and technical challenges. Beyond core capabilities, we are seeking problem solvers, passionate and collaborative teammates, and those willing to roll up their sleeves while making a difference. 

If you are interested in the opportunity to pursue purposeful work, join a mission-driven team, and build a rewarding career while having fun, Truveta may be the perfect fit for you. 

This Opportunity

As our FP&A Manager, you will be supporting corporate FP&A. You will drive key financial planning and analysis activities and deliverables. You will report directly to our VP, FP&A. In this role you will use your analytical, collaboration and communications skills. This role requires you to be a self-starter, flexible, collaborative, and analytical doer, with high level of integrity, and attention to detail. It is an action and goal-oriented role in a fast-paced, team-oriented collaborative and analytical environment

 In this role, you will:

• Create financial modeling and cost/benefit analysis for new strategic business initiatives related to new initiatives and other adhoc investment analysis
• Support fast evolving investor reporting requirements.
• Leverage AI tools to support forecasting and reporting processes.
• Design, analyze, and maintain incentive compensation plans aligned with business objectives in partnership with partner operations, and people teams.
• Administer monthly commission payout and reporting with accuracy and timeliness leveraging AI tools for automation.
• Create actionable reporting on key operating and financial performance indicators and metrics (KPIs) for business leaders to assist with business decisions such as attainment and incentive impact.
• Support key financial processes including the annual budget, long-term planning, and quarterly forecasting.
• Refine tools, processes, and key drivers to aid business leaders in assessing plan and forecast along with the corresponding assumptions.

Key Qualifications     

• 5+ years of experience in finance or a related analytical field. Experience with companies going through IPO or equivalent preferred but not required
• Experience with cloud technology offerings
• BA/BS in Finance, Accounting, Business, Economics, or a highly analytical field (e.g., Engineering, Math, and Computer Science)
• High proficiency in Excel and other analytics and visualization tools such as Power BI, also planning tools. SQL/Python experience preferred but not required
• Able to work under time pressure, able to prioritize workload and meet tight deadlines
• Positive attitude and flexible, especially in the period of month/quarter/year-end close
• Proven ability to succeed in a fast paced and constantly evolving environment

Why Truveta?    

Be a part of building something special. Now is the perfect time to join Truveta. We have strong, established leadership with decades of success. We are well-funded. We are building a culture that prioritizes people and their passions across personal, professional and everything in between. Join us as we build an amazing company together. 

We Offer:

• Interesting and meaningful work for every career stage
• Great benefits package
• Comprehensive benefits with strong medical, dental and vision insurance plans
• 401K plan
• Professional development for continuous learning
• Work/life autonomy via flexible work hours and flexible paid time off
• Generous parental leave
• Regular team activities (virtual and in-person as soon as we are able)
• The base pay for this position is $135,000 to $150,000. The pay range reflects the minimum and maximum target. Pay is based on several factors including location and may vary depending on job-related knowledge, skills, and experience. Certain roles are eligible for additional compensation such as incentive pay and stock options.

If you are based in California, we encourage you to read this important information for California residents linked here.

Truveta is committed to creating a diverse, inclusive, and empowering workplace. We believe that having employees, interns, and contractors with diverse backgrounds enables Truveta to better meet our mission and serve patients and health communities around the world. We recognize that opportunities in technology historically excluded and continue to disproportionately exclude Black and Indigenous people, people of color, people from working class backgrounds, people with disabilities, and LGBTQIA+ people. We strongly encourage individuals with these identities to apply even if you don’t meet all of the requirements.

Please note that all applicants must be authorized to work in the United States for any employer as we are unable to sponsor work visas or permits (e.g. F-1 OPT, H1-B) at this time. We appreciate your interest in the position and encourage you to explore future opportunities with us.

Senior Revenue Accountant

Truveta is the world’s first health provider led data platform with a vision of Saving Lives with Data. Our mission is to enable researchers to find cures faster, empower every clinician to be an expert, and help families make the most informed decisions about their care. Achieving Truveta’ s ambitious vision requires an incredible team of talented and inspired people with a special combination of health, software and big data experience who share our company values.

Truveta was born in the Pacific Northwest, but we have employees who live across the country. Our team enjoys the flexibility of a hybrid model and working from anywhere. In person attendance is required at least once per year for an onsite meeting. 

For overall team productivity, we optimize meeting hours in the pacific time zone. We avoid scheduling recurring meetings that start after 3pm PT, however, ad hoc meetings occur between 8am-6pm Pacific time. #LI-hybrid

Who We Need

Truveta is rapidly building a talented and diverse team to tackle complex health and technical challenges. Beyond core capabilities, we are seeking problem solvers, passionate and collaborative teammates, and those willing to roll up their sleeves while making a difference. 

If you are interested in the opportunity to pursue purposeful work, join a mission-driven team, and build a rewarding career while having fun, Truveta may be the perfect fit for you. 

This Opportunity

The Senior Revenue Accountant will report to our Controller to support US GAAP compliant revenue recognition. This role requires resourcefulness to manage our day to day revenue operations and initiative to help create process improvements around the revenue process for a fast-growing company.

A strong candidate for this role is highly analytical, approaches problems in a structured manner and is comfortable in a fast paced, ambiguous environment with frequently changing priorities.

 In this role, you will:

• Prepare technical accounting memos assessing revenue recognition for new products and contracts and corroborate with supporting data studies as needed.
• Maintain and update revenue accounting policies and procedures.
• Oversee the day-to-day revenue accounting operations, interpret and support the processing of complex contracts and Statements of work in NetSuite to ensure revenue is recognized in accordance with ASC 606.
• Onboard new customers, own the invoicing process and handle invoicing questions related to contract and deal terms.
• Work closely with the Customer Success team to review hours and project milestones to ensure accurate recognition of Professional Services revenue.
• Work with engineering and product teams to analyze large datasets, build and enhance the process around usage billing, and prepare monthly usage billing.
• Collaborate with various teams in managing and maintaining usage estimates and forecasts to remain compliant with ASC 606.
• Participate in month-end close processing including preparation of journal entries, reconciliation of revenue, deferred accounts and commission and pulling together applicable reports.
• Analyze and comment on monthly, quarterly, annual variances for relevant accounts within income and balance sheet statements.
• Prepare revenue and commission related disclosures at quarter and year-end.
• Assist in determining the appropriate sales tax treatment and managing tax filings.
• Proactively identify areas for improvement; provide well formulated solutions and effectively carry out the implementation of those solutions.
• Assist in the design and documentation of internal controls and perform key control activities identified for relevant accounting areas. 
• Perform multiple tasks and ad hoc projects as assigned.

Key Qualifications     

• 3+ years of SaaS/B2B industry revenue accounting experience REQUIRED & Big 4 a plus
• Bachelors degree in Accounting; CPA required
• High level understanding of order-to-cash cycle and experience in building related processes
• Strong documentation and communication skills

Why Truveta?    

Be a part of building something special. Now is the perfect time to join Truveta. We have strong, established leadership with decades of success. We are well-funded. We are building a culture that prioritizes people and their passions across personal, professional and everything in between. Join us as we build an amazing company together. 

We Offer:

• Interesting and meaningful work for every career stage
• Great benefits package
• Comprehensive benefits with strong medical, dental and vision insurance plans
• 401K plan
• Professional development for continuous learning
• Work/life autonomy via flexible work hours and flexible paid time off
• Generous parental leave
• Regular team activities (virtual and in-person as soon as we are able)
• The base pay for this position is $140,000 to $165,000. The pay range reflects the minimum and maximum target. Pay is based on several factors including location and may vary depending on job-related knowledge, skills, and experience. Certain roles are eligible for additional compensation such as incentive pay and stock options.

If you are based in California, we encourage you to read this important information for California residents linked here.

Truveta is committed to creating a diverse, inclusive, and empowering workplace. We believe that having employees, interns, and contractors with diverse backgrounds enables Truveta to better meet our mission and serve patients and health communities around the world. We recognize that opportunities in technology historically excluded and continue to disproportionately exclude Black and Indigenous people, people of color, people from working class backgrounds, people with disabilities, and LGBTQIA+ people. We strongly encourage individuals with these identities to apply even if you don’t meet all of the requirements.

Please note that all applicants must be authorized to work in the United States for any employer as we are unable to sponsor work visas or permits (e.g. F-1 OPT, H1-B) at this time. We appreciate your interest in the position and encourage you to explore future opportunities with us.