Sr Corporate Planning Analyst

Waystar • Atlanta, GA

3d

About The Position

As part of the Waystar (NASDAQ: WAY) Finance Team, this role is a core contributor to the company’s monthly forecasting process, Annual Operating Plan, and long range planning. The position is responsible for producing accurate, timely, and driver‑based forecasts by partnering closely with functional leaders to understand performance trends, key assumptions, and emerging risks and opportunities. The role leads end‑to-end forecast and annual Planning cycles, including data consolidation, assumption validation, scenario analysis, and management‑ready deliverables. This includes preparing clear variance analyses versus prior forecasts, Plan, and actual results, translating complex financial outcomes into concise insights for senior leadership and external stakeholders. Senior Analysts are expected to demonstrate strong ownership of planning and forecasting outputs, continuously refine financial models, and identify opportunities to improve forecast accuracy, transparency, and process efficiency. Success in this role requires strong cross‑functional business partnership, the ability to manage multiple planning timelines simultaneously, and a proactive mindset focused on decision support and performance management. This position offers the opportunity to deepen FP&A expertise while building leadership presence in a fast‑paced, growth‑oriented environment.

Requirements

• Bachelor’s degree in Economics, Finance, Business, Accounting, Mathematics, or a related field.
• 3-5+ years of similar work experience.
• 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.

Nice To Haves

• 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.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level