Financial Analyst

3 weeks ago

Atlanta, Georgia, United States Trella Health Full time

At Trella Health, we are passionate and committed to our mission – empowering meaningful change in healthcare. Since our founding in 2015, we continue to grow our team, enhance our solution and services offerings, accelerate into new markets, and expand our customer base. We are rapidly growing and are looking for new Trellavators to join our team

"What is a Trellavator?" you ask. Innovate and elevate is the name of our game We go above and beyond to collaborate with and support each other – we believe that when a colleague or customers succeeds, we succeed. By learning from others, building on our successes, and taking risks, we constantly raise the bar – continuous improvement is in our DNA. Our word is paramount, we keep our commitments, and we always follow through. We have a strong, reliable support system that fuels growth, collaboration, and passion – and together, we create a positive environment where everyone at Trella Health, including the customers we support, can thrive. Are you ready to learn more about the opportunities with our team? Trell-yeah you are


We are looking for a Financial Analyst to join our Finance & Accounting team to help manage the financial needs of our growing company. You will be responsible for a wide variety of tasks, such as creating business models to support organizational decision making, developing financial and reports for organizational leaders.

Location: Atlanta HQ (hybrid)

Reports to: Sr. Director, Finance

As a member of the Finance & Accounting team at Trella, you will:

  • Analyze business and financial data to understand the company's financial status
  • Prepare annual budget and updated forecasts by collecting, analyzing, and consolidating financial data
  • Develop a dynamic 3-year model to support organizational decision making
  • Monitor business KPIs and alert stakeholders in case of deviation
  • Assist in preparation of monthly and quarterly decks to send to the Board of Directors
  • Create processes to measure product profitability and identify areas of improvement
  • Assist with special ad hoc projects and assignments as required

This job might be a fit for you if you have:

  • Bachelor's Degree in Finance, Accounting, or Statistics
  • 2-4 years of professional experience as a financial analyst, preferably within a Software as a Service (SaaS)/Technology Company
  • Strong analytical and problem-solving skills, with advanced-level skills using Microsoft Excel (e.g., VLOOKUP, pivot tables)
  • High level understanding of Salesforce
  • Experience with Quickbooks and Maxio (SaasOptics) is preferred
  • Highly organized and results-oriented with the ability to meet tight timelines and execute multiple priorities
  • Self-motivated, detailed-oriented, flexible team player who is effective at working independently
  • Strong verbal/written communication and interpersonal skills

About Trella Health:

Trella Health provides unmatched, actionable market intelligence to post-acute care and value-based care providers of all sizes. Our industry leading analytics paired with CRM and EHR integration workflows positions us as the most advanced sales enablement platform for the post-acute care market. One of only a few companies to be deemed both a Qualified Entity by CMS and an Innovator under its Virtual Research Data Center Program, Trella has elite access to billions of performance metrics and referral data to enable competitive positioning across the market. Its standardized insights, representing 90% of all lives 65+ U.S. population, help customers identify, engage, and manage critical relationships and advance their organizations with certainty.

Since launching our first product in 2016, we have experienced tremendous growth and have highlighted a few key data points to get an at-a-glance view of Trella:

  • Over 700 customers including 10 of the top 10 post-acute providers and 4 of the top 10 health systems
  • Over 120 team members and growing
  • Recognized as one of Modern Healthcare's "Best Places to Work" in consecutive years and were ranked in the Top 50 startups in the US by LinkedIn
  • Headquartered in Atlanta, GA with remote hubs in Nashville, Philadelphia, Raleigh, and the Philippines

The Trellavator Experience:

At Trella Health, you can expect to join a welcoming team that truly embodies our core values. Our collaborative culture is anchored by trust, transparency, and inclusion — and we also have a lot of fun. No matter where you work, at Trella Health you can expect an awesome team, frequent virtual gatherings, engaging events, casual attire, and more.

We offer competitive salaries with a comprehensive benefits package to all employees and provide an environment that fosters work-life harmonization with unlimited PTO, company-observed holidays, and Summer Fridays. As we continue to see exponential growth, our goal is to continue to put team members first and strive to offer our team members the best culture and benefits possible. Some of the benefits we provide are:

  • Health, Dental, Vision & Voluntary Benefits
  • Competitive Salary & Bonus Plans
  • 401k Retirement Savings
  • Unlimited PTO & 10 Paid Holidays
  • Flexible Work Hours
  • Equity Shares
  • Paid Leave Programs
  • Marketplace for discounted retail and entertainment

Equal Opportunity Employer

Trella Health is an equal opportunity employer. All persons will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, handicap, veteran status, genetic information, or any other protected status as recognized by federal, state, or local laws.

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