Working at Ursa

Ursa Health is a data analytics company that is reinventing how healthcare organizations use data to learn, make decisions, and innovate in healthcare. Our flagship product, Ursa Studio, is a highly responsive, fully no-code analytics development platform that transforms the way innovation teams work.

We offer a culture that prizes both individualism and teamwork, where people are encouraged to voice and try new ideas, and where we deliver not only what our customers ask for but what they truly need. Kindness and empathy for our co-workers and customers keep us focused on what matters and maintain a calm and respectful workplace.

We are currently seeking a Senior Director of Finance to join our growing team. Reporting to the Chief Administrative Officer, the Senior Director of Finance will lead and manage the full suite of finance needs at the company, including accounting, cash management, financial planning and analysis, and strategic support (commercial and business related), and they will be a key contributor in fundraising activities. The Senior Director of Finance will also be focused on developing robust financial processes and controls, establishing and maintaining a cadence of financial activities (including monthly financial and management / KPI reporting, quarterly forecasting, budgeting, and planning), and supporting a wide range of decision-making and analytical needs to drive growth in the business.

Key responsibilities:

• Maintain the general ledger and accounting system, and ensure all company transactions are recorded in accordance with GAAP
• Complete month-end close activities, account reconciliations, and supporting schedules
• Work with external tax, audit, and accounting firms to supervise and manage all outsourced finance-related transactions and projects
• Construct and monitor reliable financial controls, and ensure compliance with all legal and regulatory requirements
• Perform cash management responsibilities, including banking and working capital management, invoicing, accounts receivable, and accounts payable management
• Develop and maintain Ursa Health’s monthly financial reporting, planning, and analysis activities
• Develop and implement standardized and scalable budgeting, forecasting, and financial reporting tools and processes
• Create and manage the budgeting process, and oversee expense management
• Support the leadership team in assessing the financial drivers of the business, financial implications, and strategic objectives
• Partner on vendor contracting and customer deal design, contracting, and negotiations, including any related modeling needs
• Work closely with the leadership team on board and investor presentations

Skills and qualifications:

• Master’s degree in finance, accounting, statistics, or a related field
• CPA/CFA highly desirable
• 8-12 years of progressive finance responsibility, with emphasis on financial planning and analysis (FP&A)
• 5+ years’ experience as a leader of financial planning and analysis functions
• Previous investment banking/management consulting or Big 5 accounting firm experience a plus
• Demonstrated success in implementing FP&A and budgeting functions
• Exceptional financial modeling and understanding of income statement, balance sheet, and cash flow relationships
• Strong knowledge of GAAP accounting rules, and experience using accounting software
• Superior Excel skills, experience with QuickBooks, and the ability to use financial reporting data analytics and visualization software
• Experience with fundraising, investor relations, and board relations/reporting preferred
• Highly analytical, strategic, and detail-oriented, with a commitment to excellence
• Ability to transition seamlessly from complex analyses to simple, precise business implications
• Excellent presentation skills, with the ability to convey and synthesize technical financial information to non-financial professionals
• Strong work ethic and interpersonal skills, with an emphasis on teamwork, initiative, and integrity
• Ability to prioritize and deliver in a deadline-oriented environment

Location:

• Nashville preferred

Ursa Health is a data analytics software and professional service company that is reinventing how organizations use data to learn, make decisions, and innovate in healthcare. Our flagship product, Ursa Studio, is a highly responsive, fully no-code analytics development platform that transforms the way innovation teams work.

We offer a culture that prizes both individualism and teamwork, where people are encouraged to voice and try new ideas, and where we deliver not only what our customers ask for but what they truly need. Kindness and empathy for our co-workers and customers keep us focused on what matters and maintain a calm and respectful workplace.

We are currently seeking a Technical Client Success Manager to join our growing team. Reporting to the Director of Operations, this role offers a unique opportunity to work with healthcare industry leaders and assist them in their mission to improve our healthcare system. The role is ideal for the individual who understands the healthcare ecosystem, has a natural curiosity for understanding how technical problems are solved, and enjoys building and maintaining strong relationships with client stakeholders. The preferred candidate will have experience with customer management in healthcare and is very comfortable learning and communicating complex technical and/or clinical concepts to a wide range of audience.

As a Technical Client Success Manager at Ursa, you will be working closely with a multidisciplinary team of data architects, programmers, analysts, clinicians, and other healthcare industry professionals to create clarity and actionable next steps out of the inherently ambiguous world of healthcare analytics. You will leverage your skills in project management to lead Ursa implementations and keep internal and external stakeholders aligned and moving toward successful project execution. In addition to running projects and keeping things organized for our clients, you will also learn Ursa’s state-of-the-art no-code analytics development platform so you can serve as a trusted advisor to assigned client accounts.

About You

• You enjoy being a trusted advisor to clients and working with them daily.
• You are a data nerd at heart and love “digging in” to truly understand what you are working on.
• You stay grounded in what you are trying to achieve and help others understand what the actionable next steps are to make progress against those goals.
• You are looking to join a collaborative team that is passionate about healthcare and humble in our service to those providing and coordinating healthcare services.
• You have great attention to detail and enjoy putting together project plans and tracking progress throughout the execution of a project.
• You enjoy pulling together details from various resources to create a clear picture of the scope and execution strategy for projects that you lead.
• You are not a programmer but conceptually understand and have some familiarity in basic SQL, healthcare data / integration, and data analysis.

Responsibilities

• Lead initial implementations of Ursa Studio and support ongoing client objectives
• Serve as a dedicated advisor to our clients, acting as the main point of contact for questions and project execution
• Be the Ursa resource embedded within our clients' businesses, building familiarity and institutional knowledge about their use cases and strategic objectives and ultimately serving as an extension of their team
• Create and manage customer success plans and project plans, which outline critical tasks and milestones needed to achieve defined deadlines
• Scope analytic projects and other client initiatives, with help from other Ursa SMEs, and document requirements in an organized and succinct fashion to enable smooth project execution
• Assist with internal company projects and initiatives in a consultative and project management capacity
• Collaborate with other internal teams; play "quarterback" for our customers while working with, and pulling in, other Ursa teams and resources as needed
• Gather client feedback and communicate enhancement requests to the Product Management team

Skills & Qualifications

Required

• 3-5 years experience in account management, customer success, or project management within healthcare
• Strong written and verbal communication skills
• Strong analytical skills and attention to detail
• Interpersonal project management skills; ability to organize and track project tasks
• Proven ability to develop a deep understanding of a product
• Familiarity with healthcare data concepts (e.g., CPT, ICD, claims)

Preferred

• Direct experience implementing software in healthcare
• An understanding of SQL and ability to write ad hoc queries
• Understanding of relational database systems (RDBSs)
• 2+ years experience with data discovery, analysis, and reporting
• Experience with clinical quality measurement and improvement
• History of working with remote teams
  

Location

• Remote

Ursa Health is a data analytics software and professional service company that is reinventing how organizations use data to learn, make decisions, and innovate in healthcare. Our flagship product, Ursa Studio, is a highly responsive, fully no-code analytics development platform that transforms the way innovation teams work.

We offer a culture that prizes both individualism and teamwork, where people are encouraged to voice and try new ideas, and where we deliver not only what our customers ask for but what they truly need. Kindness and empathy for our co-workers and customers keep us focused on what matters and maintain a calm and respectful workplace.

We are currently seeking a Sales and Marketing Associate to join our growing team. Reporting to the EVP of marketing, the Sales and Marketing Associate play a key role in the smooth operations of both essential functions. This is an opportunity for you to learn and grow while pitching in here, there, and everywhere, working closely with senior leadership.

Key Responsibilities:

• Serve as a sales engineer to power the sales team
• Prepare and tailor sales presentations to a varied prospect base
• Participate in all sales meetings, supporting the team in articulating the value proposition of Ursa Health’s software and services
• Act as the lead for demonstrating our Ursa Studio software in sales meetings
• Help build and maintain our prospect CRM database, using HubSpot
• Work with freelance designers, vendors, and other third parties to execute marketing campaigns
• Research trade publications to target for our public relations programs, and conduct outreach to secure media coverage
• Support the company’s social media channels by creating new posts and engaging in others’ posts
• Write blogs and other content for the company’s website and other marketing tactics
• Support SEO and other digital marketing initiatives
• Supervise our monthly marketing dashboard and report out to the team on marketing’s impact

Skills & Qualifications:

• Bachelor’s degree in marketing, communications, business administration, or a related field
• 1-3 years of applicable experience; we will definitely consider recent college graduates with enthusiasm and the right attitude
• Solid understanding of sales and marketing processes, including prospecting, lead generation, public relations, and brand building
• Exceptional time management skills and comfort level working as part of a remote team
• Demonstrated ability to multi-task while staying on top of all the details
• Excellent written and verbal communication skills
• Excellent Microsoft Office skills, particularly PowerPoint; knowledge/expertise in HubSpot a huge plus
• Experience or demonstrated interested in the field of healthcare IT
• Strong work ethic and interpersonal skills, with an emphasis on teamwork, initiative, and integrity
• Ability to prioritize and deliver in a deadline-oriented environment