Financial Analyst – Customer Finance

Job Description

Financial Analyst | Epic

The Tone:
This is a full-time role at Epic, located on its campus just outside Madison, WI, a city recognized for its rising tech talent. Epic builds cutting-edge software that supports the comprehensive delivery of quality healthcare for patients globally. This Financial Analyst position offers a unique opportunity to strategically manage the financial health of critical customer relationships, directly impacting both customer success and Epic’s financial stability. The role provides broad exposure to diverse finance functions, fosters the development of long-term executive relationships, and contributes to Epic’s mission of building the best ideas from around the world into its software, all within a uniquely themed campus designed for productivity and collaboration.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Madison, WI
• Mission: This role’s mission is to meticulously manage all financial aspects of Epic’s relationships with its customers, ensuring accuracy and timeliness, while proactively tracking, forecasting, and escalating financial considerations to safeguard Epic’s financial health and foster successful, enduring customer partnerships.

What You’ll Actually Do
• Financial Oversight: Own all financial aspects inherent in the Epic-Customer relationship, meticulously ensuring accuracy and timeliness in all transactions and reporting.
• Strategic Partnership: Serve as a fair and trusted partner, working collaboratively across internal functions to anticipate and clearly communicate financial considerations to all relevant stakeholders.
• Proactive Financial Management: Drive the financial health of Epic and support successful customer relationships through diligent financial tracking, proactive forecasting, and timely escalation of potential issues.
• Customer Relationship Development: Cultivate and nurture long-term relationships with customer executive and leadership teams, acting as a key financial point of contact.
• Internal Collaboration: Engage and collaborate with bright, motivated people across various roles within the company, leveraging diverse perspectives in a creative work environment.

The Must-Haves
• Background: Possess a Bachelor’s degree or greater in Finance or a closely related major.
• Experience: Demonstrate a consistent history of academic and professional success; eligible to work in the U.S. without requiring visa sponsorship; willingness to relocate to Madison, WI, with financial relocation assistance provided; COVID-19 vaccination is a requirement.
• Skills: Exhibit strong capabilities in financial tracking, financial forecasting, and the clear communication of complex financial considerations; adeptly manage all financial aspects of customer relationships.