Finance Analyst

Summary

Join WelbeHealth, a public benefit company, as a Finance Analyst and contribute to our mission of providing comprehensive care to seniors. Reporting to the VP of FP&A, you will analyze and forecast revenue/expenditures, model capital structure, and support various business areas. Collaborate with market leaders and senior executives, directly impacting company strategy and growth. This role requires strong financial modeling skills, proficiency in Excel and data tools, and excellent communication abilities. We offer a generous compensation package, including a competitive salary, bonus, equity grants, remote work options, and a comprehensive benefits package.

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, Statistics, or relevant field
• Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)
• Expertise in Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)
• Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
• Strong fluency with Excel formulas and functions

Responsibilities

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models to guide the organization
• Report on financial performance and prepare for regular executive reviews
• Examine past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and assessing actual results with plans and forecasts
• Build financial models that predict the future performance of WelbeHealth or select markets
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Benefits

• Generous base salary + annual bonus
• Equity grants – typically reserved for executives, we want all team members to celebrate our success as a rapidly scaling company
• Remote hybrid schedule
• Work/life balance – we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, sick time
• Advancement opportunities - We’ve got a track record of hiring and promoting from within, meaning you can create your own path!
• 401k match
• Healthcare coverage