Planning and Strategy Manager

Summary

Join Wellhub, a corporate wellness platform, as a Planning & Strategy Manager in São Paulo! You will be part of a global team supporting the Global Commercial Organization on finance-related topics, including revenue growth and management. This role involves forecasting, budgeting, analyzing results, building financial models, and collaborating with business teams. You will contribute to the annual strategic planning process and present analyses to senior leadership. Wellhub offers a flexible work environment, comprehensive benefits, and opportunities for career growth. The ideal candidate has 5+ years of relevant experience, a bachelor's degree in a related field, and advanced analytical skills.

Requirements

• +5 years of previous relevant work experience in Planning and Strategy, FP&A or/and at a management consulting firm, investment bank, technology company or comparable experience
• Bachelor's degree in Economics, Finance, Business, Engineering or related
• Experience building business and financial models, and conducting sophisticated quantitative analyses
• Advanced skills and demonstrated experience with spreadsheets, modeling, and analysis of large data sets
• Highly analytical, attention to detail and good business sense; passion for metrics and finance
• Proactive: capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations
• A team player who works collaboratively and effectively across a diverse set of functions, backgrounds, and working styles
• Good communication, both verbal and written: Able to credibly and compellingly present and debate recommendations with senior leadership
• Fluent in English, as you will be working with international stakeholders across all regions
• Enjoy the mission and values of Wellhub

Responsibilities

• Establish working relationships with business leaders and other cross-functional teams
• Assist with monthly & quarterly topline financial results, forecasting, planning and reporting models; build new tools and improve existing ones
• Build planning and forecasting models for key revenue metrics
• Play a pivotal role in our annual strategic planning process by making recommendations in areas such as go-to-market strategy, how to grow volume and how to invest efficiently
• Analyze key financial trends for the company, perform variance analysis on a monthly basis
• Collaborate with business and commercial teams to gather insights behind the financial results and underlying metrics
• Collect, analyze quantitative data, create meaningful analyses that can drive action and present to senior leadership
• Live the mission: inspire and empower others by genuinely caring for your own wellbeing and your colleagues. Bring wellbeing to the forefront of work, and create a supportive environment where everyone feels comfortable taking care of themselves, taking time off, and finding work-life balance

Preferred Qualifications

Familiarity with SQL and/or Python

Benefits

• Health, dental, and life insurance
• Flexible hybrid and full remote work options; home office stipend and a monthly flexible work allowance
• Flexible schedule to adjust working hours based on personal schedule, time zone, and business needs
• Access onsite gyms and fitness studios, digital fitness programs, and online wellness resources for meditation, nutrition, mental health support, and more. Gold plan at no cost, and other premium plans significantly discounted
• Vacations after 6 months and 3 days off per year + 1 day off for each year of tenure (up to 5 additional days) + extra day off for your birthday
• 100% paid parental leave to all new parents and extended maternity leave
• Outstanding opportunities for personal and career growth