Senior Finance Analyst

Summary

Join WelbeHealth, a rapidly growing public benefit company, as a Senior Finance Analyst. Reporting to the VP of FP&A, you will play a key role in analyzing and forecasting revenue and expenditures, building financial models, and contributing to company strategy. This position requires strong financial analysis skills, experience with financial modeling, and proficiency in Microsoft Excel and other data tools. WelbeHealth offers a competitive salary and benefits package, including a generous base salary, annual bonus, equity grants, remote hybrid work schedule, and ample paid time off. The company prioritizes work-life balance and offers advancement opportunities. Apply your finance expertise in a purpose-driven environment.

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