- Prepare and maintain financial dashboards and reporting
- Closely partner with senior leaders and support workforce planning model and forecast
- Support the creation of budgets and forecasts. Analyze financial performance and variances, providing actionable insights.
- Work on corporate finance processes, including investor relations, board decks, business reviews, and other ad-hoc projects
- Support Month-End Close Activities: Accounts payable, invoicing, preparing journal entries, expense allocations
- Bachelor's degree in Finance, Accounting, Actuarial Science, or related field
- Minimum of 2 years related financial planning and analysis (FP&A) experience including budgeting, forecasting, and reporting; healthcare experience preferred
- Strong financial data analysis, data architecture, and data modeling skills
- Experience with technical analysis via SQL, Mode and Excel is a plus
- Strong organizational and project management skills; and ability to communicate with senior level operators and C-suite
- Desire to work in a startup environment: rigorous, energetic, and flexible; you enjoy doing whatever it takes to deliver on business-critical tasks
- Salary Range: $86,000-$105,000 depending on experience
- Remote work environment.
- Medical, dental and vision benefits within 30 days of hire.
- Retirement saving account with matching company contributions.
- Mental health benefits.
- 15 days paid vacation, two additional days for each subsequent years (up to a maximum of 25 days)
- Professional development initiatives for growth.
- Generous parental leave (maternal and paternal) during a new child's first year (born into family, fostered or adopted).
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Strategic Finance Associate - Remote, United States - Wellthy
3 weeks ago
Description
Why Wellthy is for you
Wellthy is a digital care concierge for families with chronic, complex, and ongoing care needs. By tackling the logistical aspects of caregiving, Wellthy helps employers increase productivity, improve retention, and reduce time away—all while giving employees the support they need to care for themselves and those they love.
As our Strategic Finance Associate, you will be instrumental in shaping our financial forecast and readiness for rapid growth. Responsible for timely reporting and analysis, you'll develop real-time analytics, partner with departmental stakeholders, and contribute to process enhancement and strategic initiatives.
We love collaborating here at Wellthy and in this role you will work most closely with all our teams cross-functionally.
You will report directly to our Director of Finance
To be successful in this role, you will:
Qualifications required for this role include:
Location:
This is a fully remote position. Our Wellthians are located throughout the United States but we are not accepting candidates in the following states: Alaska, Hawaii, Idaho, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia.
Role Requirements:
To work from home, you must have a strong internet connection, quiet space to take calls and a professional (distraction free) environment.
Other Responsibilities:
Performing any other responsibilities and tasks as deemed necessary and assigned by the manager to contribute to the overall success of the team and organization.
Total Rewards Package
What's Next?
We encourage you to apply for this position by clicking the apply here button on job posting and attaching your resume. We understand that there is no "perfect" candidate and never expect every candidate to meet 100% of the qualifications listed above. We look for our Wellthian's to enhance and advance our company from their past experiences. Our diverse backgrounds and perspectives are what make Wellthy a top company to work for. We hope that it not only encourages you but excites you to get started with our process.
All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability protected veteran status, or any other characteristics protected by law.
For those who require reasonable accommodations, please let us know on your application or email us at
