Financial Analyst - California, United States - Welbehealth Careers

Description

Finance Analyst

WelbeHealth is a public benefit company founded in 2015 that offers comprehensive medical and social care to socioeconomically disadvantaged seniors.

The Finance Analyst reports to Vice President FP&A, focusing on analyzing and forecasting future revenues/expenditures, modeling capital structure, and budgeting.

This role will support all areas of the business, including corporate and strategic finance with collaboration with market leaders, Vice Presidents, and senior executives, while directly contributing to company strategy and growth.

*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

*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

*Benefits of Working at WelbeHealth *Apply your finance expertise in new ways as we rapidly expand. Equity grants - typically reserved for executives, we want all team members to celebrate our success as a rapidly scaling company

• Remote hybrid schedule
• 17 days of personal time off (PTO), 12 holidays observed annually, sick time
• COVID-19 Vaccination PolicyAt WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all our employees and proof of vaccination, or a vaccine declination form will be required prior to employment. WelbeHealth maintains required infection control and PPE standards and has requirements relevant to all team members regarding vaccinations.

*Our Commitment to Diversity, Equity and Inclusion*At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.

*Please ensure your application is being submitted through a WelbeHealth sponsored site only. You will never be asked to purchase your own employment equipment.

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