Wellfit
Finance / FinServ
FP&AAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“FP&A Analyst at Wellfit. Skills: financial modeling, forecasting, strategic initiatives, M&A. Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework. Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions”
What You'll Achieve.
help steer the company through product launches, M&A, and strategic initiatives; inform decisions; shape the financial narrative across the business; uncover opportunities
Industry & Context.
digging into data; inform decisions; shaping the financial narrative
What They're Looking For.
Must Have
2+ years of relevant experience
Nice to Have
CPA preferred for audit backgrounds
What You'll Do.
Own and evolve the company’s financial models
and Adaptive Planning framework
Conduct scenario analyses and build decision-making tools to guide product
and strategic decisions
Drive product profitability analysis and uncover opportunities with cross-functional teams
actionable memos that highlight KPIs
Partner with our data team to build real-time dashboards in Power BI
Contribute to M&A diligence
and cross-functional financial reporting
Support CRM data integrity and reporting that informs strategic choices
Take on internal “consulting” projects that finance
How You'll Work.
Team & Collaboration
Partner closely with our CFO and senior leadership; work cross-functionally with Product, Sales, Engineering, and Operations; Partner with our data team; uncover opportunities with cross-functional teams
Communication Scope
Excellent communication skills, particularly with executive stakeholders; shaping the financial narrative
Full Job Description
## Description We’re looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn’t your typical FP&A role. You’ll partner closely with our CFO and senior leadership to help steer the company through product launches, M&A, and strategic initiatives—while still anchoring our core forecasting and reporting processes. You’ll play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth healthtech company. You’ll be mentored by our Director of FP&A and work cross-functionally with Product, Sales, Engineering, and Operations. We’re looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action. What You’ll Actually Do • Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework • Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions • Drive product profitability analysis and uncover opportunities with cross-functional teams • Create short, actionable memos that highlight KPIs, risks, and recommendations • Partner with our data team to build real-time dashboards in Power BI • Contribute to M&A diligence, integration planning, and cross-functional financial reporting • Support CRM data integrity and reporting that informs strategic choices • Take on internal “consulting” projects that span finance, product, and operations Who We’re Looking For • Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company • Experience in investment banking, consulting, or FP&A roles with exposure to M&A, operating models, or business case development • Strong modeling skills and ability to distill insights into business recommendations • 2+ years of relevant experience (CPA preferred for audit backgrounds) • Excellent communication s
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