Wellfit

Finance / FinServ

FP&AAnalyst

$75–95k irving, texas, united states Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Finance / FinServ
Problems you'll solve

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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