Wellthy

Wellthy

Financial Analyst

US

Sponsorship not specified$70k-$80kDetected 5 days ago
Data AnalysisData VisualizationSalesforceCRMFinancial ModelingFinancial AnalysisAccountingExcelQuickBooksFP&ALeadershipCommunicationFinancial Reporting

About the role

  • As we grow, we're seeking collaborative, curious, and purpose-driven teammates to help us expand what's possible.
  • We embrace a mindset of continuous learning, especially around emerging technologies.
  • Tools like AI and other innovations are accelerators, enabling us to scale our impact, work smarter, and stay at the forefront of care delivery.

Responsibilities

  • Own ongoing financial reporting, including light ROI/return modeling for company initiatives and programs
  • Build, maintain, and distribute the monthly reporting deck for leadership
  • Partner with cross-functional teams to gather, validate, and populate financial and operational data
  • Own imputed income reporting and calculations, ensuring accuracy and timeliness
  • Own reporting and analysis within our BI tool, building deep fluency in the underlying data models and dashboards
  • Partner with the Data team on data models and pipelines feeding the BI tool, while owning the finance-specific analysis, judgment, and reporting output that sits on top
  • Maintain Salesforce (SFDC) data to support pipeline visibility
  • Support ad hoc financial analysis and business partnering requests
  • Maintain knowledge of Wellthy's organizational policies, procedures, and reporting standards

Requirements

  • To work remotely, you must have a strong internet connection, quiet space to take calls and a professional (distraction free) environment.
  • Given the nature of the material you will be working on and handling, you are required to work from a private, dedicated, distraction-free space
  • BA/BS degree in Finance, Accounting, Economics, or a related field
  • 2-4 years of experience in financial analysis, FP&A, accounting, or a related analytical role
  • Advanced proficiency in Excel/Google Sheets, including building and maintaining financial models
  • Excellent written and verbal communication skills, with the ability to work cross-functionally with non-finance stakeholders
  • Highly analytical and detail-oriented, with the ability to own deliverables independently
  • 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).
  • Sick and Caregiving Days.

Nice to have

  • Experience with BI/analytics tools (e.g., Omni, Tableau) strongly preferred
  • Familiarity with Salesforce (SFDC) or similar CRM data a plus
  • Familiarity with QuickBooks Online a plus

Compensation

  • The starting salary for this position is $70,000-$80,000 annually.

Benefits

  • Generous parental leave (maternal and paternal) during a new child's first year (born into family or adopted) and pregnancy loss leave.

Company info

  • Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia.
  • 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 Wellthians to enhance and advance our company from their past experiences.
  • Our diverse backgrounds and perspectives are what make Wellthy a fantastic company to work for.
  • We hope that you're encouraged and even excited by that 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.
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This listing is sourced directly from Wellthy's careers page and normalized into a canonical job model.