Senior Finance Analyst
WelbeHealth is a public benefit company founded in 2015 that offers comprehensive medical and social care to socioeconomically disadvantaged seniors. We have continued to double in size year after year with a focus of scaling our program nationally. If you are driven to work for a company with a greater purpose and mission, come grow with us.
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.
Essential Job Duties:
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
Job Requirements:
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 expertise in new ways as we rapidly expand. You will have the opportunity to design the way we work in the context of an encouraging and loving environment where every person feels uniquely cared for.
Medical insurance coverage (Medical, Dental, Vision)
Work/life balance - we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and sick time
401K savings + match
Advancement opportunities - we’ve got a track record of hiring and promoting from within, meaning you can create your own path!
And additional benefits
Compensation consists of base salary plus bonus. WelbeHealth offers a competitive total rewards package that includes a 401(k) match, comprehensive healthcare coverage, and a broad range of additional benefits. Actual compensation will be determined based on experience and relevant qualifications.
Compensation Offering
$99,309.58—$119,171.50 USD