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FP&A Analyst

Chapel Hill, NC

Company: The mission of Well (https://www.well.co/) is to transform healthcare through our unique impact on our members' health and happiness. We do this through our differentiated consumer experience and world-class data and analytics engine that drive engagement and behavior change. Our product — a consumer health engagement platform — integrates concierge services, behavioral health, telemedicine, care management and wellness services to drive sustained engagement, lower costs and improve the health of members. In addition to our product, we know our team makes us unique. We’re a highly diverse and engaged organization whose employees are passionate about the mission of the company and whose management is passionate about the employees.  We promote an employee- and member-centric culture with generous benefits, which you can learn more about here: https://www.well.co/careers.

Position Title: Financial Planning & Analysis Analyst

Reporting to: Senior Director of Finance

Location: Chapel Hill, NC

Compensation: $80K - $90K base salary depending on qualifications, plus bonus potential and benefits

Position Summary: 

Well is seeking an FP&A Analyst to join our growing Finance team. This is a rare opportunity to make a direct impact at a high growth, venture-backed technology company in a highly visible role. The FP&A Analyst will be responsible for owning aspects of our month-end close process as well as our rolling forecast and monthly reporting on company financial performance. To be successful in this role, you should have excellent financial modeling and data analysis skills along with a proven track record of delivering accurate final products that drive decision making.

Key Responsibilities:

  • Budgeting & Forecasting
    • Assist with annual budget planning process
    • Own monthly updates to rolling forecast to provide visibility into both short term and long term trajectory of the business
  • Reporting
    • Assist with preparation of monthly reports of financial performance to management, Board of Directors, investors and various departments
    • Partner with department leaders to track expenses vs. budget and implement detailed reporting to drive decision-making 
    • Drive the creation and maintenance of new KPI dashboards
  • Month-End Close
    • Support Well’s monthly accounting close process with data aggregation to inform accrual entries
    • Perform analysis of variance to forecast and monthly flux 
  • Ad-Hoc Financial Support
    • Provide modeling & data analysis support as needed to finance team and other internal stakeholders on various strategic initiatives, including sales/pricing support, growth opportunities and current customer support
    • Assist with evaluation of internal investments and future M&A opportunities, as well as equity financing rounds
  • Systems & Vendors
    • Assist with managing, configuring and enhancing various financial systems to improve effectiveness and efficiency
    • Support vendor negotiations with financial analyses to assess ROI and track against budget
    • Create reports from various financial tools and HR system

Preferred Qualifications:

  • 2-3+ years of work experience in investment banking, consulting, private equity or corporate finance (ideally in the technology industry)
  • Demonstrated understanding of corporate finance and accounting concepts
  • Hands-on experience building complex financial models
  • Proficiency with Excel/Google Sheets and Powerpoint/Google Slides
  • Ability to identify trends, make data-driven recommendations and communicate effectively
  • Comfortable and confident interfacing with company leadership and investors 
  • Willingness to work cross-functionally in a fast-paced environment
  • Experience with accounting software and billing systems (e.g., Quickbooks, bill.com) is preferred, but not required
  • Bonus: experience with BI tools like Looker and/or SQL is a plus

Additional Job Information

Well is on a mission to redefine the healthcare experience. This is an opportunity to re-shape healthcare for America. We are developing solutions to improve the quality and affordability of healthcare.  We welcome team members who are passionate about that mission. 

We embrace diversity and are committed to building an inclusive team. All qualified applicants will be eagerly considered for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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