Financial Analyst

Wellthy is seeking a Financial Analyst to own key pieces of ongoing financial reporting and cross-functional data analysis, including department-level metrics, margin analysis, and imputed income reporting. You will partner closely with teams across the company to gather and validate data and help build the monthly reporting deck that keeps leadership informed. You will report directly to the Director of Finance.

Responsibilities will include:

• Own ongoing financial reporting, including ROI/return modeling for company initiatives and programs
• Track, analyze, and report on department-level metrics and KPIs across the business
• Build, maintain, and distribute the monthly reporting deck for leadership
• Partner with cross-functional teams to gather, validate, and populate financial and operational data
• Conduct margin analysis across service lines, programs, or accounts
• Own imputed income reporting and calculations, ensuring accuracy and timeliness
• Own reporting and analysis within the 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 finance-specific analysis, judgment, and reporting output
• Maintain Salesforce (SFDC) data to support pipeline visibility
• Support ad hoc financial analysis and business partnering requests
• Identify and apply opportunities to use AI and automation tools to improve reporting speed, accuracy, and quality
• Maintain knowledge of organizational policies, procedures, and reporting standards

You’re a great fit if you:

• Have a BA/BS degree in Finance, Accounting, Economics, or a related field
• Have 2–4 years of experience in financial analysis, FP&A, accounting, or a related analytical role
• Have advanced proficiency in Excel/Google Sheets, including building and maintaining financial models
• Have experience with BI/analytics tools (e.g., Omni, Tableau) strongly preferred
• Are familiar with Salesforce (SFDC) or similar CRM data (a plus)
• Are familiar with QuickBooks Online (a plus)
• Have excellent written and verbal communication skills, with the ability to work cross-functionally with non-finance stakeholders
• Are highly analytical and detail-oriented, with the ability to own deliverables independently
• Are open to learning, experimenting, and evolving, with curiosity around how tools like AI can support your workflow

Total Compensation

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

Additional benefits include:

• 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, with two additional days for each subsequent year (up to a maximum of 25 days)
• Sick and Caregiving Days
• Professional development initiatives for growth
• Generous parental leave (maternal and paternal) during a new child’s first year (born into family or adopted) and pregnancy loss leave

Role Requirements

To work remotely, you must have a strong internet connection, a quiet space to take calls, and a professional (distraction-free) environment. You are required to work from a private, dedicated, distraction-free space with secure (not public) internet and phone access, suitable for handling sensitive information.

Wellthy is currently not accepting candidates in the following states: Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia.