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.
Our Commitment to Diversity, Equity and Inclusion
At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.
Beware of Scams
Please ensure your application is being submitted through a WelbeHealth sponsored site only. Our emails will come from @welbehealth.com email addresses. You will never be asked to purchase your own employment equipment. You can report suspected scam activity to fraud.report@welbehealth.com
Skills
As published by greenhouse · 17 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Short answers (4)
- Preferred First Name
- Please provide a link to your LinkedIn profile.
- What is your desired pay?
- If you were referred, please specify the referring individual's first and last name. Otherwise, enter “N/A."
Pick from a list (12)
- Do you have a Bachelor’s degree in Accounting, Finance, Economics, Statistics, or a related field?
- Do you have a minimum of two (2) years of investment banking or other relevant experience, such as in-house finance, consulting, accounting, or a similar analytical environment?
- How many years of relevant professional experience do you have?
- Which of the following best describes your relevant experience?
- How would you rate your proficiency with Microsoft Excel, including formulas, functions, data analysis, and financial modeling?
- Which of the following Excel formulas/functions are you comfortable using independently?
- Have you independently developed presentations, financial analyses, or reporting materials for senior executives or other leadership audiences?
- Have you been referred by a current WelbeHealth employee?
- Are you a current employee of WelbeHealth?
- Texting Consent Policy
- Have you ever worked for WelbeHealth?
- Will you now or in the future require employer-sponsored work authorization or visa sponsorship to legally work in the United States? Applicants must be legally authorized to work in the United States without current or future employer sponsorship. At this time, WelbeHealth does not provide any employment-based visa sponsorship, including H-1B, TN, E-3, O-1, F-1 OPT/STEM OPT, or other employment-based work authorization.
Written answers (1)
- Do any of your relatives currently work for or at WelbeHealth? If so, who?