Senior Finance Analyst, WelbeHealth

• 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)
• Omfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
• Strong fluency with Excel formulas and functions
• Please note that we have a vaccination policy for all our employees and proof of vaccination, or a vaccine declination form will be required prior to employment

• 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
• 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

• TIME TO RECHARGE: We believe in healthy and refreshed employees. That’s why full-time employees get 17 days of paid time off in year one, 12 company holidays and 5 sick days
• EQUITY PARTICIPATION RIGHTS FOR ALL: Our success is a reflection of our employees. That’s why we’ve implemented a best practice from leading companies: Equity Grants for all employees
• COMPREHENSIVE BENEFITS: We’ve got you covered! Health, dental, vision and life insurance coverage. Paid parental leave. 401k matching program. Continuing Medical Education opportunities

Total funding: $61.2m

Healthcare and insurance can be tricky to navigate, especially for the eldest and most vulnerable. That's what WelbeHealth aims to change with its healthcare management program for seniors.