Finance Analyst, WelbeHealth
$82.1-108.3k
+ Annual bonus + Equity
At-home healthcare for the elderly
Be an early applicant
At-home healthcare for the elderly
501-1000 employees
Be an early applicant
$82.1-108.3k
+ Annual bonus + Equity
501-1000 employees
Company mission
To help seniors thrive and live longer with greater connection, vitality, and meaning.
Role
Who you are
- 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
What the job involves
- 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
Our take
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.
It markets its program as ‘PACE’ - that’s Program of All-inclusive Care for the Elderly - which means that once a patient signs up, WelbeHealth coordinates and pays for all their healthcare, taking pressure off the patient and caregivers. It’s covered under Medicare and Medi-Cal and puts a strong focus on coordinating support to help patients stay at home and remain an active part of their community.
There’s a wide market for healthcare management, particularly healthcare for seniors. WelbeHealth’s offer has raised impressive funds and seen solid growth and community impact. In 2023, it bolstered its growth with new hires in key leadership positions, indicating its attractiveness for medical science and technology leaders.
Steph
Company Specialist at Welcome to the Jungle
Insights
26% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Feb 2020
$30m
SERIES C
Jun 2018
$15m
SERIES B
Total funding: $61.2m
Company benefits
- 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
Company HQ
Downtown Menlo Park, Menlo Park, CA
Leadership
Adam Groff
(Co-founder)Co-founded Calibrater Health, GoHealth Urgent Care and Better Life Partners, and work at Dartmouth Hitchcock Medical Centre.
Si France
(CEO & Co-founder)Former Engagement Manager at McKinsey, and co-founder & CEO of GoHealth Urgent Care.
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