Financial Planning & Analysis Manager, Wheel
FP&A
$135-183k
+ Stock options
More information about location
Virtual care platform
Be an early applicant
Virtual care platform
201-500 employees
Be an early applicant
$135-183k
+ Stock options
More information about location
201-500 employees
Company mission
To put great care within everyone's reach.
Role
Who you are
- 4–7 years of progressive FP&A experience in high-growth or technology-enabled organizations
- A strong analytical thinker with proven financial modeling skills (Google Sheets/Excel proficiency required; Netsuite experience preferred)
- Effective communicator with the ability to distill complex information into clear, actionable insights
- Collaborative and team-oriented; able to build strong relationships across departments
- Organized and detail-oriented with a demonstrated ability to manage multiple priorities
- Comfortable operating in a dynamic, fast-paced, and remote-first environment
- Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degrees and/or certifications (CPA, CFA) are a plus
What the job involves
- As Financial Planning & Analysis (FP&A) Manager at Wheel, you will play a critical role in owning and executing key elements of our financial planning, forecasting, reporting, and decision support processes. You will partner cross-functionally across the organization to ensure accurate financial reporting and help guide strategic decision-making with high-quality insights and analyses
- Support the annual and quarterly budgeting and forecasting processes, ensuring timely, accurate, and insightful deliverables
- Own monthly management reporting, including budget-to-actual variance analysis and business commentary for internal stakeholders
- Develop and maintain financial models to evaluate business performance, unit economics, pricing strategies, and new initiatives
- Collaborate with the Director of FP&A and department leaders to identify risks, opportunities, and action items based on performance trends
- Work closely with Accounting to support monthly close processes and ensure forecast alignment with actuals
- Partner with the Network Ops team to support clinician planning and recruitment operations, ensuring sound coverage for our clients
- Contribute to strategic and operational analysis that drives decision-making across the business
- Assist in the preparation of financial presentations for senior leadership and external stakeholders including the Board
- Continually improve forecasting accuracy, financial models, and reporting processes using data and automation
Application process
- The role will remain open until Sep 30, 2025
Our take
In an age where digitization is transforming the way we interact with healthcare providers, Wheel brings together tech infrastructure and clinicians to power virtual care and telehealth. The company is focused on improving patient access to care and simultaneously addressing an urgent need for clinician empowerment.
The company has created a telemedicine platform that allows companies to provide services to patients under their own brand, with Wheel handling all the back-end technology and providing an easy-to-use interface for healthcare providers to treat people.
With Wheel, not only can prospective patients be connected to the best healthcare provider for their specific needs, but the improvements to efficiency for practitioners contribute to tackling the epidemic of clinician burnout. Past funding has allowed the company to broaden its services and improve its integrations, as it pursues the ultimate goal of better health outcomes for all.
Steph
Company Specialist at Welcome to the Jungle
Insights
103% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Jan 2022
$150m
SERIES C
May 2021
$50m
SERIES B
Total funding: $217.6m
Company benefits
- Medical, vision, and dental insurance
- Flexible PTO policy
- $5250 personal growth stipend
- $500 home office stipend
- Flexible WFH policy
- Paid parental leave
Company HQ
Civic District, Austin, TX
Leadership
Michelle Davey
(Co-Founder & CEO)They started their career as an Associate at Medtronic, before roles at International Biomedical and Google. They served as Manager of Favor Delivery and Head of Global Talent at Medici prior to founding RecruitHere in 2016 and Wheel in December of the following year.
Griffin Mulcahey
(Co-Founder)Having spent a year at the Department of Health and Human Services, they worked as an Epstein Becker & Green Associate for over 3 years. They left their role as VP of Strategy at Medici in December 2016 to co-found Wheel in December 2017.
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