Director of Financial Planning & Analysis, Wheel
$182-240k
The role also offers a 10% bonus. + Stock Options
More information about location
Virtual care platform
Be an early applicant
Virtual care platform
201-500 employees
Be an early applicant
$182-240k
The role also offers a 10% bonus. + Stock Options
More information about location
201-500 employees
Company mission
To put great care within everyone's reach.
Role
Who you are
- 10+ years of FP&A experience, including 3-5+ years in leadership roles
- A strong collaborator. You work well across various teams with strong project management skills to coordinate between multiple groups in order to deliver projects on time
- A Subject Matter Expert. You have experience leading an FP&A function and implementing best practices
- A Leader. You demonstrate strong leadership and mentorship skills to develop and manage a high-performing team
- A problem-solver. You possess exceptional problem-solving and critical thinking abilities to navigate complex financial challenges
- A strong financial modeler. You possess strong financial modeling and analytical skills; comfortable producing flexible financial models; hands-on experience in Google Sheets and Netsuite
- An effective communicator. You demonstrate excellent verbal and written communication skills, coupled with the ability to summarize detailed information in order to facilitate actionable recommendations and decisions by senior leadership
- A metrics guru. You have working knowledge of GAAP and non-GAAP financial metrics
- A bachelor's degree in finance or accounting is required, advanced degrees welcomed, and certifications and credentials like CPA, CFA are nice to have
What the job involves
- As Director, Financial Planning & Analysis at Wheel you will partner closely with the CFO and Manager of FP&A on all financial planning, budgeting and performance reporting as well as collaborate cross-functionally across teams including Accounting, People, Operations, R&D, Client Success, and Sales and Marketing to ensure the appropriate prioritization of strategic investments across the company
- Lead the Company’s annual and long-term financial planning processes
- Publish monthly and quarterly financial reporting to executive leadership as well as internal stakeholders
- Help drive data-driven decision making across the organization
- Own the operating plan, which includes long-term planning, annual planning, quarterly forecasting, and monthly management reporting of financial performance
- Partner with Accounting for internal reporting, as well as to ensure accuracy in the Company’s quarterly rolling forecasts
- Partner closely with the Commercial and Sales organization on frameworks and best practices for pricing and booking new deals including Deal Desk
- Collaborate with Client Success and Operations on driving business process improvement in order to optimize the company cost structure
- Influence key decision makers in the Company to deliver on long-term growth and profitability
- Prepare presentations for company leadership, as well as the Board of Directors, that clearly articulate the financial position and outlook of the Company on a multi-year basis
- Collaborate with Accounting on month-end close
- Build solid relationships with cross-functional team members, fostering a collaborative and productive teamwork environment
- Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization
Application process
- Deadline to Apply: December 31, 2025 at 8:00 AM GMT
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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