Director, Financial Planning & Analysis (FP&A)

Wellfit

Wellfit is a healthcare fintech platform that connects patients, providers, employers, and payors to remove financial barriers to care.

Wellfit is the employer — EngRadar is a job radar, not a recruiter. We track this posting from their own careers page and send you straight there; we never handle applications or CVs.

• Wellfit Technologies is an all-in-one technology platform for the dental ecosystem, bringing patient financing, dental plans, and payment processing into one integrated system. We sit where healthcare meets payments, and we are scaling fast.
• The Role:
• Reporting to the CFO, you will own the company's operating model, forecast, board and investor materials, and monthly financial performance process.
• You will provide analytical support to the executive team and serve as a thought partner for directors across the company as they work through business issues. Your analysis will help shape capital allocation, pricing, product investment, and growth strategy.
• This is a hands-on role with room to shape how the company plans and operates. It offers an opportunity for a strong analyst or finance manager ready to own the planning process, or an experienced FP&A leader looking to help build a scaling business.
• What You'll Own:
• Planning and forecasting
• Lead company-level budgeting, forecasting, and scenario planning across products, sales channels, revenue streams, and customer cohorts.
• Own short- and long-range plans and the analysis supporting capital allocation and strategic priorities.
• Build and maintain investor-facing operating models.
• Executive and board reporting
• Own board materials and the financial narrative, including historical performance, growth drivers, SaaS metrics, unit economics, and the forward outlook.
• Support capital raising and diligence with private equity and growth investors.
• Run monthly financial performance meetings with the executive team, translating results, forecast changes, variances, and risks into clear decisions and accountable owners.
• Cross-functional partnership
• Serve as an analytical resource for executives and directors.
• Partner with finance, accounting, data, product, sales, and operations to improve KPI definitions, reporting quality, and visibility into business performance.
• Corporate development
• Provide financial modeling and diligence support for acquisition opportunities.
• Support integration planning across reporting, operating cadence, and team structure.
• Team collaboration and AI
• Collaborate with finance team members to strengthen forecast discipline and the close-to-report process.
• Use AI and automation in daily work, including variance commentary, reporting, document review, diligence, and research.
• What You Bring:
• Required qualifications
• 8+ years in FP&A, corporate finance, transaction advisory, or a combination, with meaningful experience owning a company-level forecast.
• Experience with private-equity or institutionally backed businesses.
• Demonstrated ownership of operating models used by leadership or investors.
• Strong presentation and communication skills, including the ability to explain complex issues clearly to executives.
• Advanced financial modeling skills and fluency with underlying data.
• Comfort working with large, sometimes messy data sets and helping improve data quality.
• Ability to use AI effectively across daily work and deliverables.
• Preferred qualifications
• Experience in SaaS, fintech, payments, healthcare services, or healthcare payments, with familiarity with recurring-revenue metrics.
• CPA, CFA, or MBA.
• Experience supporting a capital raise, private equity diligence process, quality of earnings, or acquisition.
• Company Perks and Benefits:
• Hybrid working model: 3 days on-site and 2 days remote.
• Medical, dental, and vision coverage.
• Unlimited paid time off with a culture that encourages you to use it.
• 401(k) matching up to 4%.
• Wellfit Technologies is an equal opportunity employer and evaluates every applicant on merit.

Posted by Wellfit on their own careers page — you apply directly, no recruiter in between. View original / apply →

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