The Role
The FP&A Analyst role involves evolving financial models, conducting analyses for product decisions, and collaborating across departments in a healthtech company.
Summary Generated by Built In
We’re looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn’t your typical FP&A role. You’ll partner closely with our CFO and senior leadership to help steer the company through product launches, M&A, and strategic initiatives—while still anchoring our core forecasting and reporting processes.
You’ll play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth healthtech company.
You’ll be mentored by our Director of FP&A and work cross-functionally with Product, Sales, Engineering, and Operations. We’re looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action.
What You’ll Actually Do
• Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework
• Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions
• Drive product profitability analysis and uncover opportunities with cross-functional teams
• Create short, actionable memos that highlight KPIs, risks, and recommendations
• Partner with our data team to build real-time dashboards in Power BI
• Contribute to M&A diligence, integration planning, and cross-functional financial reporting
• Support CRM data integrity and reporting that informs strategic choices
• Take on internal “consulting” projects that span finance, product, and operations
Who We’re Looking For
• Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company
• Experience in investment banking, consulting, or FP&A roles with exposure to M&A, operating models, or business case development
• Strong modeling skills and ability to distill insights into business recommendations
• 2+ years of relevant experience (CPA preferred for audit backgrounds)
• Excellent communication skills, particularly with executive stakeholders
• A collaborative, humble, and proactive approach—you like moving fast and making things better
Perks & Benefits
• Flexible hybrid model: Dallas-based, 3 days/week in office
• Medical, Dental, and Vision coverage
• Generous PTO with a culture that encourages using it
• 401(k) plan with competitive matching
Why Join Wellfit Now?
FP&A at Wellfit is evolving into a high-leverage, strategic function—not just reporting numbers but shaping the story behind them. If you want ownership, exposure, and the chance to help build a best-in-class finance org, this role is built for you.
Skills Required
- Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company
- Experience in investment banking, consulting, or FP&A roles
- Strong modeling skills
- 2+ years of relevant experience
- Excellent communication skills with executive stakeholders
- CPA preferred for audit backgrounds
Am I A Good Fit?
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The Company
What We Do
Wellfit Technologies is a healthcare technology platform that makes patient financing, dental plans, and payment processes simple, transparent, and cost-effective for providers and patients. Wellfit is a comprehensive solution that helps providers increase treatment acceptance, lowers transaction and administrative costs, and provides transparency to help improve patient trust and retention. For more information, visit wellfit.com
