The Role
The Strategic Finance Analyst will support budgeting, forecasting, financial modeling, and performance analysis while leveraging AI and automation tools to enhance insights and reporting efficiency.
Summary Generated by Built In
Everlywell is a digital health company pioneering the next generation of biomarker intelligence—combining AI-powered technology with human insight to deliver personalized, actionable health answers. We transform complex biomarker data into life-changing insights—seamlessly integrating advanced diagnostics, virtual care, and patient engagement to reshape how and where health happens.
Over the past decade, Everlywell has delivered close to 1 billion personalized health insights, transforming care for 60 million people and powering hundreds of enterprise partners. In 2024 alone, an estimated 1 in 86 U.S. households received an Everlywell test, solidifying our spot as the #1 at-home testing brand in the country. And we’re just getting started. Fueled by AI and built for scale, we’re breaking down barriers, closing care gaps, and unlocking a more connected healthcare experience that is smarter, faster, and more personalized.
We are seeking a Strategic Finance Analyst with 3 to 5 years of experience, ideally from a banking, consulting, or corporate finance background, to support forecasting, reporting, and analytical initiatives. This role requires strong financial modeling skills, business acumen, and the ability to leverage AI and automation tools to improve efficiency and insight quality.
What you'll Do
- Support budgeting, forecasting, and long-range planning across business units
- Build and maintain financial models for revenue, margin, and expense analysis
- Analyze performance versus plan and identify key business drivers
- Develop automated dashboards and workflows in Looker to improve visibility and reporting speed
- Leverage AI and machine learning tools to streamline data extraction, reporting, and forecasting
- Conduct scenario modeling to support pricing, capital allocation, and investment decisions
- Collaborate with Accounting to ensure accurate reporting and variance analysis
- Partner with business leaders on structuring new product launches and deployments
Who You Are
- 3 to 5 years of experience in investment banking, consulting, FP&A, or corporate finance
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- Advanced Excel modeling skills
- Proficiency in SQL for financial and operational data analysis (Snowflake, Google BigQuery, Databricks SQL, PostgreSQL, etc.)
- Experience with Business Intelligence tools for reporting and visualization (Looker, Tableau, Power BI)
- Familiarity with AI tools for automation, analytics, or forecasting (such as Python, Snowflake, ChatGPT, or workflow automation platforms)
- Knowledge of ERP and planning systems such as NetSuite and Rippling
- Strong understanding of financial statements and business performance metrics
- Analytical, detail-oriented, and comfortable in a fast-paced, data- and AI-driven environment
Top Skills
Databricks Sql
Excel
Google Bigquery
Looker
NetSuite
Postgres
Power BI
Python
Rippling
Snowflake
SQL
Tableau
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The Company
What We Do
Everlywell believes that health tests shouldn’t be hard to get – or hard to understand. The Everlywell experience is simple. You order one of our kits online, you collect your sample from home and return it via pre-paid mail to one of our fully-certified partner laboratories. A board-certified physician in your state will review and validate your results before you get them. Everlywell provides a complete, easy-to-read results report online in just a few days.
