Finance Analyst - Remote

Overview

WelbeHealth is a public benefit company founded in 2015 that offers comprehensive medical and social care to socioeconomically disadvantaged seniors. We have continued to double in size year after year with a focus of scaling our program nationally. If you are driven to work for a company with a greater purpose and mission, come grow with us.

In Short

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models to guide the organization
• Report on financial performance and prepare for regular executive reviews
• Examine past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and assessing actual results with plans and forecasts
• Build financial models that predict the future performance of WelbeHealth or select markets
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, Statistics, or relevant field
• Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)
• Expertise in Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)
• Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
• Strong fluency with Excel formulas and functions

Benefits

• Generous base salary + annual bonus
• Equity grants – typically reserved for executives, we want all team members to celebrate our success as a rapidly scaling company
• Remote hybrid schedule
• Work/life balance – we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, sick time
• Advancement opportunities - We’ve got a track record of hiring and promoting from within, meaning you can create your own path!