Director, Financial Planning & Analysis (FP&A)
About The Position
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. 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.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
- 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.
- 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.
- Provide financial modeling and diligence support for acquisition opportunities.
- Support integration planning across reporting, operating cadence, and team structure.
- 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.
Benefits
- Medical, dental, and vision coverage.
- Unlimited paid time off with a culture that encourages you to use it.
- 401(k) matching up to 4%.
- Competitive annual bonus
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
