Director, Financial Planning and Analysis

WellRight

1d•Remote

About The Position

This is not a “reporting-only” FP&A role. You will be the CFO’s right hand—owning the financial narrative of the business, helping leadership make decisions and ensuring we focus on what actually matters. We’re looking for someone who is: Strategic: Asks why before building another model Collaborative: Works seamlessly across teams (especially Sales, Customer Success, Accounting and Leadership) Ownership-driven: Operates independently and follows through Accurate: Gets the details right without losing the big picture If you enjoy building, improving, and influencing—this role is for you. What Success Looks Like: Forecasts are reliable, explainable, and continuously improving Leadership uses your insights to make decisions Cross-functional partners trust and enjoy working with you Proactively identify issues Reporting is clear, concise and actually used

Requirements

7+ years of experience in FP&A, corporate finance, or similar (SaaS experience strongly preferred)
3-5 years leading FP&A
Strong financial modeling skills (Excel / Google Sheets)
Experience with SaaS metrics (ARR, churn, CAC, etc.)
Maintains the highest standard of financial accuracy and reliability
Solid understanding of accounting principles and how financials flow
Ability to balance detail and strategy—you know when to go deep and when to move on
Excellent communication skills—able to translate numbers into insights
Demonstrates strong accountability and ownership of financial outcomes.
Operates with independence and accountability in a fully remote, results-focused organization
BS/BA degree preferably in Business, Finance, Accounting, Economics or related field, MBA preferred.

Nice To Haves

Experience with tools like Intacct, CRM systems, or FP&A platforms
Exposure to fundraising, investor reporting, or M&A

Responsibilities

Serve as a strategic partner to the CFO and leadership team on planning, performance, and decision-making
Own the financial model and forecasting process; continuously improving it
Lead the annual budgeting process and ongoing re-forecasting cycles
Deliver clear, actionable reporting (KPIs, dashboards, board materials)
Partner with Sales and leadership on pricing, deal support, and growth strategy
Identify trends, risks, and opportunities—and communicate insights clearly (not just data)
Collaborate closely with the Finance and Accounting Team to ensure alignment between actuals and forecasts
Support fundraising, investor communications, and strategic initiatives (including M&A if applicable)
Assist in additional debt and equity financings as well as audits
Improve processes, tools, and outputs across FP&A

Benefits

Competitive Salaries
Unlimited PTO + 11 Company Paid Holidays
VTO (Volunteer Time Off)
Flexible work schedule
Whole Wellness
Long-term and short-term disability insurance is fully covered by WellRight, along with additional voluntary benefits such as supplemental life insurance, transit benefits, legal services, identity protection, and pre-tax savings accounts.
401(k) program matching
100% with Company contribution of up to 4%. All matches are immediately vested.
Pet Wellness
Paid Pregnancy Medical Leave & Paid Parental Leave
We offer up to 12 weeks of paid medical leave for pregnancy and up to 6 weeks of paid parental leave for spouses, adoption, or foster care placement.
At-home internet stipend
Immediate access to a Udemy Business license
Rewards and incentives for participation in our WellRight Wellness Program
We prioritize your well-being with unlimited monetary incentives through our WellRight Wellness Platform and a $125 Annual Fitness Tracking Equipment Allowance.