Financial Analyst

Wellthy

7d • $70,000 - $80,000 • Remote

About The Position

As our Financial Analyst, you will own key pieces of Wellthy's ongoing financial reporting and cross-functional data analysis — from department-level metrics and margin analysis to imputed income reporting. You'll partner closely with teams across the company to gather and validate data, and you'll help build the monthly reporting deck that keeps leadership informed. Our work is grounded in the expertise of seasoned care professionals who deeply understand families' real challenges paired with agile, tech-powered solutions that deliver support efficiently and at scale. We embrace a mindset of continuous learning, especially around emerging technologies. Tools like AI and other innovations are accelerators, enabling us to scale our impact, work smarter, and stay at the forefront of care delivery. You will report directly to the Director of Finance.

Requirements

• BA/BS degree in Finance, Accounting, Economics, or a related field
• 2–4 years of experience in financial analysis, FP&A, accounting, or a related analytical role
• Advanced proficiency in Excel/Google Sheets, including building and maintaining financial models
• Excellent written and verbal communication skills, with the ability to work cross-functionally with non-finance stakeholders
• Highly analytical and detail-oriented, with the ability to own deliverables independently

Nice To Haves

• Comfort with emerging technology and curiosity around how tools like AI can support your workflow or help families more effectively is a plus.
• Experience with BI/analytics tools (e.g., Omni, Tableau) strongly preferred
• Familiarity with Salesforce (SFDC) or similar CRM data a plus
• Familiarity with QuickBooks Online a plus

Responsibilities

• Own ongoing financial reporting, including light ROI/return modeling for company initiatives and programs
• Track, analyze, and report on department-level metrics and KPIs across the business
• Build, maintain, and distribute the monthly reporting deck for leadership
• Partner with cross-functional teams to gather, validate, and populate financial and operational data
• Conduct margin analysis across service lines, programs, or accounts
• Own imputed income reporting and calculations, ensuring accuracy and timeliness
• Own reporting and analysis within our BI tool, building deep fluency in the underlying data models and dashboards
• Partner with the Data team on data models and pipelines feeding the BI tool, while owning the finance-specific analysis, judgment, and reporting output that sits on top
• Maintain Salesforce (SFDC) data to support pipeline visibility
• Support ad hoc financial analysis and business partnering requests
• Identify and apply opportunities to use AI and automation tools to improve reporting speed, accuracy, and quality
• Maintain knowledge of Wellthy's organizational policies, procedures, and reporting standards

Benefits

• Medical, dental and vision benefits within 30 days of hire.
• Retirement saving account with matching company contributions.
• Mental health benefits.
• 15 days paid vacation, two additional days for each subsequent years (up to a maximum of 25 days).
• Sick and Caregiving Days.
• Professional development initiatives for growth.
• Generous parental leave (maternal and paternal) during a new child’s first year (born into family or adopted) and pregnancy loss leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level