FP&A Analyst

Wellfit TechnologiesIrving, TX
Hybrid

About The Position

We’re looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn’t your typical FP&A role. You’ll partner closely with our CFO and senior leadership to help steer the company through product launches, M&A, and strategic initiatives—while still anchoring our core forecasting and reporting processes. You’ll play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth healthtech company. You’ll be mentored by our Director of FP&A and work cross-functionally with Product, Sales, Engineering, and Operations. We’re looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action.

Requirements

  • Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company
  • Experience in investment banking, consulting, or FP&A roles with exposure to M&A, operating models, or business case development
  • Strong modeling skills and ability to distill insights into business recommendations
  • 2+ years of relevant experience
  • Excellent communication skills, particularly with executive stakeholders
  • A collaborative, humble, and proactive approach—you like moving fast and making things better

Nice To Haves

  • CPA preferred for audit backgrounds

Responsibilities

  • Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework
  • Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions
  • Drive product profitability analysis and uncover opportunities with cross-functional teams
  • Create short, actionable memos that highlight KPIs, risks, and recommendations
  • Partner with our data team to build real-time dashboards in Power BI
  • Contribute to M&A diligence, integration planning, and cross-functional financial reporting
  • Support CRM data integrity and reporting that informs strategic choices
  • Take on internal “consulting†projects that span finance, product, and operations

Benefits

  • Flexible hybrid model: Dallas-based, 3 days/week in office
  • Medical, Dental, and Vision coverage
  • Generous PTO with a culture that encourages using it
  • 401(k) plan with competitive matching
  • Competitive annual bonus
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