Senior Finance Manager

Everlywell•Austin, TX

About The Position

Everlywell is a digital health company pioneering the next generation of biomarker intelligenceâcombining AI-powered technology with human insight to deliver personalized, actionable health answers. We transform complex biomarker data into life-changing insightsâseamlessly integrating advanced diagnostics, virtual care, and patient engagement to reshape how and where health happens. Over the past decade, Everlywell has delivered close to 1 billion personalized health insights, transforming care for 60 million people and powering hundreds of enterprise partners. In 2024 alone, an estimated 1 in 86 U.S. households received an Everlywell test, solidifying our spot as the #1 at-home testing brand in the country. And weâre just getting started. Fueled by AI and built for scale, weâre breaking down barriers, closing care gaps, and unlocking a more connected healthcare experience that is smarter, faster, and more personalized. The Finance team plays a critical role in shaping the future and strategy of the company through forecasting and analysis of key business drivers. We are a small and highly visible team, interfacing directly with executive leadership on a regular basis to provide guidance on all key initiatives for the organization. The Senior Finance Manager, reporting to the CFO, will work closely with business partners across the organization to develop and refine various business models and provide critical analyses for the companyâs upcoming and rapidly expanding initiatives. This position will play a critical role in driving financial strategy, optimizing financial performance, and ensuring the long-term financial health of Everly Health.

Requirements

Minimum of 7-10 years of progressive experience in strategic finance, financial planning & analysis, corporate finance, or investment banking.
Bachelorâs degree in Finance, Accounting, Mathematics or related discipline, MBA preferred.
Proficiency in financial modeling and Excel.
Ability to communicate clearly and effectively with strong interpersonal skills and superb teamwork.
Unwavering integrity with a high degree of personal responsibility.
Ability to work with and derive business decisions from large data sets.

Nice To Haves

Healthcare experience a plus.
Experience partnering with enterprise sales team and forecasting revenue.
Financial systems experience preferred (Netsuite, Workday, Anaplan, Adaptive Planning, Tableau, Hyperion).
Experience with SQL, Looker, business intelligence/database tools and e-commerce a strong plus.

Responsibilities

Partner with the CFO, finance & accounting teams, and the broader executive team to develop the company's medium to long-term financial and strategic plan.
Drive process and work closely with senior leadership for annual budget, quarterly and monthly financial forecasts, and ongoing analysis of actuals versus plan.
Provide financial analysis and feedback to support the evaluation of investment opportunities, new strategic initiatives and potential business development activities.
Build relationships with senior management team and support them with in-depth and actionable insights to build deep knowledge of current developments in the business
Act as the go-to Finance Business Partner to our Corporate and Business Leaders
Support CFO and Finance Leadership with the creation of Board of Directors materials, investor communications and the due diligence and execution of strategic opportunities
Manage and lead board & executive level reporting of financial results & key performance indicators (KPIs) while constantly identifying opportunities to improve quality & efficiency
Lead monthly close process by partnering with accounting and adhering to corporate finance/accounting guidelines to ensure timely and accurate close
Identify and implement cost-saving initiatives and process improvements to enhance operational efficiency.

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