Senior Finance Analyst

WelbeHealth is a public benefit company founded in 2015 that offers comprehensive medical and social care to socioeconomically disadvantaged seniors. We have continued to double in size year after year with a focus of scaling our program nationally. If you are driven to work for a company with a greater purpose and mission, come grow with us.

The Finance Analyst reports to Sr. Director, Strategic Finance focusing on analyzing and forecasting future revenues/expenditures, modeling capital structure, and budgeting. This role will support all areas of the business, including corporate and strategic finance with collaboration with market leaders, Vice Presidents, and senior executives, while directly contributing to company strategy and growth.

Essential Job Duties:

• Perform financial forecasting, reporting, and operational metrics tracking


• Analyze financial data and create financial models to guide the organization


• Report on financial performance and prepare for regular executive reviews


• Examine past results, perform variance analysis, identify trends, and make recommendations for improvements


• Work closely with the accounting team to ensure accurate financial reporting


• Evaluate financial performance by comparing and assessing actual results with plans and forecasts


• Build financial models that predict the future performance of WelbeHealth or select markets


• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Job Requirements:

• 
  

  Must be available to work during Pacific Standard Time (PST) business hours.

  
  


• Bachelor’s degree in accounting, finance, economics, statistics, or relevant field


• Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)


• Expertise in Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)


• Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives


• Strong fluency with Excel formulas and functions

Benefits of Working at WelbeHealth: Apply your finance expertise in new ways as we rapidly expand. You will have the opportunity to design the way we work in the context of an encouraging and loving environment where every person feels uniquely cared for.

• Generous base salary + annual bonus


• Remote hybrid schedule


• Work/life balance – we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days


• Advancement opportunities - We’ve got a track record of hiring and promoting from within, meaning you can create your own path!

COVID-19 Vaccination Policy

At WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all our employees and proof of vaccination, or a vaccine declination form will be required prior to employment. WelbeHealth maintains required infection control and PPE standards and has requirements relevant to all team members regarding vaccinations.

Our Commitment to Diversity, Equity and Inclusion

At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.

Beware of Scams

Please ensure your application is being submitted through a WelbeHealth sponsored site only. Our emails will come from @welbehealth.com email addresses. You will never be asked to purchase your own employment equipment. You can report suspected scam activity to [email protected]