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

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

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!

Senior Finance Analyst

Key skills