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FP&A Analyst at Wellfit | JobVerse
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FP&A Analyst
Wellfit
Website
LinkedIn
FP&A Analyst
Irving, Texas, United States of America
Full Time
1 week ago
$75,000 - $95,000 USD
Visa Sponsor
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Key skills
BI
Power BI
CRM
Communication
About this role
Role Overview
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
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 (CPA preferred for audit backgrounds)
Excellent communication skills, particularly with executive stakeholders
A collaborative, humble, and proactive approach—you like moving fast and making things better
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
Apply Now
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