Director, Financial Planning – Analysis

October 24

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

+5 more states

🏄 California – Remote ⛰️ Colorado – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $182k - $240k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Wheel

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Healthcare Insurance • SaaS • Telecommunications

Wheel is a leading platform for consumer-centric virtual care, designed to provide personalized, convenient, and comprehensive healthcare. Wheel offers a seamless virtual care solution for both companies and clinicians, enabling businesses to easily grow their healthcare offerings and deliver high-quality care at scale. For clinicians, Wheel provides a flexible and rewarding platform that allows them to work with multiple companies under one schedule and contract, all while operating remotely. The company partners with digital health companies, health plans, life sciences companies, and retailers to offer services including convenience care, urgent care, and condition-specific care programs. Trusted by Fortune 50 companies and supported by a robust clinician network, Wheel has facilitated over five million patient visits and maintains a high clinician satisfaction rate.

201 - 500 employees

Founded 2018

⚕️ Healthcare Insurance

☁️ SaaS

📡 Telecommunications

📋 Description

• Lead the Company’s annual and long-term financial planning processes. • Publish monthly and quarterly financial reporting to executive leadership as well as internal stakeholders. • Help drive data-driven decision making across the organization. • Own the operating plan, which includes long-term planning, annual planning, quarterly forecasting, and monthly management reporting of financial performance. • Partner with Accounting for internal reporting, as well as to ensure accuracy in the Company’s quarterly rolling forecasts. • Partner closely with the Commercial and Sales organization on frameworks and best practices for pricing and booking new deals including Deal Desk. • Collaborate with Client Success and Operations on driving business process improvement in order to optimize the company cost structure. • Influence key decision makers in the Company to deliver on long-term growth and profitability. • Prepare presentations for company leadership, as well as the Board of Directors, that clearly articulate the financial position and outlook of the Company on a multi-year basis. • Collaborate with Accounting on month-end close. • Build solid relationships with cross-functional team members, fostering a collaborative and productive teamwork environment. • Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization.

🎯 Requirements

• 10+ years of FP&A experience, including 3-5+ years in leadership roles. • A strong collaborator. • A Subject Matter Expert. • A Leader. • A problem-solver. • A strong financial modeler. • An effective communicator. • A metrics guru. • A bachelor's degree in finance or accounting is required, advanced degrees welcomed, and certifications and credentials like CPA, CFA are nice to have.

🏖️ Benefits

• Medical, Dental and Vision • Ancillary: Life, Short and Long Term Disability • 401K match • Flexible PTO • Parental Leave • Stock options • Additional programs and perks