Financial Analyst

Why Wellthy is for you! At Wellthy , we dream of a world where everyone has the care infrastructure they need to manage their own health and the health and well-being of their loved ones. We’re building something new in the care space - reimagining how care is delivered, accessed, and supported by families around the globe. As we grow, we’re seeking collaborative, curious, and purpose-driven teammates to help us expand what’s possible. Our work is grounded in the expertise of seasoned care professionals who deeply understand families’ real challenges paired with agile, tech-powered solutions that deliver support efficiently and at scale. We embrace a mindset of continuous learning, especially around emerging technologies. Tools like AI and other innovations are accelerators, enabling us to scale our impact, work smarter, and stay at the forefront of care delivery. Through Wellthy, millions of families have access to support to help them manage care during every stage of life, with hands-on experts guiding families through caregiving or backup care journeys. And with the acquisition of Patch Caregiving, Wellthy continues to expand how care shows up for working families by pairing care navigation and coordination with on-site and near-site employer-based childcare. This combination allows us to support families not just in navigating care decisions, but in accessing real, hands-on help when and where they need it most. Together, we’re building a more connected, comprehensive care experience for families and caregivers alike. We partner with leading companies including more than 40 Fortune 500 companies to support the care needs of their workforces globally. We also work alongside health plans and carriers to embed care support into their offerings, enhancing the experience and outcomes for members. We’re building, evolving, and expanding the market category for care, and we’re looking for responsive, collaborative, curious, and purposeful colleagues to join us. As our Financial Analyst , you will own key pieces of Wellthy's ongoing financial reporting and cross-functional data analysis — from department-level metrics and margin analysis to imputed income reporting. You'll partner closely with teams across the company to gather and validate data, and you'll help build the monthly reporting deck that keeps leadership informed. Our work is grounded in the expertise of seasoned care professionals who deeply understand families' real challenges paired with agile, tech-powered solutions that deliver support efficiently and at scale. We embrace a mindset of continuous learning, especially around emerging technologies. Tools like AI and other innovations are accelerators, enabling us to scale our impact, work smarter, and stay at the forefront of care delivery.. You will report directly to the Director of Finance. To be successful in this role: Own ongoing financial reporting, including light ROI/return modeling for company initiatives and programs Track, analyze, and report on department-level metrics and KPIs across the business Build, maintain, and distribute the monthly reporting deck for leadership Partner with cross-functional teams to gather, validate, and populate financial and operational data Conduct margin analysis across service lines, programs, or accounts Own imputed income reporting and calculations, ensuring accuracy and timeliness Own reporting and analysis within our BI tool, building deep fluency in the underlying data models and dashboards Partner with the Data team on data models and pipelines feeding the BI tool, while owning the finance-specific analysis, judgment, and reporting output that sits on top Maintain Salesforce (SFDC) data to support pipeline visibility Support ad hoc financial analysis and business partnering requests Identify and apply opportunities to use AI and automation tools to improve reporting speed, accuracy, and quality Maintain knowledge of Wellthy's organizational policies, procedures, and reporting standards Qualifications To be successful in this role, you’ll need to be open to learning, experimenting, and evolving. Comfort with emerging technology and curiosity around how tools like AI can support your workflow or help families more effectively is a plus. BA/BS degree in Finance, Accounting, Economics, or a related field 2–4 years of experience in financial analysis, FP&A, accounting, or a related analytical role Advanced proficiency in Excel/Google Sheets, including building and maintaining financial models Experience with BI/analytics tools (e.g., Omni, Tableau) strongly preferred Familiarity with Salesforce (SFDC) or similar CRM data a plus Familiarity with QuickBooks Online a plus Excellent written and verbal communication skills, with the ability to work cross-functionally with non-finance stakeholders Highly analytical and detail-oriented, with the ability to own deliverables independently Total Rewards Package The starting salary for this position is $70,000-$80,000 annually. Remote work environment. Medical, dental and vision benefits within 30 days of hire. Retirement saving account with matching company contributions. Mental health benefits. 15 days paid vacation, two additional days for each subsequent years (up to a maximum of 25 days). Sick and Caregiving Days. Professional development initiatives for growth. Generous parental leave (maternal and paternal) during a new child’s first year (born into family or adopted) and pregnancy loss leave. Role Requirements: To work remotely, you must have a strong internet connection, quiet space to take calls and a professional (distraction free) environment. Location This is a remote and US states based opportunity. We ask that you work in a location that is: Private, with secure (not public) internet and phone access Suitable to safely and securely accommodate the sensitive information that you will be handling and communicating Given the nature of the material you will be working on and handling, you are required to work from a private, dedicated, distraction-free space Our Wellthians are located throughout the United States but we are currently not accepting candidates in the following states: Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia. What’s Next? We encourage you to apply for this position by clicking the apply here button on job posting and attaching your resume. We understand that there is no “perfect” candidate and never expect every candidate to meet 100% of the qualifications listed above. We look for our Wellthians to enhance and advance our company from their past experiences. Our diverse backgrounds and perspectives are what make Wellthy a fantastic company to work for. We hope that you’re encouraged and even excited by that to get started with our process. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability protected veteran status, or any other characteristics protected by law. For information about our Applicant Privacy, please review here: https://app.getguru.com/card/iRgBL8yT/Applicant-Privacy-Policy For those who require reasonable accommodations, please let us know on your application or email us at [email protected].