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Director, Financial Planning & Analysis (FP&A)

Wellfit
Location
Irving, TX
Posted
11 days ago
Department
Accounting
What they actually want (must-haves)
  • 8+ years in FP&A, corporate finance, transaction advisory, or a combination, with meaningful experience owning a company-level forecast
  • Experience with private-equity or institutionally backed businesses
  • Demonstrated ownership of operating models used by leadership or investors
  • Strong presentation and communication skills, including the ability to explain complex issues clearly to executives
  • Advanced financial modeling skills and fluency with underlying data
  • Comfort working with large, sometimes messy data sets and helping improve data quality
Nice to have
  • Experience in SaaS, fintech, payments, healthcare services, or healthcare payments, with familiarity with recurring-revenue metrics
  • CPA, CFA, or MBA
  • Experience supporting a capital raise, private equity diligence process, quality of earnings, or acquisition
What the job really is

The Director of Financial Planning & Analysis (FP&A) at Wellfit Technologies will report to the CFO and be responsible for the company's operating model, forecasting, and financial performance processes. This role involves providing analytical support to the executive team, leading budgeting and scenario planning, and collaborating across departments to enhance business performance. The position is hands-on, suitable for both strong analysts and experienced FP&A leaders, and emphasizes the use of AI and automation in financial processes.

Benefits
  • Hybrid working model: 3 days on-site and 2 days remote
  • Medical, dental, and vision coverage
  • Unlimited paid time off with a culture that encourages you to use it
  • 401(k) matching up to 4%
Things to weigh
  • No salary listed
  • Role involves significant cross-functional collaboration which may require strong interpersonal skills
  • The position emphasizes the use of AI and automation, which may be a shift for some candidates
Job score3.2/5
Benefits2/5
Freshness5/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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