Director, Financial Planning & Analysis
Preferred Locations: Austin, TX and Bay Area, CA
About the Company
Wheel is evolving the traditional care ecosystem by equipping the nation's most innovative companies with a premier platform to deliver high-quality virtual care at scale. We offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment. Wheel solutions include configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians. Discover how Wheel is transforming the future of healthcare by visiting www.wheel.com.
About the Role
As Director, Financial Planning & Analysis at Wheel you will partner closely with the CFO and Manager of FP&A on all financial planning, budgeting and performance reporting as well as collaborate cross-functionally across teams including Accounting, People, Operations, R&D, Client Success, and Sales and Marketing to ensure the appropriate prioritization of strategic investments across the company.
What You’ll Do
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.
Who you are
10+ years of FP&A experience, including 3-5+ years in leadership roles.
A strong collaborator. You work well across various teams with strong project management skills to coordinate between multiple groups in order to deliver projects on time.
A Subject Matter Expert. You have experience leading an FP&A function and implementing best practices.
A Leader. You demonstrate strong leadership and mentorship skills to develop and manage a high-performing team.
A problem-solver. You possess exceptional problem-solving and critical thinking abilities to navigate complex financial challenges.
A strong financial modeler. You possess strong financial modeling and analytical skills; comfortable producing flexible financial models; hands-on experience in Google Sheets and Netsuite.
An effective communicator. You demonstrate excellent verbal and written communication skills, coupled with the ability to summarize detailed information in order to facilitate actionable recommendations and decisions by senior leadership.
A metrics guru. You have working knowledge of GAAP and non-GAAP financial metrics.
A bachelor's degree in finance or accounting is required, advanced degrees welcomed, and certifications and credentials like CPA, CFA are nice to have.
Wheel is proud to be an EEOC.
