Director, Financial Planning & Analysis (FP&A)

Job Title: Director, Financial Planning & Analysis

Location: Remote USA, Preferred locations include Bay Area, CA, Austin, TX, and secondary locations are Chicago, IL, Atlanta, GA, Boston, MA, New York City, Denver, CO and Seattle, WA

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.

Salary and Perks

Pay Range: $182,000 - 240,000 base compensation. The role also offers a 10% bonus.

Final offer amounts are determined by multiple factors including, but not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Wheel is unable to consider sponsoring a new qualified applicant for employment authorization for this position. The role will remain open until Dec 31, 2025. Any eligible candidate that meets the essential criteria of the role may apply via the job posting or through Wheel’s career page up until the designated application deadline.

As an employee of Wheel, you’ll enjoy our Total Rewards Program to help secure your financial future and preserve your health and well-being, including:

• Medical, Dental and Vision

• Ancillary: Life, Short and Long Term Disability

• 401K match

• Flexible PTO

• Parental Leave

• Stock options

• Additional programs and perks

Wheel is committed to equal employment opportunities for all team members. Every decision we make regarding employment is solely based on merit, competence, and performance. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Research shows that underrepresented groups typically apply only if they meet 100% of the criteria listed. At Wheel, we encourage women, people of color, and LGBTQ+ job seekers to apply for positions even if they don’t check every box for the role.