Director, Financial Planning & Analysis (FP&A)

Wellfit; Irving (TX); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Medical, dental, and vision coverage

Unlimited PTO

401(k) matching

Job summary

Wellfit Technologies is seeking an experienced FP&A professional to own the planning, forecasting, and investor materials as the company scales. You will partner with the CFO and executive team to shape capital allocation, pricing, product investment, and growth strategy in a hands-on, high-impact role.

Responsibilities include building investor-facing models, leading budgeting and scenario planning, and delivering board-ready narratives.

Qualifications

• 8+ years in FP&A, corporate finance, or related roles with ownership of company-level forecast.

Responsibilities

• Lead company-level budgeting, forecasting, and scenario planning across products, revenue streams, and cohorts.
• Own board materials and the financial narrative, including historical performance, SaaS metrics, and forward outlook.
• Run monthly financial performance meetings with the executive team, translating results and risks into clear decisions.
• Provide financial modeling and diligence support for acquisitions and corporate development.
• Collaborate with teams to improve KPI definitions and reporting quality.

Skills

FP&A leadership

Private equity experience

Operating models ownership

Executive storytelling

Financial modeling

Data quality improvement

AI in finance

Education

MBA

CPA

CFA

Tools

Excel

SQL

Power BI

Python

Job description

Wellfit Technologies is an all-in-one technology platform for the dental ecosystem, bringing patient financing, dental plans, and payment processing into one integrated system. We sit where healthcare meets payments, and we are scaling fast.

The Role:

Reporting to the CFO, you will own the company's operating model, forecast, board and investor materials, and monthly financial performance process.

You will provide analytical support to the executive team and serve as a thought partner for directors across the company as they work through business issues. Your analysis will help shape capital allocation, pricing, product investment, and growth strategy.

This is a hands-on role with room to shape how the company plans and operates. It offers an opportunity for a strong analyst or finance manager ready to own the planning process, or an experienced FP&A leader looking to help build a scaling business.

What You'll Own:

Planning and forecasting

• Lead company-level budgeting, forecasting, and scenario planning across products, sales channels, revenue streams, and customer cohorts.
• Own short- and long-range plans and the analysis supporting capital allocation and strategic priorities.
• Build and maintain investor-facing operating models.

Executive and board reporting

• Own board materials and the financial narrative, including historical performance, growth drivers, SaaS metrics, unit economics, and the forward outlook.
• Support capital raising and diligence with private equity and growth investors.
• Run monthly financial performance meetings with the executive team, translating results, forecast changes, variances, and risks into clear decisions and accountable owners.

Cross-functional partnership

• Serve as an analytical resource for executives and directors.
• Partner with finance, accounting, data, product, sales, and operations to improve KPI definitions, reporting quality, and visibility into business performance.

Corporate development

• Provide financial modeling and diligence support for acquisition opportunities.
• Support integration planning across reporting, operating cadence, and team structure.

Team collaboration and AI

• Collaborate with finance team members to strengthen forecast discipline and the close-to-report process.
• Use AI and automation in daily work, including variance commentary, reporting, document review, diligence, and research.

What You Bring:

Required qualifications

• 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.
• Ability to use AI effectively across daily work and deliverables.

Preferred qualifications

• 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.

Company Perks and 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%.

Wellfit Technologies is an equal opportunity employer and evaluates every applicant on merit.