Director, Financial Planning & Analysis (FP&A)

Wellfit Technologies; Irving (TX); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid working model: 3 days on-site,

Medical, dental, and vision coverage.

Unlimited paid time off

401(k) matching up to 4%

Job summary

Wellfit Technologies, a scalable technology platform for the dental ecosystem, is seeking a senior FP&A/finance leader to own planning, forecasting, and investor materials. The role partners with executives to shape capital allocation, pricing, product investment, and growth strategy.

You will own the company-wide operating model, drive monthly performance, and support capital-raising efforts with private equity and growth investors.

Responsibilities

• Lead planning, budgeting, forecasting across products, channels, revenues, and cohorts.
• Own board materials and the financial narrative including SaaS metrics and outlook.
• Collaborate with finance, accounting, data, product, sales, and ops to improve KPI definitions and reporting.

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.

$150,000 - $200,000 a year

Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits.