Financial Analyst I

Wondr Health; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Wondr Health is seeking a Financial Analyst to support the FP&A team through reporting, analytics, and budgeting processes in a dynamic healthcare setting.

You will build and maintain reports in Excel, perform variance analyses, model ROI, assist with monthly forecasting, and develop what-if scenarios while handling large datasets. A strong communicator, organized, and capable of working independently, you will join a collaborative team that values precision and timely insights.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Advanced Microsoft Suite required.
• Power BI preferred.

Responsibilities

• Build and maintain reoccurring and ad-hoc reports in Excel.
• Perform variance and trend analysis on key metrics.
• Work with large datasets to evaluate information, performance, and trends.
• Maintain ROI analysis and models as needed.
• Assist in the monthly forecast and annual budget.
• Create what-if scenario models for key financial statements.
• Flexible work schedule with extended hours during critical periods.

Skills

Advanced Excel

Power BI

Education

Bachelor’s Degree in Finance, Accounting, or related field

Tools

Excel

Power BI

Job description

PURPOSE:

The Financial Analyst supports the FP&A team and Wondr Health organization through reporting, analytics, and problem-solving activities.

ESSENTIAL FUNCTIONS :

• Build and maintain reoccurring and ad-hoc reports in Excel.
• Perform variance and trend analysis on key metrics.
• Ability to work with large datasets to evaluate relevant information, performance, and trends.
• Maintain ROI analysis and models as needed.
• Assist in the preparation of the monthly forecast and annual budget.
• Create what-if scenario models for key financial statements.
• Maintains a flexible work schedule while meeting business needs, including occasional extended hours during critical planning, forecasting, budgeting, and close periods.

KNOWLEDGE, SKILLS, AND ABILITIES:

• A team player that contributes to an atmosphere in which people work together, enthusiastically, and effectively, in producing outstanding results.
• Demonstrated ability to roll-up sleeves and work independently; able to project plan his/her work to meet required deadlines.
• Strong people skills; a good listener with an effective communication style that can explain information and situations clearly.
• Excellent verbal and written communication skills; communicates clearly about progress and challenges.
• Ability to think creatively to solve problems that do not have a clear solution.
• Highly Organized; highest standards of accuracy and precision.
• Respectful of deadlines; driven, timely, initiative-taking, and responsive.
• Ability/desire to learn and grow with this role and future opportunities.

REQUIRED QUALIFICATIONS :

Education:

• Bachelor’s Degree in Finance, Accounting, or related field

Experience:

• Advanced Microsoft Suite Required
• Power BI preferred

GENERAL WORKING CONDITIONS:

General office working conditions can be remote work from home or in the office. Each department head determines if position is work from home or hybrid meaning works from home and in the office as needed. Work schedules vary. When working in the office pod workstation area has little or no privacy. Involves extended periods of sitting at a workstation performing computer duties. Constant flow of interruptions by personnel, visitors to the area and telephone calls. Private workstations are available as needed. Certain positions are assigned an office.

DISCLAIMER:

This description is intended to be sufficient merely to identify the classification and be illustrative of the duties that may be assigned. It should not be interpreted to describe all the duties an employee assigned to this classification may be required to perform.

Wondr Health is an equal opportunity employer and values diversity. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. All employment is decided based on qualifications, merit, and business need.