FP&A Director for Growth & Investor Strategy

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 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.