FP&A, Sr Analyst

Ways2Well; Houston (TX); Hybride; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Comprehensive health, dental, and vis

401k with employer match

Paid Time Off

Employee Perks & Discounts

Résumé du poste

Ways2Well is seeking a FP&A Senior Analyst to own financial modeling, budgeting, forecasting, and long-range planning in a fast-growing healthcare environment. You will partner with department leaders to translate data into insights that drive strategy.

Houston-based, hybrid work, focusing on accuracy, clarity, and collaboration to shape corporate decisions and performance reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 5+ years of FP&A or related finance experience.
• Advanced proficiency in Excel with complex modeling.
• Experience with ERP/ FP planning systems (NetSuite, Adaptive Insights, Anaplan).
• Strong analytical and communication skills.

Responsabilités

• Build, maintain, and improve financial models for budgeting, forecasting, and long-range planning.
• Lead the annual budgeting process and manage rolling forecasts with leaders.
• Perform variance analysis and communicate findings to stakeholders.
• Partner with department heads to support budget planning and cost management.
• Prepare monthly/quarterly financial reports and KPI dashboards.
• Conduct ad hoc analysis for strategic initiatives and new product launches.
• Support month-end close activities and reporting accuracy.
• Analyze revenue, margin, CAC, and LTV to identify trends.
• Support headcount planning and scenario modeling.
• Lead process improvements for FP&A tools and reporting.

Connaissances

Advanced Excel

Financial Modeling

Analytical Skills

Communication

Cross-functional Collaboration

ERP/Planning Systems

Formation

Bachelor's degree in Finance/Accounting/Economics/Business

Outils

Power BI

Tableau

SQL

Description du poste

Ways2Well is redefining the future of healthcare. As a leader in regenerative and preventive medicine, we empower patients to take control of their health through data-driven, personalized care. We’re breaking away from outdated models—leveraging cutting-edge technology, digital care platforms, and bold thinking to deliver high-impact healthcare at scale.

Position Summary

The FP&A Senior Analyst plays a critical role in shaping Ways2Well's financial planning, forecasting, and strategic decision-making. This position owns the development and maintenance of financial models supporting budgeting, rolling forecasts, and long-range planning, while delivering clear, actionable analysis that helps leadership understand business performance and make informed decisions. The ideal candidate combines strong analytical rigor with the communication skills to translate complex financial data into insights that resonate with both finance and non-finance stakeholders. This role is well suited to a senior-level analyst who is comfortable owning end-to-end financial models, partnering directly with department leaders, and thriving in a fast-paced, high-growth healthcare environment where the numbers genuinely inform strategy.

Location: Houston, TX (hybrid)

Key Responsibilities

• Build, maintain, and continuously improve financial models supporting budgeting, forecasting, and long-range strategic planning
• Lead the annual budgeting process and manage rolling forecasts in partnership with department and business unit leaders
• Perform variance analysis comparing actual results to budget and forecast, identifying key drivers and communicating findings to stakeholders
• Partner with department leaders across Operations, Clinical, Marketing, and Product to support budget planning, cost management, and strategic initiatives
• Prepare monthly and quarterly financial reporting packages, including board- and leadership-level presentations and KPI dashboards
• Conduct ad hoc financial analysis to support strategic initiatives, new product launches, market expansion, and business case development
• Support month-end close activities, including variance commentary, accruals review, and coordination with Accounting on financial reporting accuracy
• Analyze key business metrics, including revenue, margin, customer acquisition cost, and lifetime value, to identify trends and opportunities for improvement
• Support capital planning, headcount planning, and scenario modeling to evaluate the financial impact of strategic decisions
• Identify and lead process improvement initiatives to increase the efficiency, accuracy, and scalability of FP&A tools, models, and reporting

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 5+ years of experience in FP&A, corporate finance, investment banking, or a related analytical finance role
• Advanced proficiency in Excel, including complex financial modeling, scenario analysis, and large dataset management
• Experience with ERP and/or financial planning systems (e.g., NetSuite, Adaptive Insights, Anaplan, or similar platforms)
• Strong analytical and problem-solving skills, with the ability to translate complex financial data into clear, actionable insights
• Excellent verbal and written communication skills, with experience presenting financial analysis to leadership or cross-functional stakeholders
• Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated ability to work independently and collaboratively across finance and non-finance teams

Preferred Qualifications

• MBA, CFA, or other advanced financial credential
• Experience in the healthcare, telehealth, or wellness industry
• Experience operating in a high-growth, multi-entity, or private equity-backed environment
• Experience with BI/data visualization tools (e.g., Power BI, Tableau)
• Working knowledge of SQL or other data querying tools

Work Environment & Physical Requirements

• This role operates in a professional office or home office environment, with regular use of computer systems, financial modeling tools, and reporting platforms throughout the workday
• Regularly required to sit for extended periods while using a computer, keyboard, and mouse to build models, analyze data, and prepare reports
• Must be able to concentrate for extended periods while managing complex financial models and analysis, particularly during budgeting, forecasting, and month-end close cycles
• Specific vision abilities required include close vision and the ability to adjust focus for extended periods of screen-based work, including reviewing detailed financial data and reports
• Must be able to communicate clearly and effectively via phone, video conference, and email with leadership, department heads, and cross-functional stakeholders, including the ability to present financial analysis clearly to both finance and non-finance audiences
• May experience increased workload and deadline pressure during budgeting season, month-end/quarter-end close, and board reporting cycles, requiring adaptability and sustained attention to detail
• Fast-paced, evolving environment requiring strong prioritization skills and the ability to manage multiple concurrent deadlines

Featured Benefits

• Competitive salary
• Comprehensive health, dental, and vision insurance
• 401k with employer match
• Paid Time Off
• Employee Perks & Discounts

#Ways2Well

Why Join Ways2Well?

The best work happens when purpose meets potential. At Ways2Well, you'll work with a passionate, driven team that's redefining what personalized health and wellness can be — with the resources, leadership, and culture to back it up. We offer competitive compensation, strong benefits, and real room to grow, lead, and make your mark.

Equal Employment Opportunity (EEO) and Affirmative Action Commitment

Ways2Well is committed to providing equal employment opportunities and render affirmative action to all employees and applicants for employment, including individuals who are members of underrepresented groups, without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or any other status protected by applicable federal, state, or local laws.

Reasonable Accommodations Statement

Toaccomplishthis job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodationmay be made to help enable qualified individuals with disabilities to perform the essential functions.