Overview
A health and wellness platform is seeking a Financial Analyst to join their Strategic Finance organization. This role supports consolidated planning and reporting, builds and maintains core financial models, contributes to executive- and Board-facing materials, and partners across FP&A teams to support forecasting cycles. The position reports to a leader on the FP&A team and offers opportunities for growth and increasing ownership.
Responsibilities
- Build and maintain components of the consolidated financial model for the annual operating plan, long-range plan, and monthly forecast cycles
- Support forecast cycle mechanics including data intake, model updates, and variance analysis feeding consolidated outputs for senior leadership review
- Contribute to executive-facing financial deliverables such as Weekly Business Reviews, monthly OpEx reviews, and quarterly Board and Audit Committee materials
- Prepare clear variance analyses explaining actuals versus plan and forecast at consolidated and segment levels
- Collaborate with category, marketing, and operations finance teams to gather, validate, and consolidate inputs into a coherent corporate view
- Build financial models from scratch to solve business problems or answer questions
- Identify opportunities to improve planning and reporting infrastructure using AI, automation, and systems to reduce manual effort and enhance analytical quality
- Perform ad-hoc projects, financial analyses, and presentations for finance leadership
Requirements
- Bachelor’s degree in Finance, Accounting, or equivalent experience
- 2+ years of experience in analytical financial roles such as strategic finance, FP&A, investment banking, or consulting
- Strong financial modeling skills, comfortable building multi-scenario P&Ls and models from scratch
- Ability to manipulate large datasets
- Strong written and verbal communication skills with the ability to translate analyses into clear, structured narratives
- Highly organized, detail-oriented, and able to multitask
Preferred Qualifications
- Experience in investment banking or at a high-growth company
- Exposure to public company external reporting cycles (Board, Audit Committee, earnings/guidance)
- Experience with online subscription businesses, acquisition marketing metrics, and lifetime value concepts
- Familiarity with leveraging AI and automation to improve finance workflows
Compensation & Benefits
- Competitive salary and equity compensation for full-time roles
- Unlimited PTO, company holidays, and quarterly mental health days
- Comprehensive health benefits including medical, dental, vision, and parental leave
- Employee Stock Purchase Program (ESPP)
- 401(k) benefits with employer matching contribution
- Offsite team retreats
Location
This role supports a flexible/remote work approach. Specific location details are not provided.
Additional Information
The organization is committed to diversity, equity, and inclusion, and encourages applicants from all backgrounds to apply. Reasonable accommodations are provided for qualified individuals with disabilities during the application process. The employer complies with applicable fair chance laws and does not discriminate based on protected status.