Financial Analyst, FP&A

Overview

A leading health and wellness platform is seeking a Financial Analyst to join its Strategic Finance team. The organization focuses on delivering personalized, affordable, and accessible healthcare solutions, aiming to improve health outcomes through innovative approaches. This role supports consolidated financial planning and reporting, contributing to executive and Board materials while collaborating across finance functions.

Responsibilities

• Build and maintain components of the consolidated financial model for annual operating plans, long-range plans, and monthly forecasts
• Support forecast cycle activities including data intake, model updates, and variance analysis 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 differences between actuals, plans, and forecasts at consolidated and segment levels
• Partner with category, marketing, and operations finance teams to gather and consolidate inputs into a coherent corporate view
• Develop new financial models to address business questions or problems
• Identify opportunities to improve planning and reporting processes using AI, automation, and systems to reduce manual effort and enhance analytical quality
• Perform ad-hoc financial analyses and presentations for finance leadership

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or equivalent experience
• Minimum 2 years of experience in analytical financial roles such as strategic finance, FP&A, investment banking, or consulting
• Strong financial modeling skills, including building multi-scenario P&Ls and models from scratch
• Proficiency in manipulating large datasets
• Excellent written and verbal communication skills with the ability to translate analyses into clear narratives
• Highly organized, detail-oriented, and able to multitask effectively

Preferred Qualifications

• Experience in investment banking or high-growth companies
• Exposure to public company external reporting cycles (Board, Audit Committee, earnings/guidance)
• Familiarity with online subscription business models, acquisition marketing metrics, and lifetime value concepts
• Experience leveraging AI and automation to improve finance workflows

Compensation & Benefits

• Salary range: $100,000 – $125,000 (for US-based candidates; ranges for other locations available upon request)
• Competitive equity compensation
• Unlimited paid time off, company holidays, and quarterly mental health days
• Comprehensive health benefits including medical, dental, vision, and parental leave
• Employee Stock Purchase Program (ESPP)
• 401(k) plan with employer matching
• Offsite team retreats

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 and disabled veterans during the application process. The employer complies with fair chance laws and does not require lie detector tests as a condition of employment in Massachusetts.

This role is not a direct employment opportunity with the platform facilitating the application process; hiring decisions are made by the employer.