Financial Analyst

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About Wheel:

Wheel is powering virtual care. We are a healthcare technology company bringing together both the tech infrastructure and the clinicians to power many of the industry’s leading telehealth services. By enabling more companies and clinicians to participate in virtual care, Wheel is helping to connect patients to the best care for their health needs.


We’re a hybrid-remote company with a hub in Austin, Texas, and we are proud to have been recently named one of Built In Austin’s Best Places to Work and Best Small Company to Work For. Wheel is backed by top investors; Lightspeed Venture Partners, CRV, Tusk Ventures, and Silverton Partners. We’re looking for new Wheelies who share a passion for making a positive difference in healthcare and feel connected to our core values. 


Learn more about what we are building in Forbes.


Our Values

We believe we can help build a future for everyone by ensuring how we work is aligned with our core values of:


Further, together. 

Empathy, everyday.

Be trusted.

Grit to grow.

High Velocity.


To learn more about how we work, check out our careers page.


Position Summary

We are looking for a Financial Analyst who will join our growing finance team to support financial planning and analysis functions. As an early member of a growing finance team, you will have a lasting imprint on shaping the finance department at Wheel. The right candidate for this role will be passionate about building processes and efficiencies. We are looking for someone who gets excited about forecasting with a data driven approach.


Responsibilities 

- Analyze financial data and deliver financial reporting & key performance indicators (KPIs) to leadership and other key stakeholders

- Perform various monthly financial analyses to drive strategic discussions across departments (client level P&L analysis, trend analysis, etc.)

- Facilitate budget analyses and related discussions with department leads

- Develop deep understanding of company’s financial model, inputs, and interdependencies

- Prepare financial reporting for investor relations

- Support leadership team with miscellaneous in-depth analysis of the P&L, balance sheet, cash flow and pricing and product actionable financial insights 


Qualifications

- Minimum Associates Degree in accounting, finance or a relevant field required 

- 1+ years’ experience in an accounting or financial role preferably with high growth start-up, consulting and/or healthcare industry

- Proven experience with financial analysis with advanced Excel / Google sheets financial modeling skills

- Best practices are second-nature, you can handle complexity but you strive for simplicity

- Experience working within NetSuite, Looker and Salesforce

- Outstanding verbal and written communication skills 

- Excellent organizational and project management skills, with ability to prioritize 

- The ability and desire to work in a fast-paced challenging environment 

- The desire to learn and be coached


Equal Employment Opportunity Statement 

At Wheel, we know we will go further together by celebrating diversity and that starts by honoring each of our unique lived experiences. We look for a diverse pool of applicants including those from historically marginalized groups: women, people with disabilities, people of color, formerly incarcerated people, people who are lesbian, gay, bisexual, transgender, and/or gender nonconforming, first and second generation immigrants, veterans and people from different socioeconomic backgrounds. We are committed to ensuring a safe work environment where employees are not discriminated against based on age, race, ancestry, religion, sex, gender identity, sexual orientation, pregnancy, marital status, physical or mental disability, military or veteran status, national origin, or any other characteristic protected by law. We are proud to be an equal opportunity employer that believes in health, equity, equality, and prosperity for all so we can succeed in changing the way healthcare works. 

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Location

2330 S. Lamar Blvd., Ste. 300, Austin, TX 78704

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