Financial Analyst

| Remote
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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
Wheel is seeking a Financial Analyst who will join a growing finance team to support financial planning and analysis functions. The right candidate will take a data-driven approach to forecasting, be passionate about building process efficiencies and eager to share valuable insights with cross-functional stakeholders. 

Responsibilities 
- Monitor and prepare reporting of financial results & key performance indicators (KPIs) including: 
 - Prepare monthly client P&L reporting for leadership and other stakeholders
 - Prepare monthly spend reporting for department leadership
- Manage tracking of accounts payable in order to forecast operating expenses
- Assist in maintaining company financial model with a deep understanding of inputs and interdependencies
- Work cross functionally to ensure accuracy of financial data shared via data analytics and CRM tools
- Support leadership team with miscellaneous in-depth analysis of the P&L, balance sheet, cash flow and pricing and produce actionable financial insights

Qualifications
- Minimum Associates Degree in accounting, finance or a relevant field required 
- 2+ 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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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • RubyLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • HubSpotCRM
    • SalesforceCRM

Location

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

What are Wheel Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Diversity
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 16 weeks of parental leave for the primary caretaker. Wheel also provides 4 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Remote Work Program
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Some Meals Provided
Happy Hours
Parking
Pet Friendly
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within
Continuing Education stipend
Paid industry certifications

Additional Perks + Benefits

As a virtual care solution company, we offer employees access to free telemedicine visits-- up to 5 per year!

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