Senior Financial Analyst, FP&A

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