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Full-Time

Senior Finance Analyst

Confirmed live in the last 24 hours

Welbe Health

Welbe Health

501-1,000 employees

Comprehensive care services for seniors

Healthcare

Compensation Overview

$99.3k - $119.2kAnnually

+ Bonus + Equity Grants

Mid, Senior

Los Angeles, CA, USA

Hybrid schedule requires some in-office presence.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
SQL
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s Degree in Accounting, Finance, Economics, Statistics, or relevant field
  • Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)
  • Expertise in Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)
  • Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
  • Strong fluency with Excel formulas and functions
Responsibilities
  • Perform financial forecasting, reporting, and operational metrics tracking
  • Analyze financial data and create financial models to guide the organization
  • Report on financial performance and prepare for regular executive reviews
  • Examine past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Work closely with the accounting team to ensure accurate financial reporting
  • Evaluate financial performance by comparing and assessing actual results with plans and forecasts
  • Build financial models that predict the future performance of WelbeHealth or select markets
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

WelbeHealth offers comprehensive care services for older adults, utilizing the PACE (Program of All-Inclusive Care for the Elderly) model. This model integrates medical, social, and long-term care, allowing for personalized care plans that meet the unique needs of each patient. The company stands out by focusing on maintaining the independence of seniors while providing tailored support, funded through Medicare, Medicaid, and private payments. WelbeHealth's goal is to enhance the quality of life for elderly clients, ensuring they receive the necessary care to thrive at home.

Company Stage

Series C

Total Funding

$61.2M

Headquarters

Menlo Park, California

Founded

2015

Growth & Insights
Headcount

6 month growth

8%

1 year growth

23%

2 year growth

63%
Simplify Jobs

Simplify's Take

What believers are saying

  • WelbeHealth's expansion into new regions like Riverside and Coachella Valley demonstrates its growth potential and commitment to serving more seniors.
  • The addition of experienced executives like Becca Miller Rose and Dr. Michael Le strengthens the company's leadership and operational capabilities, enhancing its ability to deliver high-quality care.
  • Support from elected officials and community leaders underscores WelbeHealth's positive impact and potential for further community integration and support.

What critics are saying

  • The reliance on government funding from Medicare and Medicaid could pose financial risks if there are changes in policy or funding levels.
  • Rapid expansion into new regions may strain resources and affect the quality of care if not managed properly.

What makes Welbe Health unique

  • WelbeHealth employs the PACE model, a unique and comprehensive approach to senior care that integrates medical, social, and long-term care services, unlike many competitors who offer fragmented services.
  • The company's focus on personalized care plans developed in collaboration with patients and their families ensures that care aligns with individual goals and values, setting it apart from more generic care providers.
  • WelbeHealth's leadership team, with extensive experience in geriatric care and the PACE model, provides a strong foundation for delivering high-quality, patient-centered care.