Senior Financial Analyst
Posted on 9/19/2023
Wheel

201-500 employees

Clinician virtual care platform
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Marketing
Sales
Communications
Excel/Numbers/Sheets
Financial analysis
CategoriesNew
Sales & Account Management
Finance & Banking
Requirements
  • Bachelor's Degree in business, accounting, finance or a relevant field required
  • 3+ years experience in an accounting or financial role, preferably with high growth start-up or consulting experience
  • 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
  • Strong finance & business acumen, desire to understand drivers for business growth
  • Outstanding verbal and written communication skills
  • Excellent organizational and project management skills, with ability to prioritize
Responsibilities
  • Assist with quarterly and annual forecasting as well as multi-year planning process
  • Support Head of FP&A and CFO with quarterly Board of Directors materials
  • Primary partner to Wheel's Marketing & Commercial teams
  • Deal review, pricing, and profitability analysisForecast new and pending deals for financial model
  • Commercial and Marketing OpEx Reviews (budgeting, forecasting, reporting)
  • Track and report on sales and marketing-related KPIs (e.g, LTV:CAC)
  • Ad hoc analysis, modeling, and initiatives to support commercial strategy, market analysis, and decision-making
  • Finance lead/ support for OpEx teams (Operations, G&A, and R&D) for budgeting, forecasting, and reporting. Requires partnering / collaborating with functional leaders
  • Partner with P&C for people model maintenance to support Wheel's financial forecasts
  • Ad Hoc financial analysis