Financial Planning & Analysis Analyst @ Wellfit Technologies

Finance & Banking (1)

Salary Range: 75000 to 95000 (Currency: USD) (Pay period: per-year-salary)

We’re looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn’t your typical FP&A role. You’ll partner closely with our CFO and senior leadership to help steer the company through product launches, M&A, and strategic initiatives—while still anchoring our core forecasting and reporting processes.

You’ll play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth healthtech company.

You’ll be mentored by our Director of FP&A and work cross-functionally with Product, Sales, Engineering, and Operations. We’re looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action.

What You’ll Actually Do

• Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework

• Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions

• Drive product profitability analysis and uncover opportunities with cross-functional teams

• Create short, actionable memos that highlight KPIs, risks, and recommendations

• Partner with our data team to build real-time dashboards in Power BI

• Contribute to M&A diligence, integration planning, and cross-functional financial reporting

• Support CRM data integrity and reporting that informs strategic choices

• Take on internal “consulting” projects that span finance, product, and operations

Who We’re Looking For

• Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company

• Experience in investment banking, consulting, or FP&A roles with exposure to M&A, operating models, or business case development

• Strong modeling skills and ability to distill insights into business recommendations

• 2+ years of relevant experience (CPA preferred for audit backgrounds)

• Excellent communication skills, particularly with executive stakeholders

• A collaborative, humble, and proactive approach—you like moving fast and making things better

Perks & Benefits

• Flexible hybrid model: Dallas-based, 3 days/week in office

• Medical, Dental, and Vision coverage

• Generous PTO with a culture that encourages using it

• 401(k) plan with competitive matching

Why Join Wellfit Now?

FP&A at Wellfit is evolving into a high-leverage, strategic function—not just reporting numbers but shaping the story behind them. If you want ownership, exposure, and the chance to help build a best-in-class finance org, this role is built for you.

Financial Planning & Analysis Analyst

Wellfit Technologies

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