Full-Time

Financial Planning and Analysis Manager

Multiple Teams

Posted on 9/2/2025

Wheel

Wheel

201-500 employees

Platform connecting clinicians with telehealth opportunities

Compensation Overview

$135k - $183k/yr

No H1B Sponsorship

Boston, MA, USA + 6 more

More locations: Seattle, WA, USA | Austin, TX, USA | Oakland, CA, USA | Chicago, IL, USA | New York, NY, USA | Atlanta, GA, USA

Remote

Preferred locations in the Bay Area, CA, Seattle, WA, Austin, TX, Atlanta, GA, Boston, MA, Chicago, IL, and New York.

Category
Finance & Banking (1)
Required Skills
NetSuite
Financial analysis
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • 4–7 years of progressive FP&A experience in high-growth or technology-enabled organizations.
  • A strong analytical thinker with proven financial modeling skills (Google Sheets/Excel proficiency required; Netsuite experience preferred)
  • Effective communicator with the ability to distill complex information into clear, actionable insights.
  • Collaborative and team-oriented; able to build strong relationships across departments.
  • Organized and detail-oriented with a demonstrated ability to manage multiple priorities.
  • Comfortable operating in a dynamic, fast-paced, and remote-first environment.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degrees and/or certifications (CPA, CFA) are a plus.
Responsibilities
  • Support the annual and quarterly budgeting and forecasting processes, ensuring timely, accurate, and insightful deliverables.
  • Own monthly management reporting, including budget-to-actual variance analysis and business commentary for internal stakeholders.
  • Develop and maintain financial models to evaluate business performance, unit economics, pricing strategies, and new initiatives.
  • Collaborate with the Director of FP&A and department leaders to identify risks, opportunities, and action items based on performance trends.
  • Work closely with Accounting to support monthly close processes and ensure forecast alignment with actuals.
  • Partner with the Network Ops team to support clinician planning and recruitment operations, ensuring sound coverage for our clients.
  • Contribute to strategic and operational analysis that drives decision-making across the business.
  • Assist in the preparation of financial presentations for senior leadership and external stakeholders including the Board.
  • Continually improve forecasting accuracy, financial models, and reporting processes using data and automation.
Desired Qualifications
  • Advanced degrees and/or certifications (CPA, CFA) are a plus.

Wheel connects physicians and nurse practitioners with telemedicine opportunities through a platform that lets clinicians work remotely while maintaining high work-life balance. The platform acts as an intermediary: clinicians create profiles and browse remote job opportunities, and telehealth organizations access a vetted pool of providers. Wheel vets partners to meet clinical, legal, and regulatory standards, ensuring trustworthy matches. The company earns revenue by charging healthcare organizations for access to its vetted clinician pool and by offering add-on services such as malpractice coverage and streamlined credentialing. Unlike others that may simply list jobs, Wheel emphasizes clinician well-being and reliability, aiming to improve provider satisfaction and, in turn, the quality of care. Its goal is to expand flexible, high-quality telehealth by building a trusted network of clinicians and partners.

Company Size

201-500

Company Stage

Series C

Total Funding

$217.6M

Headquarters

Austin, Texas

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Telehealth market grows 17.7% CAGR through 2032; FDA AI clearances surged 30% in 2025, accelerating Horizon adoption.
  • Enterprise AI health exchange adoption grew 40% in Q1 2026, positioning WheelX as critical infrastructure for pharma and retail.
  • Clinician burnout dropped 15% among remote telehealth providers, strengthening Wheel's network retention and competitive moat.

What critics are saying

  • Teladoc Health's integrated AI-virtual care reaches 90 million members, diverting enterprise clients within 6-12 months.
  • Amazon One Medical's in-office kiosks and Horizon integration steal retail health clients through bundled pharmacy fulfillment.
  • HIPAA class-action lawsuits over WheelX data tokenization expose 50,000 weekly visits, triggering clinician exodus and contract terminations.

What makes Wheel unique

  • Horizon's Clinical Action Layer converts AI-generated health context into compliant care at enterprise scale with 50,000+ weekly visits.
  • WheelX enterprise exchange distributes AI-native healthcare experiences to pharma, retail health, and digital health buyers via revenue-sharing model.
  • National clinician network integrated with data-first EHR enables predictive care pathways across 100+ treatment areas for major care delivery organizations.

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Benefits

Medical, vision, and dental insurance

Flexible PTO policy

$500 personal growth stipend

$500 home office stipend

Flexible WFH policy

Paid parental leave

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

0%
Cision
Feb 23rd, 2026
Wheel Expands Horizon(TM) With AI-Native Clinical Action Layer and Introduces WheelX(TM), an Enterprise Exchange for AI Health Experiences

Wheel expands Horizon(TM) with ai-native Clinical Action Layer and introduces WheelX(TM), an enterprise exchange for AI health experiences. Feb 23, 2026, 08:00 ET Horizon transitions AI-generated health context into completed care, while WheelX distributes AI-native healthcare experiences to enterprise buyers. AUSTIN, Texas, Feb. 23, 2026 /PRNewswire-PRWeb/ - Wheel today announced a major expansion of its virtual care platform Horizon(TM), introducing a new Clinical Action Layer designed to turn AI-generated health context into completed, compliant care at enterprise scale. As part of this expansion, Wheel is also introducing WheelX(TM), an enterprise exchange that connects AI health experiences built on Horizon with enterprise buyers across pharma, retail health, digital health, and more. "Consumers are using AI to search for health answers, and care is increasingly starting there," said Wheel CEO, Michelle Davey. "Today, a patient may generate a health history summary or receive a follow-up recommendation from AI, but then face the 'now what?' moment: Where do I go? Who interprets this? How does this turn into real care? We're solving for this by turning their health context into clinical action." Horizon's new Clinical Action Layer acts as the execution backbone beneath care experiences. The Clinical Action Layer ingests the breadth of contextual patient and partner data (AI, wearables, labs, medical records), generates clinician-ready summaries for actionable decision support, and intelligently routes patients into orchestrated workflows that support comprehensive care delivery. Meanwhile, every interaction generates real-world data that's securely tokenized and structured, enabling enterprises to feed compliant outcomes back into their systems and AI models - creating a continuous learning loop. Unlike today's narrow validation tools or point solutions, Horizon operates across real care delivery at scale with more than 50,000 visits per week and 100+ treatment areas for the biggest names in care delivery today. To connect the growing ecosystem of AI-native innovators with these care partners, Wheel is also introducing WheelX, a curated exchange built on Horizon. Beginning with AI-native front ends, builders can integrate their patient-facing experiences with Horizon's APIs and license those experiences through WheelX. In return, they gain access to Wheel's enterprise distribution pathways and a revenue-sharing model tied to deployment and utilization. WheelX is launching with a curated cohort of front-end AI builders and will expand over time to additional care experiences. Participants must meet core capabilities required for AI patient interfaces, including triage, structured intake, eligibility checks, payment optionality, price transparency, and ingestion of data from wearables, labs, and more. "Builders are innovating at the front door of healthcare," Davey added. "What they now need is enterprise adoption and a compliant execution layer. WheelX lets AI innovators focus on intelligence and engagement, while Horizon executes the care loop safely, reliably, and at scale. It's a win-win that drives better experiences and outcomes for patients." Together, Horizon's Clinical Action Layer and WheelX establish a clear division of roles: Horizon executes care and returns structured outcomes; WheelX distributes AI-native innovation to enterprise buyers. As care continues to shift toward AI-first engagement, Wheel is positioning Horizon as the bridge from context to care, and the execution backbone of AI-enabled healthcare. Builders interested in participating in the first cohort of WheelX partners can request more information at https://www.wheel.com/wheelx-enterprise-ai-health-exchange. About Wheel Wheel is the leading healthcare infrastructure company powering compliant, scalable virtual care for the enterprise. Through its Horizon platform and the Clinical Action Layer, Wheel bridges the gap between health intelligence and completed care delivery to drive real-world patient outcomes. With a leading care enablement platform, seamless patient experience, and nationwide clinician network, Wheel is transforming how healthcare is accessed and delivered. Learn more at wheel.com. Media Contact Tanya Mahr, Wheel, 1 610-420-1724, [email protected], wheel.com SOURCE Wheel

Wheel
Feb 23rd, 2026
Wheel expands Horizon(TM) with ai-native Clinical Action Layer and introduces WheelX(TM), an enterprise exchange for AI health experiences.

Wheel expands Horizon(TM) with ai-native Clinical Action Layer and introduces WheelX(TM), an enterprise exchange for AI health experiences. * Wheel Team * February 23, 2026 Horizon transitions AI-generated health context into completed care, while WheelX distributes AI-native healthcare experiences to enterprise buyers. AUSTIN, TX - Wheel today announced a major expansion of its virtual care platform Horizon(TM), introducing a new Clinical Action Layer designed to turn AI-generated health context into completed, compliant care at enterprise scale. As part of this expansion, Wheel is also introducing WheelX(TM), an enterprise exchange that connects AI health experiences built on Horizon with enterprise buyers across pharma, retail health, digital health, and more. "Consumers are using AI to search for health answers, and care is increasingly starting there,"said Wheel CEO, Michelle Davey. "Today, a patient may generate a health history summary or receive a follow-up recommendation from AI, but then face the 'now what?' moment: Where do I go? Who interprets this? How does this turn into real care? We're solving for this by turning their health context into clinical action." Horizon's new Clinical Action Layer acts as the execution backbone beneath care experiences. The Clinical Action Layer ingests the breadth of contextual patient and partner data (AI, wearables, labs, medical records), generates clinician-ready summaries for actionable decision support, and intelligently routes patients into orchestrated workflows that support comprehensive care delivery. Meanwhile, every interaction generates real-world data that's securely tokenized and structured, enabling enterprises to feed compliant outcomes back into their systems and AI models - creating a continuous learning loop. Unlike today's narrow validation tools or point solutions, Horizon operates across real care delivery at scale with more than 50,000 visits per week and 100+ treatment areas for the biggest names in care delivery today. To connect the growing ecosystem of AI-native innovators with these care partners, Wheel is also introducing WheelX, a curated exchange built on Horizon. Beginning with AI-native front ends, builders can integrate their patient-facing experiences with Horizon's APIs and license those experiences through WheelX. In return, they gain access to Wheel's enterprise distribution pathways and a revenue-sharing model tied to deployment and utilization. WheelX is launching with a curated cohort of front-end AI builders and will expand over time to additional care experiences. Participants must meet core capabilities required for AI patient interfaces, including triage, structured intake, eligibility checks, payment optionality, price transparency, and ingestion of data from wearables, labs, and more. "Builders are innovating at the front door of healthcare," Davey added. "What they now need is enterprise adoption and a compliant execution layer. WheelX lets AI innovators focus on intelligence and engagement, while Horizon executes the care loop safely, reliably, and at scale. It's a win-win that drives better experiences and outcomes for patients." Together, Horizon's Clinical Action Layer and WheelX establish a clear division of roles: Horizon executes care and returns structured outcomes; WheelX distributes AI-native innovation to enterprise buyers. As care continues to shift toward AI-first engagement, Wheel is positioning Horizon as the bridge from context to care, and the execution backbone of AI-enabled healthcare. Builders interested in participating in the first cohort of WheelX partners can request more information at wheel.com/wheelx.

MobiHealthNews
Oct 8th, 2025
Amazon Pharmacy debuts in-office kiosks at One Medical for prescription pickup

The same month, Wheel, a virtual care staffing and services vendor, announced the launch of an integrated medication access offering in its Horizon platform powered by Amazon Pharmacy.

HIT Consultant
Jun 12th, 2024
Wheel Launches Ai-Powered Platform For Virtual Care, Horizon

What You Should Know:–              Wheel, a leading provider of telehealth and virtual care solutions, announces the launch of its AI-driven Horizon™ platform.–              Horizon sets a new standard in care delivery by using AI to provide health plans, digital health solution providers, and life sciences companies with an ‘easy button’ to instantly scale their new and existing virtual care programs across the U.S. This ensures better patient experiences, improved outcomes, and intelligent insights from every program.Introducing Horizon: Wheel’s Cutting-Edge Virtual Care Platform Revolutionizing Healthcare DeliveryHorizon, Wheel’s proprietary virtual care platform, seamlessly combines a data-first EHR, Wheel’s national clinical network, and an open ecosystem of partners. This integration enables leading healthcare providers to deliver exceptional, personalized patient care on a national scale. Horizon is fully configurable to support various patient pathways, from urgent care to population-specific clinical care programs, empowering Wheel’s clients to create next-generation care experiences.Leveraging a vast array of passive and active data from patient profiles, labs, prior case notes, and RPM data, Horizon drives automated, proactive recommendations for clinically appropriate care pathways and programs. The platform’s AI models draw upon billions of data points from millions of virtual care visits, increasing accessibility, efficiency, and personalization for patients and client partners.Horizon is transforming the healthcare experience with several newly available features. Predictive Care Pathways enable the platform to identify trends and patterns through every clinical interaction, lab work, and prescription integration, providing targeted, data-driven holistic interventions throughout the entire patient journey

HIT Consultant
Apr 25th, 2024
Owlet Partners With Wheel To Simplify Access To In-Home Infant Monitoring

Owlet Partners with Wheel to Simplify Access to In-Home Infant Monitoring. by Jasmine Pennic 04/25/2024 Leave a Comment. What You Should Know: – Owlet, a provider of smart infant monitoring technology, announced a strategic partnership with Wheel, a prominent virtual healthcare provider. – The partnership empowers Wheel’s network of clinicians to prescribe Owlet’s BabySat, an FDA-cleared infant pulse oximeter. This innovative device, featuring a comfortable sock design, allows caregivers to effectively monitor their baby’s health vitals at home. This collaboration fosters closer collaboration between parents and healthcare providers, ensuring optimal newborn care.Addressing Critical NeedsEach year, over 450,000 babies transition home from neonatal intensive care units (NICUs) in the US alone. Additionally, congenital heart disease (CHD) affects 40,000 newborns annually, and an estimated 58,000-80,000 children under five require hospitalization due to respiratory syncytial virus (RSV).Streamlined Access and ReimbursementThe BabySat virtual telehealth platform, powered by Wheel, simplifies access to this vital monitoring tool

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