Director – Finance
Posted on 2/24/2023

51-200 employees

Personalized health experience app
Company Overview
Well's mission is to transform healthcare through our unique impact to our members' health and happiness. Well's product, a consumer health engagement platform, integrates concierge services, behavioral health, telemedicine, care management and wellness services to drive sustained engagement, lower costs and improve the health of members.
Carrboro, NC, USA
Experience Level
  • Position: Director, Finance
  • Reporting To: Chief Financial Officer
  • Location: Chapel Hill, NC
  • Compensation Information: This role could be hired for within the range of $110,000-$160,000, based on qualifications
  • Position Summary:Upon joining our team, the Finance Director will be a strategic thought-partner and report to the Chief Financial Officer. The successful candidate will be a hands-on leader who can efficiently manage a diverse set of finance-related areas, including: financial/tax reporting, business planning and budgeting, fundraising, and business administration. The Finance Director will play a critical role in partnering with the senior leadership team in strategic decision making and operations as Well continues to grow and scale its business
  • Well is on a mission to redefine the healthcare experience. This is an opportunity to re-shape healthcare for America. We are developing solutions to improve the quality and affordability of healthcare. We welcome team members who are passionate about that mission. We embrace diversity and are committed to building an inclusive team
  • Well is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. We seek diversity and encourage individuals from underrepresented groups to apply
  • Lead financial planning and analysis (FP&A) processes; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team abreast of the organization's financial status
  • Support Well's monthly and year-end internal accounting operations
  • Analyze financial results; prepare monthly and annual financial statements; develop clear, insightful financial reports for Well's leadership team and external stakeholders
  • Develop and implement performance analytics program; identify key performance indicators/metrics and associated reporting mechanisms
  • Direct implementation and maintenance of robust set of financial management/admin systems and processes
  • Oversee regulatory reporting, including tax planning and compliance; assist with financial audit and tax projects, including responding to information requests
  • Support evaluation of corporate development opportunities (such as M&A, strategic partnerships, build/buy decisions) to formulate recommendations for leadership team review
  • Partner with CFO and President on capital fundraising efforts; support fundraising strategy and investor relations, prepare supporting materials, coordinate with funding sources (VCs, private equity groups, individual investors, etc.), and evaluate scenarios
  • Manage capital projects (e.g., facilities growth) to ensure efficient and consistent operations as the organization scales
Desired Qualifications
  • At least 3 years of overall professional experience
  • 2+ years of accounting experience preferred
  • Minimum of a BA in business, accounting or finance, ideally with an MBA/CPA or related degree
  • Professional knowledge of GAAP
  • Ability to simply communicate complex financial concepts to programmatic and fundraising colleagues who do not necessarily have finance backgrounds
  • Technology savvy, with experience using accounting/financial systems
  • Organized and detail-oriented
  • A successful track record in managing multiple, time-sensitive priorities; strong problem solving skills which support and enable sound decision making
  • Excellent communication and relationship skills, with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders
  • A multi-tasker with the ability to wear many hats in a fast-paced environment