FP&A Analyst

Wellfit

Financial professional driving strategic initiatives while managing financial models and reports at a high-growth healthtech company. Collaborating with CFO and leadership on critical business decisions.

Posted 5/5/2026full-timeIrving • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingscenario analysisdecision-making toolsproduct profitability analysisKPI analysisM&A diligencefinancial reportingCRM data integritybusiness case development

Soft Skills

communicationcollaborationproactive approachhumilityanalytical thinkingproblem-solvingstakeholder managementadaptabilityteamworkstrategic thinking

Certifications

CPA