WellRight

Director, Financial Planning and Analysis

WellRight

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $135,000 - $165,000 per year

Job Level

Lead

About the role

  • Serve as a strategic partner to the CFO and leadership team on planning, performance, and decision-making
  • Own the financial model and forecasting process; continuously improving it
  • Lead the annual budgeting process and ongoing re-forecasting cycles
  • Deliver clear, actionable reporting (KPIs, dashboards, board materials)
  • Partner with Sales and leadership on pricing, deal support, and growth strategy
  • Identify trends, risks, and opportunities—and communicate insights clearly (not just data)
  • Collaborate closely with the Finance and Accounting Team to ensure alignment between actuals and forecasts
  • Support fundraising, investor communications, and strategic initiatives (including M&A if applicable)
  • Assist in additional debt and equity financings as well as audits
  • Improve processes, tools, and outputs across FP&A

Requirements

  • 7+ years of experience in FP&A, corporate finance, or similar (SaaS experience strongly preferred)
  • 3-5 years leading FP&A
  • Strong financial modeling skills (Excel / Google Sheets)
  • Experience with SaaS metrics (ARR, churn, CAC, etc.)
  • Maintains the highest standard of financial accuracy and reliability
  • Solid understanding of accounting principles and how financials flow
  • Ability to balance detail and strategy—you know when to go deep and when to move on
  • Excellent communication skills—able to translate numbers into insights
  • Demonstrates strong accountability and ownership of financial outcomes.
  • Operates with independence and accountability in a fully remote, results-focused organization
  • BS/BA degree preferably in Business, Finance, Accounting, Economics or related field, MBA preferred.
Benefits
  • Competitive Salaries
  • Unlimited PTO + 11 Company Paid Holidays
  • VTO (Volunteer Time Off)
  • Flexible work schedule
  • Whole Wellness
  • 401(k) program matching 100% with Company contribution of up to 4%
  • Pet Wellness
  • Paid Pregnancy Medical Leave & Paid Parental Leave
  • At-home internet stipend
  • Immediate access to a Udemy Business license
  • Rewards and incentives for participation in our WellRight Wellness Program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingExcelGoogle SheetsSaaS metricsARRchurnCACaccounting principlesbudgetingforecasting
Soft Skills
communicationaccountabilityownershipstrategic thinkingcollaborationinsight translationdetail orientationindependenceresults-focusedproblem-solving
Certifications
BS/BA degreeMBA