Director, Financial Planning and Analysis

WellRight

Director of Financial Planning and Analysis at WellRight, owning financial model and assisting CFO in strategic decisions. Collaborating with leadership and finance teams to enhance financial accuracy and reporting.

Posted 4/16/2026full-timeRemote • 🇺🇸 United StatesLead💰 $135,000 - $165,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingExcelGoogle SheetsSaaS metricsARRchurnCACaccounting principlesbudgetingforecasting

Soft Skills

communicationaccountabilityownershipstrategic thinkingcollaborationinsight translationdetail orientationindependenceresults-focusedproblem-solving

Certifications

BS/BA degreeMBA