[Remote] Director, Financial Planning & Analysis (FP&A) at Wheel

United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Healthcare, TechnologyIndustries

Requirements

10+ years of FP&A experience, including 3-5+ years in leadership roles
Strong collaborator with excellent project management skills to coordinate across multiple teams and deliver projects on time
Subject matter expert in leading an FP&A function and implementing best practices
Strong leadership and mentorship skills to develop and manage a high-performing team
Exceptional problem-solving and critical thinking abilities to navigate complex financial challenges
Strong financial modeling and analytical skills; comfortable producing flexible financial models; hands-on experience in Google Sheets and Netsuite
Excellent verbal and written communication skills, with ability to summarize detailed information for actionable recommendations and decisions by senior leadership
Working knowledge of GAAP and non-GAAP financial metrics
Bachelor's degree in finance or accounting required; advanced degrees welcomed; certifications like CPA, CFA nice to have

Responsibilities

Lead the company’s annual and long-term financial planning processes
Publish monthly and quarterly financial reporting to executive leadership and internal stakeholders
Drive data-driven decision making across the organization
Own the operating plan, including long-term planning, annual planning, quarterly forecasting, and monthly management reporting of financial performance
Partner with Accounting for internal reporting and to ensure accuracy in quarterly rolling forecasts
Partner closely with Commercial and Sales on frameworks and best practices for pricing and booking new deals, including Deal Desk
Collaborate with Client Success and Operations on business process improvements to optimize company cost structure
Influence key decision makers to deliver on long-term growth and profitability
Prepare presentations for company leadership and Board of Directors articulating financial position and multi-year outlook
Collaborate with Accounting on month-end close
Build solid relationships with cross-functional team members to foster a collaborative environment
Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization

Skills

Key technologies and capabilities for this role

Financial PlanningBudgetingForecastingFinancial ReportingData AnalysisOperating PlanPricing FrameworksDeal DeskCross-functional Collaboration

Questions & Answers

Common questions about this position

Is this position remote?

Yes, the position is remote in the USA, with preferred locations including Bay Area, CA and Austin, TX, and secondary locations such as Chicago, IL, Atlanta, GA, Boston, MA, New York City, Denver, CO, and Seattle, WA.

What experience is required for this role?

Candidates need 10+ years of FP&A experience, including 3-5+ years in leadership roles, along with strong collaboration skills, project management abilities, and expertise in leading an FP&A function.

What does the role involve in terms of collaboration?

You will partner closely with the CFO, Manager of FP&A, Accounting, People, Operations, R&D, Client Success, Sales and Marketing, and build solid relationships across cross-functional teams to foster a collaborative environment.

What is the salary for this position?

This information is not specified in the job description.

What makes a strong candidate for this Director FP&A role?

A strong candidate has 10+ years of FP&A experience with 3-5+ years in leadership, excels as a collaborator with strong project management skills, and is a subject matter expert in leading FP&A functions.

Wheel

Connects clinicians with telehealth opportunities

About Wheel

Wheel connects healthcare professionals, specifically physicians and nurse practitioners, with telemedicine opportunities, allowing them to work remotely and achieve a better work-life balance. The platform serves both individual clinicians seeking flexible job options and healthcare organizations looking for reliable virtual care providers. Wheel ensures quality by thoroughly vetting its clinicians to meet high clinical, legal, and regulatory standards. The company operates as an intermediary, charging healthcare organizations for access to its vetted clinicians and offering additional services like malpractice coverage and credentialing. Wheel's goal is to enhance clinician well-being and job satisfaction, ultimately improving the quality of care patients receive.

Austin, TexasHeadquarters

2018Year Founded

$211.7MTotal Funding

SERIES_CCompany Stage

HealthcareIndustries

201-500Employees

Benefits

Medical, vision, and dental insurance

Flexible PTO policy

$500 personal growth stipend

$500 home office stipend

Flexible WFH policy

Paid parental leave

Risks

Increased competition from established telehealth companies like Teladoc and Amwell.

Potential data privacy challenges with AI-driven platforms like Horizon.

Dependence on partnerships with companies like Owlet and Talkspace.

Differentiation

Wheel's AI-driven Horizon platform sets a new standard in virtual care delivery.

Wheel empowers clinicians with flexible work arrangements, enhancing their work-life balance.

Wheel's robust vetting process ensures high clinical, legal, and regulatory standards.

Upsides

AI-driven predictive analytics enhance patient care with proactive interventions.

Partnership with Owlet expands Wheel's capabilities in pediatric and infant care.

Growing telehealth market post-COVID-19 boosts demand for Wheel's services.

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