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

United States

Wheel Logo
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

  • 10+ years of FP&A experience, including 3-5+ years in leadership roles
  • Bachelor's degree in finance or accounting (advanced degrees welcomed)
  • CPA or CFA certification (nice to have)
  • Strong financial modeling and analytical skills; hands-on experience in Google Sheets and Netsuite
  • Working knowledge of GAAP and non-GAAP financial metrics

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
  • Partner with Accounting for internal reporting and ensure accuracy in quarterly rolling forecasts
  • Partner with Commercial and Sales on pricing and booking frameworks
  • Collaborate with Client Success and Operations on driving business process improvement
  • Influence key decision makers to deliver on long-term growth and profitability
  • Prepare presentations for company leadership and the Board of Directors
  • Collaborate with Accounting on month-end close
  • Build solid relationships with cross-functional team members
  • Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization

Skills

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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