Financial Planning & Analysis Manager

Employment Type: Full-Time Location Type: Remote (US) Preferred Locations: Bay Area, CA; Seattle, WA; Austin, TX; Atlanta, GA; Boston, MA; Chicago, IL; New York

About the Company

Wheel is transforming the traditional care ecosystem by providing innovative companies with a premier platform to deliver high-quality virtual care at scale. We offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment. Wheel solutions include configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians.

Discover more at www.wheel.com.

About the Role

As the Financial Planning & Analysis (FP&A) Manager at Wheel, you will be instrumental in owning and executing key elements of our financial planning, forecasting, reporting, and decision support processes. You will collaborate cross-functionally across the organization to ensure accurate financial reporting and guide strategic decision-making with high-quality insights and analyses.

What You'll Do

• Budgeting & Forecasting: Support the annual and quarterly budgeting and forecasting processes, ensuring timely, accurate, and insightful deliverables.
• Management Reporting: Own monthly management reporting, including budget-to-actual variance analysis and business commentary for internal stakeholders.
• Financial Modeling: Develop and maintain financial models to evaluate business performance, unit economics, pricing strategies, and new initiatives.
• Performance Analysis: Collaborate with the Director of FP&A and department leaders to identify risks, opportunities, and action items based on performance trends.
• Accounting Collaboration: Work closely with Accounting to support monthly close processes and ensure forecast alignment with actuals.
• Network Operations Support: Partner with the Network Ops team to support clinician planning and recruitment operations, ensuring sound coverage for our clients.
• Strategic Analysis: Contribute to strategic and operational analysis that drives decision-making across the business.
• Stakeholder Presentations: Assist in the preparation of financial presentations for senior leadership and external stakeholders, including the Board.
• Process Improvement: Continually improve forecasting accuracy, financial models, and reporting processes using data and automation.

Who You Are

• Experience: 4–7 years of progressive FP&A experience in high-growth or technology-enabled organizations.
• Analytical Skills: A strong analytical thinker with proven financial modeling skills (Google Sheets/Excel proficiency required; Netsuite experience preferred).
• Communication: Effective communicator with the ability to distill complex information into clear, actionable insights.
• Collaboration: Collaborative and team-oriented; able to build strong relationships across departments.
• Organization: Organized and detail-oriented with a demonstrated ability to manage multiple priorities.
• Adaptability: Comfortable operating in a dynamic, fast-paced, and remote-first environment.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field required. Advanced degrees and/or certifications (CPA, CFA) are a plus.

Salary and Perks

Pay Range: $135,000 - $183,000 base compensation. Final offer amounts are determined by multiple factors including, but not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Benefits:

• Medical, Dental, and Vision
• Ancillary: Life, Short and Long Term Disability
• 401K match
• Flexible PTO
• Parental Leave

Additional Information:

• Wheel is unable to consider sponsoring a new qualified applicant for employment authorization for this position.
• Application Deadline: The role will remain open until September 30, 2025. Eligible candidates can apply via the job posting or through Wheel’s career page.