Financial Planning & Analysis Analyst

About the Organization

Wellpath is a mission-driven organization with a people-first culture dedicated to caring for overlooked, underserved, and vulnerable patients. The team shares a deep desire to make a difference by helping society's most vulnerable individuals, showing up daily with non-judgmental compassion to provide hope and healing. Wellpath sees hundreds of thousands of unique individuals in their facilities month over month, with a large percentage receiving direct clinical care, including lives saved by Narcan. The organization offers ongoing training and development opportunities for licensed and unlicensed healthcare team members, with best-in-class clinical resources for training, education, and point-of-care support.

Role Overview

The FP&A Analyst develops client-facing financial reports, maintains forecasting models, and analyzes variances to identify trends and insights. This role supports budgeting, forecasting, and strategic initiatives by delivering accurate financial analysis. The analyst prepares and refines management reports, ensuring key metrics are tracked and explained. They collaborate with accounting and operations to improve FP&A processes and develop standardized reporting. Additionally, the analyst provides ad hoc financial analyses and assists with monthly close and results review activities.

Responsibilities

• Prepare monthly external contract reporting and client billing.
• Prepare and analyze budgets, forecasts, and financial reports to support business planning.
• Develop and maintain financial models for short- and long-term initiatives.
• Analyze performance variances, trends, and cost components to identify opportunities and risks.
• Partner with cross-functional teams to streamline reporting and improve FP&A processes.
• Provide ad hoc financial analysis and support monthly close and results review activities.

Qualifications

Education

• Bachelor's degree in finance or accounting

Experience

• 2+ years prior finance or equivalent experience preferred
• Advanced experience in Excel
• Strong analytical and communication abilities; proactive and self-motivated in a fast-paced environment
• High degree of accuracy and precision required
• Costing experience in healthcare or staffing setting preferred
• Proficiency in financial modeling preferred

Licenses/Certifications

• None required

Benefits

Comprehensive benefits including medical, dental, vision, paid time off, and 401k. Additional perks supporting physical, mental, and financial wellbeing:

• DailyPay — receive your money as you earn it
• Tuition Assistance and dependent Scholarships
• Employee Assistance Program (EAP) including free counseling and health coaching
• Company-paid life insurance
• Tax-free Health Spending Accounts (HSA)
• Wellness program featuring fitness memberships and product discounts
• Preferred banking partnership and discounted rates for home and auto loans

Eligibility for perks and benefits varies based on employee type and length of service.

Additional Information

This position is available only to candidates who reside in the United States. Deadline to apply is contingent upon applicant volume.