Senior Financial Analyst – FP&A

Job Title: Senior Financial Analyst – FP&A
Department: Finance
Reports To: Director of Finance
FLSA Status: Exempt
Location: Remote (U.S.)

Role Overview

Wellbeam Consumer Health is seeking a high‑impact Senior Financial Analyst, FP&A to strengthen the connection between Accounting and cross‑functional business partners and to help ensure a timely, accurate month‑end close. The role will also own routine monthly reporting and executive‑ready presentations, while supporting ad hoc analysis that drives decision‑making across the business. This is an opportunity for someone who thrives in a fast‑moving, PE‑backed environment and is excited to use modern tools — including AI — to improve processes, insights, and operating rhythm.

Key Responsibilities

Month‑End Close Enablement & Cross‑Functional Communication

• Serve as a primary finance liaison to coordinate close inputs, timelines, and deliverables across Accounting and business teams.
• Drive clarity on ownership, deadlines, and data readiness to support accurate close outcomes and fewer downstream revisions.

Monthly Reporting & Executive Presentations

• Prepare recurring monthly performance reporting (variance analysis, KPI tracking, trends) with clear narratives and takeaways.
• Build and maintain leadership/board‑ready presentations that translate results into business implications and actions.

Business Partnership & Ad Hoc Financial Analysis

• Support cross‑functional partners (e.g., Marketing, Operations, Sales, Product) with ad hoc analysis: ROI, scenario modeling, spend tracking, profitability, and decision support.
• Convert complex analysis into concise, actionable recommendations for both finance and non‑finance stakeholders.

Process Improvement & AI‑Enabled Automation

• Identify opportunities to streamline reporting, improve data quality, and shorten cycle times through automation.
• Demonstrate curiosity and practical application of AI tools/workflows to enhance analysis, documentation, and repeatable reporting processes.

Qualifications (Required)

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3–5+ years of experience in FP&A, corporate finance, or a related analytical finance role.
• Advanced Excel skills; strong PowerPoint/slide‑building capability (executive storytelling).
• Strong communication skills with the ability to partner cross‑functionally and drive timelines.

Preferred

• Experience in a PE‑backed, high‑growth, or scaling environment.
• Familiarity with modern finance systems and BI/reporting tools; comfort working with large datasets.
• Track record of process improvement and automation.

What Makes This Role Exciting (updated “calculated risk” line)

• High visibility role with meaningful ownership and direct impact on how finance supports decision‑making.
• Ideal for someone motivated by autonomy, pace, and the opportunity to make visible impact in a scaling business. (wording choice per your Option 3)
• Opportunity to help modernize reporting and processes using AI‑enabled tools.

Remote Work Expectations (optional but HR-friendly)

• Employees working from home are expected to attend meetings virtually, maintain availability, and respond promptly via messaging/email/phone.

Equal Employment Opportunity / At‑Will Employment

Wellbeam Consumer Health provides equal employment opportunities to all qualified individuals in accordance with applicable law and maintains an at‑will employment relationship consistent with company policy.

Job Type: Full-time

Pay: $75,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Work Location: Remote