FP&A Analyst

FP&A Analyst Wellfit Technologies Irving, TX Job Details $75,000 - $95,000 a year 16 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Performance dashboard reports Financial forecasting Dashboard development Power BI Data visualization software proficiency CPA Financial model construction Financial model development Financial reporting Mergers and acquisitions transaction management Data reporting Mid-level Decision making Accounting and finance experience Due diligence Investment banking Cross-functional collaboration Post-merger integration Data-driven decision making Communication skills Big 4 Cross-functional communication Consulting firm experience New product launch experience Full Job Description We're looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn't your typical FP&A role. You'll partner closely with our CFO and senior leadership to help steer the company through product launches, M&A, and strategic initiatives—while still anchoring our core forecasting and reporting processes. You'll play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth healthtech company. You'll be mentored by our Director of FP&A and work cross-functionally with Product, Sales, Engineering, and Operations. We're looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action. What You'll Actually Do Own and evolve the company's financial models, forecasts, and Adaptive Planning framework Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions Drive product profitability analysis and uncover opportunities with cross-functional teams Create short, actionable memos that highlight KPIs, risks, and recommendations Partner with our data team to build real-time dashboards in Power BI Contribute to M&A diligence, integration planning, and cross-functional financial reporting Support CRM data integrity and reporting that informs strategic choices Take on internal "consulting" projects that span finance, product, and operations Who We're Looking For Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company Experience in investment banking, consulting, or FP&A roles with exposure to M&A, operating models, or business case development Strong modeling skills and ability to distill insights into business recommendations 2+ years of relevant experience (CPA preferred for audit backgrounds) Excellent communication skills, particularly with executive stakeholders A collaborative, humble, and proactive approach—you like moving fast and making things better Perks & Benefits Flexible hybrid model: Dallas-based, 3 days/week in office Medical, Dental, and Vision coverage Generous PTO with a culture that encourages using it 401(k) plan with competitive matching Why Join Wellfit Now? FP&A at Wellfit is evolving into a high-leverage, strategic function—not just reporting numbers but shaping the story behind them. If you want ownership, exposure, and the chance to help build a best-in-class finance org, this role is built for you. Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.