What are the responsibilities and job description for the FP&A Analyst position at Wellfit Technologies?
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
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.
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.
Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits.
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
- 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
- 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
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.
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.
Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits.
Salary : $75,000 - $95,000