Director, Financial Planning & Analysis (FP&A)

United States·Irvingexecutive

OtherFinancial Planning & Analysis

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Quick Summary

Key Responsibilities

Planning and forecasting• Lead company-level budgeting, forecasting, and scenario planning across products, sales channels, revenue streams, and customer cohorts.

Technical Tools

OtherFinancial Planning & Analysis

Wellfit Technologies is an all-in-one technology platform for the dental ecosystem, bringing patient financing, dental plans, and payment processing into one integrated system. We sit where healthcare meets payments, and we are scaling fast.

Reporting to the CFO, you will own the company's operating model, forecast, board and investor materials, and monthly financial performance process.

You will provide analytical support to the executive team and serve as a thought partner for directors across the company as they work through business issues. Your analysis will help shape capital allocation, pricing, product investment, and growth strategy.

This is a hands-on role with room to shape how the company plans and operates. It offers an opportunity for a strong analyst or finance manager ready to own the planning process, or an experienced FP&A leader looking to help build a scaling business.

Requirements

~1 min read

• Hybrid working model: 3 days on-site and 2 days remote.
• Medical, dental, and vision coverage.
• Unlimited paid time off with a culture that encourages you to use it.
• 401(k) matching up to 4%.

Wellfit Technologies is an equal opportunity employer and evaluates every applicant on merit.