Financial Analyst I

FinanceHybrid Remote, Dallas, Texas


Description

JOB DESCRIPTION

 

 

DEPARTMENT:Finance

 

POSITION:Financial Analyst I

 

REPORTS TO:Sr. Manager, FP&A

 

SUPERVISES:None

 

JOB CLASS:Exempt

 

 

COMPANY OVERVIEW:

 

Wondr Health is the proven leader in digital behavior transformation. Leveraging over 15 years of behavior change experience and partnership with health plans and employers, Wondr Health delivers interrelated, personalized, skill-building programs for full-spectrum weight management, mindfulness and movement that improve the physical and emotional health of participants. Powered by data-driven engagement expertise and personalized programming, and supported by expert content and coaching, the company’s flexible and scalable solutions engage populations, improve quality of life and health outcomes, and prevent and reduce the cost of chronic health conditions. To learn more, visit www.wondrhealth.com.

 

PURPOSE:

 

The Financial Analyst supports the FP&A function by providing the necessary reports and analytics to make sound business decisions to drive revenue and EBITDA.

 

ESSENTIAL FUNCTIONS:

 

·          Build and maintain daily and weekly reports in Excel.

·          Perform monthly variance analysis on key financial statements.

·          Ability to work with large datasets to decipher and translate business trends.

·          Create ROI analysis and models as needed.

·          Create financial and operational decks monthly.

·          Assist in the preparation of the monthly forecast and annual budget.

·          Create what-if scenario models for key financial statements.

 

KNOWLEDGE, SKILLS, AND ABILITIES:
 

  • Strong analytical skills: the ability to understand complex business problems and deliver information and analysis.
  • Demonstrated ability to roll-up sleeves and work with team members in a direct capacity.
  • Driven, timely, initiative-taking, and responsive.
  • Strong people skills: a good listener with an effective communication style that can explain financial information clearly.
  • Someone who can forge and maintain close relationships, both internally and externally.
  • Can work independently and project plan his/her work to meet required deadlines.
  • Communicates clearly about progress and challenges.
  • An initiative-taking collaborator that contributes to an atmosphere in which people work together, enthusiastically, and effectively, in producing outstanding results. Someone who seeks to understand others and is politically and culturally aware, drives collaboration, cooperation, and team building.
  • Ability to think creatively and meticulously to solve problems that do not have a clear solution.
  • Highest standards of accuracy and precision; highly organized.
  • Respectful of deadlines – strong sense of urgency.
  • Excellent diligence without losing the big picture.
  • Articulate with excellent verbal and written communication skills.
  • Team-player who will collaborate with accounting, leadership, and other key teams.

 

QUALIFICATIONS:

 

Education:

 

  • Bachelor’s Degree in Finance, Accounting, or related field

 

Experience:

 

  • Advanced Microsoft Suite Required
  • Power BI preferred

 

GENERAL WORKING CONDITIONS:

 

General office working conditions can be remote work from home or in the office. Each department head determines if position is work from home or hybrid meaning works from home and in the office as needed. Work hours vary based on business needs. When working in the office pod workstation area has little or no privacy. Involves extended periods of sitting at a workstation performing computer duties. Constant flow of interruptions by personnel, visitors to the area and telephone calls. Private workstations are available as needed. Certain positions are assigned to an office. Occasional (less than 5%) business travel may be required.

 

DISCLAIMER

 

This description is intended to be sufficient merely to identify the classification and be illustrative of the duties that may be assigned. It should not be interpreted to describe all the duties an employee assigned to this classification may be required to perform.

Wondr Health is an equal opportunity employer and values diversity. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. All employment is decided based on qualifications, merit, and business need. Wondr Health also participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.