Senior Financial Analyst – FP&A
About The Position
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.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
- 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.
- 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.
- 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.
Benefits
- Access to health, dental and vision insurance.
- Matching 401k plan.
- Flexible paid time off.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
