Vice President, Financial Planning & Analysis (FP&A)
Welltok is pioneering health optimization by connecting consumers with the right programs and resources to optimize their health and reward them for healthy actions and behaviors. Our CaféWell health optimization platform empowers users with personalized activities that are designed to drive healthy habits and active lifestyles. Welltok ranked #91 on Deloitte’s 2017 Technology Fast 500™, ranked #278 on Inc. magazine’s 2017 Inc 5000, and ranked #85 on the Forbes 2017 Cloud 100 list. Be part of something big and join our smart, passionate team in changing the way consumers engage in their health.
Reporting directly to the Chief Financial Officer, the Vice President, Financial Planning & Analysis (FP&A) has the opportunity to join Welltok at a critical point in the company's growth trajectory. The role is highly visible and partners with leadership at all levels with room for significant career growth as Welltok expands.
The VP, FP&A leader will be responsible for coordinating all planning, forecasting, reporting, and business analysis for Welltok to support the management of the business. This position will oversee a team dedicated to identifying financial trends and defining critical decisions to ensure the effective strategic management of the business and delivery of Welltok’s financial performance. This role will be responsible for driving an efficient and accurate planning process, from detailed annual budgets, to monthly/quarterly forecasts, and ongoing risk & opportunity analysis. This role will also coordinate closely with the Controllership to manage the monthly close and conduct monthly & quarterly results analysis of business performance, as well as supporting the development of insightful Monthly and Quarterly Business Reviews for Welltok’s executive management. The position will lead ad-hoc business analysis and support the ongoing management of key initiatives and investments. The position will also be responsible for enacting a proactive, collaborative partnership between Finance and business teams, deeply embedding the Finance function into the business, by assisting and driving financial management of their areas.
In addition to directly supporting Welltok’s business, this position will be responsible for interfacing with numerous other groups within the company to coordinate financial management. This role will have significant exposure and be the go-to finance leader for the CFO, COO and the Welltok management team.
The VP, FP&A will have significant experience in leading financial services establishing strong business and financial planning processes, budgeting, strategic frameworks and driving critical financial decisions; assessing corporate model changes and timely financial and management reporting. The ideal incumbent will have prior Merger & Acquisition integration experience as well as a prior track record of assisting the CFO with raising capital. Responsibilities include forecasting, budgeting, financial and scenario planning through development of decision frameworks and methodologies. Candidates will have experience collaborating with business leaders as well as evaluating the business economics for recommendation and allocation of capital and a track record of well-informed judgment around technical and business investment opportunities. This position has oversight of financial planning, reporting and analysis, cost allocation, budgeting and forecasting, pricing execution and investment management.
To be successful in this role, you will need unquestionable ethics, strong managerial, analytical and system skills, a partnership orientation for working with business colleagues and the ability to manage the Company’s financial model and strategic goals.
Key Responsibilities include: