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Vice President, Financial Planning & Analysis

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:

  • Work closely with business unit executives and participates as a partner to their management teams
  • Owning the Company financial model (P&L, Balance Sheet, Cash Flow and Equity), including forecasting, budgeting and long-range planning
  • Preparing monthly and quarterly management reporting - analyzing operating and financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management
  • Managing deal level pricing models and evaluating the financial impact of potential pricing changes,  analysis of product and customer profitability
  • Partner with broader organization and IT to improve forecasting processes through automation and system optimization and ensure the accuracy of financial data
  • Lead ad hoc financial modeling and analysis for special projects; build detailed financial models for scenario planning
  • Partner with CFO to ensure proper financial guidance as well as messaging of KPIs
  • Participate in strategic data analysis, research and modeling for senior company leadership
  • Coordinate efforts with business applications and IT teams to systematically improve processes and;
  • Build and manage a high performance team, actively participate in building a culture that is customer-focused and team-oriented

You are/have:

  • An independent, self-motivated individual who works well under pressure with a positive, service-oriented attitude
  • Self-starter with a great work ethic and an analytical thinker with superior problem solving and decision making skills, possessing the initiative to create presentations and analysis from scratch to answer questions posed and look into the details and interpret the impact of key business drivers
  • Detail-oriented and organized with prior experience having gathered, structured, monitored, and validated data to ensure data integrity and detailed documentation; has developed a habit of checking the accuracy of data and analysis before submitting for review
  • Significant expertise and love of auditable financial modeling and setting up automated processes to increase the effectiveness of the team and minimize room for error
  • Excellent multi-tasker who is always “on it” with stellar time and project management skills; understands the importance of planning in advance to meet deadlines that include multiple review points and iterations
  • Commitment to continuous training and improvement of employees throughout the finance function and continually foster the development of a five-star team
  • Strong communicator, both written & verbal; reliable and responsive to email and phone communications; and
  • Highest level of integrity and good judgment, with the ability to effectively deal with highly sensitive, confidential information


  • Bachelor's Degree required in related field (Finance/Accounting) or combination of education and experience; Masters Degree or MBA a plus
  • 10+ years Finance leadership experience, preferable in SaaS organization(s)
  • Understanding of GAAP and internal control processes
  • Experience with Data Warehouse and BI Tools, Intacct and Adaptive Insights a plus
  • Exceptional MS Excel modeling skills
  • Startup experience with proven success in a fast-paced, changing environment
  • Experience healthcare industry preferred
  • Strong customer focus combined with an in-depth understanding of the trends affecting the high--technology, healthcare SaaS industry
  • Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor
  • Ability to adapt to a dynamic, rapidly changing business environment
  • Advanced level of Excel, Word, Outlook and PowerPoint required
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