Financial Analyst

| Greater LA Area

We are WELL and we’re the modern communication platform for the $3 trillion healthcare industry. Using WELL, patients engage with their healthcare teams on their schedule and based on their preferences.

We are well-funded and growing quickly. More than 1,000,000 patients use our platform to communicate with their physicians and other healthcare professionals. Our investor’s portfolios include companies like Intercom, Wag, Uber, and SurfAir.

As an early employee joining our 50+ person team, you’ll have a unique opportunity to make a meaningful difference in people’s lives by improving their everyday interactions with their healthcare providers.


The financial analyst is responsible for the organization, analysis, and reporting of data/processes across the following disciplines: accounting, finance, human resources, market, competitors, customers, and accounts.


  • Perform all invoicing, billing, expensing, payments and commission within the accounting system. Close the accounting books on a monthly basis and champion this process internally.
  • Perform the necessary analysis to understand opportunities for improvement across all accounting verticals.
  • Perform audits on accounting scope of work to identify compliance to GAAP and internal requirements.
  • Conduct research for new tools/platforms to improve efficiency and communication as the business scales.
  • Perform analysis among all operating, investing and financing cash flows as required to support the determination of ROI and positive NPV investments across the business.
  • Perform analysis on existing and new GTM initiatives as required to include: market opportunity (sizing, TAM, etc.), channel ROI, and pricing. Support the development and maintenance of competitive landscape analysis.
  • Perform analysis on current and future customer accounts and contracts to determine opportunities for: upsell, conversion, expansion, etc. Use data and analysis to support Root-Cause Analysis on at-risk or churn customers.


  • BA in Business Administration or Equivalent
  • 2+ years experience as an analyst in accounting, finance, operations, or equivalent
  • Experience with billing, invoicing, expense management, and collections
  • Experience with financial statements and investment decisions
  • Experience developing process systems (month-close, competitor landscape update cadence, audits/review cycles)
  • Working knowledge of GAAP standards and financial statements
  • Understanding of data analysis tools/concepts: excel, stata, R, etc.

What you’ll need to really stand out:

  • 3-5+ years experience as an analyst in accounting or finance at a big 4 accounting firm or analyst role at a hyper-growth startup
  • Experience performing complex analysis across multiple disciplines (e.g. accounting, finance, marketing, product/engineering)
  • Understanding of accounting or financial best practices from leading organizations
  • Working knowledge of digital tools and platforms for accounting/finance (Quickbooks, Xactly, etc.)


  • Full Health Benefits (Medical/Dental/Vision)
  • Generous equity package
  • Unlimited Vacation / PTO
  • Located in the heart of downtown Santa Barbara
  • Monthly commuter stipend
  • Fantastic company culture
  • Frequent happy hours and events
  • Stocked kitchen
  • Ergonomic desk setup
  • Dog friendly office
Read Full Job Description

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsFrameworks
    • MongoDBDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • AsanaManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • PardotCMS
    • Adobe CMS
    • Google AnalyticsCMS
    • Google AdsCMS
    • SalesforceCRM
    • MailChimpEmail
    • ZoominfoLead Gen


Located in the heart of downtown Santa Barbara, just a 10 minute walk from the beach, and moments away from top eating and drinking establishments!

An Insider's view of Well Health, Inc.

What’s the vibe like in the office?

The WELL team is a group of lively, driven and hardworking individuals. There is always music playing and dogs hanging- making it truly enjoyable to come into the office. The environment is very collaborative and exciting. I feel valued and challenged every day- the 4pm beer from the office keg is always well deserved! 10/10 would recommend WELL!


Inside Sales Rep

What kinds of technical challenges do you and your team face?

As an integration engineer, I am exposed to working with different EHRs. Records kept by different facilities need to be interchangeable; the file formats and structure need to be consistent enough that they can be read by our software. I am always thrilled to use our tools in innovative ways to overcome the challenges of our healthcare IT industry


Integration Engineer

What makes someone successful on your team?

WELL’s Business Development Team is the foundation of our sales engine and secret sauce to the company’s incredible growth over the past few years. The most successful reps are hungry and creative. They exceed pipeline targets, crush activity metrics, and most importantly - elevate the team around them.


Business Development Manager

What is your vision for the company?

The average American spends more than $10K a year on healthcare, but customer service in medicine is rated the third-worst of any industry. We’re going to change that, giving patients delightful experiences, freeing the industry from clunky, obsolete communication practices, and making healthcare easier and more accessible—for everyone.



What are some social events your company does?

The social events WELL participates in vary from Socially Conscious to downright fun employee bonding time. Whether it's picking fruit to donate to homeless shelters or throwing an 80's themed party, WELL makes it easy to socialize outside of the office. Fantasy Football leagues, wine nights, soup kitchens, you name it, we do it!


Sr. Sales Enablement + Events Manager

What are Well Health, Inc. Perks + Benefits

Well Health, Inc. Benefits Overview

Full Health Benefits (Medical/Dental/Vision)
Generous equity package
Unlimited Vacation / PTO
Located in the heart of downtown Santa Barbara
Monthly commuter stipend
Fantastic company culture
Frequent happy hours and events
Stocked kitchen
Ergonomic desk setup
Dog friendly office

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Pet Friendly
Relocation Assistance
Professional Development Benefits
Lunch and learns
Acme Co. hosts lunch and learn meetings once per month.
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