Senior Financial Analyst at WELL Health, Inc.

| Greater LA Area
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WELL is a patient communication infrastructure for healthcare. We enable enterprise health systems, private practices, and vendors to conduct seamless conversations with patients across multiple channels — including texting, email, telephone, and live chat. 

With WELL, patients receive all of their healthcare communication from one trusted source — their provider. The platform empowers service representatives to converse with patients in real time, ensuring patients feel heard while driving staff efficiency and increased revenue.

Founded in 2015, WELL is based in Santa Barbara, California and is the highest rated patient engagement software on both KLAS and G2. WELL serves many of the country’s leading health systems and more than 30 million patients. 

This year, WELL ranked #170 on Inc. 5000’s list of Fastest Growing Private Companies. WELL is also proud to have been named one of the 2020 Central Coast Best Places to Work by the Pacific Coast Business Times and one of the 2020 Best Places to Work in Healthcare by Modern Healthcare. To learn more about WELL, please visit our LinkedIn page.

SUMMARY

WELL is seeking a talented Senior Financial Analyst to join our fast growing organization. You will join WELL’s Finance & Operations team and will report directly to our SVP of Finance & Operations.

You will serve as a financial steward of our business, delivering on our financial strategy, developing new business models, and mitigating exposure to risk. In this role, you will develop scalable, efficient financial processes to provide data and business insights that inform decisions across all functional disciplines. You will own the financial forecasts and analysis and partner with leaders to meet OKR targets. Additionally, you will proactively look for continuous improvement opportunities that will fuel growth and drive out waste. You will have sound financial judgement and provide visibility to our teams that drives results to ARR and cash flow. 

RESPONSIBILITIES

  • Develop and maintain financial forecasts for business growth, assessing risks and opportunities in actual results vs. forecasts.
  • Prepare and automate monthly and quarterly financial reporting packages, including professional presentations outlining detailed variance explanations against budget and forecast to understand performance drivers.
  • Support strategic business decision-making through financial modeling and analysis, including ad-hoc modeling, analysis and presentations.
  • Support the annual budgeting and quarterly forecasting processes for all functions including development of financial metric models, department-specific budgets, and related KPI analysis.
  • Meet with department managers monthly to report on headcount, performance, and opex planning; communicate drivers and insights in conjunction with recommendations on potential action to leadership.
  • Build and maintain dynamic financial forecast models that help drive business insights.
  • Partner with Accounting to ensure accurate accruals, adherence to accounting policies and audit compliance.
  • Ad-hoc reporting, analysis, presentations and special projects as needed.

REQUIREMENTS

  • Bachelor’s degree in Finance or Accounting (advanced degree preferred).
  • 4+ years experience in finance or analytical role (or advanced degree with 2+ years of experience).
  • Strong analytical skills with the ability to master new systems and applications quickly.
  • Strong problem-solving skills with demonstrated ability to find solutions in spite of ambiguity.
  • Previous experience in roles requiring business partnership, procure-to-pay processes, and financial reporting and analysis.
  • Highly organized and motivated with the ability to work on multiple projects while delivering results in a timely manner.
  • Demonstrated success building effective partnerships and managing relationships at all levels.

BONUS

  • SAAS industry experience
  • Healthcare IT industry knowledge

LOCATION

WELL is headquartered in Santa Barbara, CA. Today, all WELL positions are remote, and we are looking forward to when our company returns to in-office work. While this role is an in-office role under normal circumstances, we are open to candidates that would remain remote until we return to the office at or around June 2021.

PERKS AND BENEFITS

Fantastic company culture – frequent Zoom company events (Lunch & Learns, trivia, yoga, etc.) and daily fun brought to you by many creative Slack channels.

Workplace groups – company committees available for all to join (Diversity & Inclusion and Workplace Engagement).

Learning and development – frequent events and tools available to help our employees #PursueGrowth.

Career mobility – we promote from within and have opportunities for employees to transfer between teams. 

MacBook Pro provided

Unlimited vacation/PTO

Generous equity package

Full health benefits – medical/dental/vision

WELL Health Inc. is an Equal Opportunity Employer and is committed to fair and equitable hiring practices. All hiring decisions at WELL are based on strategic business needs, job requirements and individual qualifications. All candidates are considered without regard to race, color, religion, gender, sexuality, national origin, age, disability, genetics or any other protected status. 

We’re dedicated to creating an inclusive, equitable, and diverse workplace, where everyone feels safe to be themselves and diversity is a strength. WELL is committed to providing employees with a work environment free of discrimination and harassment; WELL will not tolerate discrimination or harassment of any kind.

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Location

With beautiful beaches, award-winning restaurants, and a thriving arts and music scene, Santa Barbara lives up to the hype.

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!

Jess

Senior Account Executive, Mid-Market

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

Stephanie

Senior Integration Engineer

What makes someone successful on your team?

WELL’s Sales 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.

Tom

Senior SDR 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.

Guillaume

CEO

What are WELL Health, Inc. Perks + Benefits

WELL Health, Inc. Benefits Overview

Fantastic company culture – frequent Zoom company events (Lunch & Learns, trivia, yoga, etc.) and daily fun brought to you by many creative Slack channels.
Workplace groups – company committees available for all to join (Diversity & Inclusion and Workplace Engagement).
Learning and development – frequent events and tools available to help our employees #PursueGrowth.
Career mobility – we promote from within and have opportunities for employees to transfer between teams.
MacBook Pro provided
Unlimited vacation/PTO
Generous equity package
Full health benefits – medical/dental/vision

Santa Barbara office perks:
Dog-friendly office – furry friends welcome!
Fully stocked kitchen with healthy (and unhealthy) snacks and drinks – kombucha and beer on tap, Bubbly Water dispenser, endless coffee, and Bagel Mondays.
Monthly catered lunches, raffles, and team outings, along with frequent happy hours.
Inviting work space – open floor plan, light-filled space, Sonos-friendly, and standing desks.
Located in the heart of downtown Santa Barbara with a parking lot on site.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
WELL offers stock options through its equity grant plan that vest over a four-year period with a one-year cliff.
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Flexibility if employees want to volunteer during normal business hours.
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Our game room includes Foosball, Video Games, Darts.
Stocked Kitchen
Happy Hours
Parking
We offer employees free on-site parking in our lot, and a parking subsidy for when the lot is full.
Pet Friendly
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Acme Co. offers employees professional development opportunities like Onsite training courses, The ability to attend job related conferences and seminars.
Lunch and learns
Lunch and learns are hosted once per month! Specialists are brought in to discuss diversity, wellness leadership and a variety of other topics.
Cross functional training encouraged
Promote from within
Time allotted for learning
Customized development tracks
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