Director, Financial Planning & Analysis



Accounting & Finance
Austin, TX, USA
Posted on Tuesday, June 18, 2024

Director, Financial Planning & Analysis

Preferred Locations: Austin, TX and Bay Area, CA

About the Company

Wheel is evolving the traditional care ecosystem by equipping the nation's most innovative companies with a premier platform to deliver high-quality virtual care at scale. We offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment. Wheel solutions include configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians. Discover how Wheel is transforming the future of healthcare by visiting

About the Role

As Director, Financial Planning & Analysis at Wheel you will partner closely with the CFO and Manager of FP&A on all financial planning, budgeting and performance reporting as well as collaborate cross-functionally across teams including Accounting, People, Operations, R&D, Client Success, and Sales and Marketing to ensure the appropriate prioritization of strategic investments across the company.

What You’ll Do

  • Lead the Company’s annual and long-term financial planning processes.

  • Publish monthly and quarterly financial reporting to executive leadership as well as internal stakeholders.

  • Help drive data-driven decision making across the organization.

  • Own the operating plan, which includes long-term planning, annual planning, quarterly forecasting, and monthly management reporting of financial performance.

  • Partner with Accounting for internal reporting, as well as to ensure accuracy in the Company’s quarterly rolling forecasts.

  • Partner closely with the Commercial and Sales organization on frameworks and best practices for pricing and booking new deals including Deal Desk.

  • Collaborate with Client Success and Operations on driving business process improvement in order to optimize the company cost structure.

  • Influence key decision makers in the Company to deliver on long-term growth and profitability.

  • Prepare presentations for company leadership, as well as the Board of Directors, that clearly articulate the financial position and outlook of the Company on a multi-year basis.

  • Collaborate with Accounting on month-end close.

  • Build solid relationships with cross-functional team members, fostering a collaborative and productive teamwork environment.

  • Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization.

Who you are

  • 10+ years of FP&A experience, including 3-5+ years in leadership roles.

  • A strong collaborator. You work well across various teams with strong project management skills to coordinate between multiple groups in order to deliver projects on time.

  • A Subject Matter Expert. You have experience leading an FP&A function and implementing best practices.

  • A Leader. You demonstrate strong leadership and mentorship skills to develop and manage a high-performing team.

  • A problem-solver. You possess exceptional problem-solving and critical thinking abilities to navigate complex financial challenges.

  • A strong financial modeler. You possess strong financial modeling and analytical skills; comfortable producing flexible financial models; hands-on experience in Google Sheets and Netsuite.

  • An effective communicator. You demonstrate excellent verbal and written communication skills, coupled with the ability to summarize detailed information in order to facilitate actionable recommendations and decisions by senior leadership.

  • A metrics guru. You have working knowledge of GAAP and non-GAAP financial metrics.

  • A bachelor's degree in finance or accounting is required, advanced degrees welcomed, and certifications and credentials like CPA, CFA are nice to have.

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