Finance Analyst

  • Perform financial forecasting, reporting, and operational metrics tracking
  • Analyze financial data and create financial models to guide the organization
  • Report on financial performance and prepare for regular executive reviews
  • Examine past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Work closely with the accounting team to ensure accurate financial reporting
  • Evaluate financial performance by comparing and assessing actual results with plans and forecasts
  • Build financial models that predict the future performance of WelbeHealth or select markets
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Job Requirements:

  • Bachelor’s Degree in Accounting, Finance, Economics, Statistics, or relevant field
  • Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)
  • Expertise in Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)
  • Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
  • Strong fluency with Excel formulas and functions