- 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
