This position is no longer available
Remote (Country)

Wheel was looking for a Financial Planning & Analysis (FP&A) Manager

Wheel is looking for a Financial Planning & Analysis (FP&A) Manager to own and execute key elements of our financial planning, forecasting, reporting, and decision support processes. You will partner cross-functionally across the organization to ensure accurate financial reporting and help guide strategic decision-making.

What You'll Do

  • Support the annual and quarterly budgeting and forecasting processes, ensuring timely, accurate, and insightful deliverables.
  • Own monthly management reporting, including budget-to-actual variance analysis and business commentary for internal stakeholders.
  • Develop and maintain financial models to evaluate business performance, unit economics, pricing strategies, and new initiatives.
  • Collaborate with the Director of FP&A and department leaders to identify risks, opportunities, and action items based on performance trends.
  • Work closely with Accounting to support monthly close processes and ensure forecast alignment with actuals.
  • Partner with the Network Ops team to support clinician planning and recruitment operations.
  • Contribute to strategic and operational analysis that drives decision-making across the business.
  • Assist in the preparation of financial presentations for senior leadership and external stakeholders including the Board.
  • Continually improve forecasting accuracy, financial models, and reporting processes using data and automation.

What We're Looking For

  • 4–7 years of progressive FP&A experience in high-growth or technology-enabled organizations.
  • A strong analytical thinker with proven financial modeling skills (Google Sheets and Excel proficiency required).
  • Effective communicator with the ability to distill complex information into clear, actionable insights.
  • Collaborative and team-oriented; able to build strong relationships across departments.
  • Organized and detail-oriented with a demonstrated ability to manage multiple priorities.
  • Comfortable operating in a dynamic, fast-paced, and remote-first environment.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field required.

Nice to Have

  • Netsuite experience.
  • Advanced degrees and/or certifications (CPA, CFA) are a plus.

Technical Stack

  • Google Sheets
  • Excel
  • Netsuite

Team & Environment

Partner with the Director of FP&A and department leaders. Work closely with Accounting and the Network Ops team.

Benefits & Compensation

  • Base compensation: $135,000 - $183,000
  • Equity in the form of stock options
  • Medical, Dental, and Vision coverage
  • Ancillary benefits: Life, Short and Long Term Disability
  • 401K match
  • Flexible PTO
  • Parental Leave

Work Mode

This role is open to candidates located in the US. Work is remote-first, with local options in the Bay Area, CA; Seattle, WA; Austin, TX; Atlanta, GA; Boston, MA; Chicago, IL; and New York.

Wheel is committed to equal employment opportunities for all team members. Every decision we make regarding employment is solely based on merit, competence, and performance.

Required Skills
Financial Planning & AnalysisFinancial ModelingBudgetingForecastingGoogle SheetsExcelNetsuiteSQLData AnalysisStakeholder ManagementStrategic PlanningCross-functional Collaboration Financial Planning & AnalysisFinancial ModelingBudgetingForecastingGoogle SheetsExcelNetsuiteSQLData AnalysisStakeholder ManagementStrategic PlanningCross-functional Collaboration
About company
Wheel
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. The company offers configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians.
All jobs at Wheel Visit website
Job Details
Category other
Posted 10 months ago