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Wheel Health Inc

Director, Financial Planning & Analysis (FP&A)

Wheel Health Inc, WorkFromHome

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Join us in creating the next generation of virtual care!

We're looking for people who love to think creatively, solve tough problems, and work alongside an ambitious team of doers and builders.

Wheel empowers virtual care clinicians to work with greater flexibility while providing enterprise companies with the infrastructure and clinical workforce they need to deliver scalable virtual care services nationwide.

Our vision? To put great care within everyone's reach.

We’ve helped millions of patients access quality care, and we’re looking to grow our team with passionate people who share our drive and excitement for building high-impact healthcare solutions.

Wheel’s core values are the foundation of our culture and remain constant as we grow

At Wheel, our values aren’t just words. They are the foundation of how we work, collaborate, and drive meaningful change. They guide our decisions, shape our culture, and fuel our mission to put great care within everyone’s reach.

Be All In

At Wheel, we go further together by being all in—fully engaged, assuming good intent, and supporting one another. Like gears in a powerful engine, we interlock across teams to build trust, solve problems, and move forward. When we work together with passion and purpose, we make progress toward achieving our vision of putting great care within everyone’s reach.

Commit to Care

In everything we do, care is the fundamental core of our culture. It’s not just what we believe—it’s how we operate. We prioritize the success of our customers, clinicians, patients, and fellow Wheelies by embedding care into our decisions, processes, and actions. Care isn’t passive; it’s the driving force behind the way we serve, support, and deliver impact.

Our Wheelies take pride in being owners. Ownership means taking responsibility for outcomes, being accountable, and knowing when to solve a problem ourselves and when to elevate. We own our work, course-correct when needed, and keep moving forward. By taking initiative and following through, we create a culture of accountability, recognition, and trust.

Grit to Grow

Wheelies are tenacious! We grow and inspire one another by remaining curious and relentlessly pursuing improvement. We embrace challenges as opportunities to learn and innovate, iterating until we find the best solutions. A growth mindset powers our ability to adapt, evolve, and accomplish amazing things.

Accelerate Impact

We relentlessly focus on delivering results that drive the highest value for Wheel. By staying in motion and avoiding stagnation, we fuel continuous innovation that keeps up with the rate of change in our industry. A strong bias toward action drives us to lead the way in transforming healthcare.

Working at Wheel

At Wheel, we believe in supporting our team both in and out of the workplace. Here’s what you can expect when you join us:

  • Comprehensive medical, vision, and dental insurance
  • Flexible PTO, so you can take the time you need
  • Work from home with a flexible remote policy
  • Paid parental leave to support growing families
  • 401(k) with company matching to invest in your future
  • Employee Assistance Program (EAP) services for mental health and well-being

Our commitment to diversity, equity, and inclusion

At Wheel, we know we will go further together by celebrating diversity — and that starts by honoring each of our unique lived experiences.

We look for a diverse pool of applicants including those from historically marginalized groups: women, people with disabilities, people of color, formerly incarcerated people, people who are lesbian, gay, bisexual, transgender, and/or gender non-conforming, first and second-generation immigrants, veterans, and people from different socioeconomic backgrounds.

We are committed to ensuring a safe work environment where employees are not discriminated against based on age, race, ancestry, religion, sex, gender identity, sexual orientation, pregnancy, marital status, physical or mental disability, military or veteran status, national origin, or any other characteristic protected by law.

We are proud to be an equal opportunity employer that believes in health, equity, equality, and prosperity for all so we can succeed in changing the way healthcare works.

Underrepresented minority candidates are encouraged to apply.

Explore opportunities to make an impact at Wheel

Director, Financial Planning & Analysis (FP&A)

Location

Remote, USA

Employment Type

Location Type

Remote

Location: Remote USA, Preferred locations include Bay Area, CA, Austin, TX, and secondary locations are Chicago, IL, Atlanta, GA, Boston, MA, New York City, Denver, CO and Seattle, WA

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.

Salary and Perks

Pay Range: $182,000 - 240,000 base compensation. The role also offers a 10% bonus.

Final offer amounts are determined by multiple factors including, but not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Wheel is unable to consider sponsoring a new qualified applicant for employment authorization for this position. The role will remain open until Dec 31, 2025. Any eligible candidate that meets the essential criteria of the role may apply via the job posting or through Wheel’s career page up until the designated application deadline.

As an employee of Wheel, you’ll enjoy our Total Rewards Program to help secure your financial future and preserve your health and well‑being, including:

Medical, Dental and Vision

Ancillary: Life, Short and Long Term Disability

401K match

Flexible PTO

Stock options

Additional programs and perks

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. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Research shows that underrepresented groups typically apply only if they meet 100% of the criteria listed. At Wheel, we encourage women, people of color, and LGBTQ+ job seekers to apply for positions even if they don’t check every box for the role.

Please be alert to fraudulent job postings, work-at-home scams, and fake recruiter emails from individuals falsely claiming to represent Wheel Health, Inc. To verify the authenticity of open positions, job offers, or individuals claiming to represent Wheel Health, Inc please contact the Wheel Talent Team at .

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