Director, Financial Planning and Analysis at WellRight

You're a finance leader with over 7 years of experience, including 3-5 years in FP&A leadership, and a strong background in SaaS. A BS/BA in a business-related

Work type: remote

Location: Remote (United States)

Salary: $135,000 – $165,000/yr

Type: Full-time

Summary

You're a finance leader with over 7 years of experience, including 3-5 years in FP&A leadership, and a strong background in SaaS. A BS/BA in a business-related field is preferred. **What makes it worth a look...** WellRight is offering a fully remote Director, Financial Planning and Analysis role in the United States with a competitive salary of USD 135,000 - 165,000 per year. They also offer unlimited PTO, a 401(k) match, and generous parental leave. **You might be a good fit if you...** * Have strong financial modeling skills in Excel or Google Sheets. * Are experienced with SaaS metrics like ARR, churn, and CAC. * Possess a solid understanding of accounting principles. * Can translate complex financial data into clear insights for leadership.

Job Description

COMPANY OVERVIEW:

WellRight is a corporate wellness leader delivering customizable and complete wellness programs, used by organizations to improve the health and well-being of their employees and clients. Our mission is to help people live their best lives with industry-leading technology through personalized, holistic well-being. What sets us apart is our dedication to tailoring solutions to the unique needs of each customer we serve.

At WellRight, we embrace and celebrate diversity in all its forms. We are united by a common purpose: to create a meaningful impact through well-being programs that engage and inspire participants while delivering tangible results. Our goal is to foster well-being in the workplace with a versatile and empowering solution, allowing each individual to embark on their own well-being journey. We invite you to explore how you might contribute to our mission.

JOB SUMMARY:

This is not a “reporting-only” FP&A role. You will be the CFO’s right hand—owning the financial narrative of the business, helping leadership make decisions and ensuring we focus on what actually matters.

We’re looking for someone who is:

• Strategic: Asks why before building another model


• Collaborative: Works seamlessly across teams (especially Sales, Customer Success, Accounting and Leadership)


• Ownership-driven: Operates independently and follows through


• Accurate: Gets the details right without losing the big picture

What Success Looks Like:

• Forecasts are reliable, explainable, and continuously improving


• Leadership uses your insights to make decisions


• Cross-functional partners trust and enjoy working with you


• Proactively identify issues


• Reporting is clear, concise and actually used

• Serve as a strategic partner to the CFO and leadership team on planning, performance, and decision-making


• Own the financial model and forecasting process; continuously improving it


• Lead the annual budgeting process and ongoing re-forecasting cycles


• Deliver clear, actionable reporting (KPIs, dashboards, board materials)


• Partner with Sales and leadership on pricing, deal support, and growth strategy


• Identify trends, risks, and opportunities—and communicate insights clearly (not just data)


• Collaborate closely with the Finance and Accounting Team to ensure alignment between actuals and forecasts


• Support fundraising, investor communications, and strategic initiatives (including M&A if applicable)


• Assist in additional debt and equity financings as well as audits


• Improve processes, tools, and outputs across FP&A

• 7+ years of experience in FP&A, corporate finance, or similar (SaaS experience strongly preferred)


• 3-5 years leading FP&A


• Strong financial modeling skills (Excel / Google Sheets)


• Experience with SaaS metrics (ARR, churn, CAC, etc.)


• Maintains the highest standard of financial accuracy and reliability


• Solid understanding of accounting principles and how financials flow


• Ability to balance detail and strategy—you know when to go deep and when to move on


• Excellent communication skills—able to translate numbers into insights


• Demonstrates strong accountability and ownership of financial outcomes.


• Operates with independence and accountability in a fully remote, results-focused organization


• BS/BA degree preferably in Business, Finance, Accounting, Economics or related field, MBA preferred.

• Experience with tools like Intacct, CRM systems, or FP&A platforms


• Exposure to fundraising, investor reporting, or M&A

WellRight is based in Chicago with a remote team distributed across the country.

We are dedicated to building a diverse, equitable, and inclusive workplace. People of all backgrounds, experiences, abilities, and perspectives are welcome here. We are an equal opportunity employer and encourage applicants from all backgrounds to apply.

We value every WellRight team member’s unique talents, contributions, and viewpoints. If you’re passionate about technology and wellness, we encourage you to apply even if you don't meet every listed requirement. You never know what opportunities might arise in the future!

COMPENSATION & BENEFITS:

• Competitive Salaries


• - We ensure fair and competitive compensation for your skills and contributions.

• Unlimited PTO + 11 Company Paid Holidays


• - We believe in mutual trust between employer and employee. Employees are encouraged to take time off to maintain a healthy work-life balance.

• VTO (Volunteer Time Off)


• - As part of our WellRight Gives Back program, employees may participate in scheduled volunteer opportunities or on their own time, at a minimum of 3 hours per quarter.

• Flexible work schedule


• - We support a high level of autonomy and responsibility, believing that flexibility and asynchronous work lead to the best outcomes.

• Whole Wellness


• - We offer affordable health, dental, and vision options.


• Long-term and short-term disability insurance is fully covered by WellRight, along with additional voluntary benefits such as supplemental life insurance, transit benefits, legal services, identity protection, and pre-tax savings accounts.


• We pride ourselves on reducing your healthcare burdens by offering a robust variety of benefits plan options designed to support diverse individual needs.

• 401(k) program matching


• - 100% with Company contribution of up to 4%. All matches are immediately vested.


• We’re dedicated to supporting your financial future.

• Pet Wellness


• - We offer access to a comprehensive pet wellness plan that reimburses employees for preventive and routine pet care. At WellRight, we believe pets are an extension of the family, and we provide resources to help you better support and care for your furry friends.

• Paid Pregnancy Medical Leave & Paid Parental Leave


• - We offer up to 12 weeks of paid medical leave for pregnancy and up to 6 weeks of paid parental leave for spouses, adoption, or foster care placement.


• Families come in many forms, and we believe in supporting working parents with appropriate leave.

• At-home internet stipend


• - In our primarily remote work environment, we want to ensure you have the tools and environment needed for success.

• Immediate access to a Udemy Business license


• - As we grow, your professional development is vital to our collective success. Udemy offers our employees unlimited access to online learning resources.

• Rewards and incentives for participation in our WellRight Wellness Program


• - We prioritize your well-being with unlimited monetary incentives through our WellRight Wellness Platform and a $125 Annual Fitness Tracking Equipment Allowance.

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