Strong fit for candidates with 5+ years in FP&A or corporate finance who thrive in a fast-paced, high-growth healthcare environment and can translate complex data into strategic insights.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from ReviveRX and Ways2Well via Lever
Ways2Well is redefining the future of healthcare. As a leader in regenerative and preventive medicine, we empower patients to take control of their health through data-driven, personalized care. We’re breaking away from outdated models—leveraging cutting-edge technology, digital care platforms, and bold thinking to deliver high-impact healthcare at scale.
Position Summary
The FP&A Senior Analyst plays a critical role in shaping Ways2Well's financial planning, forecasting, and strategic decision-making. This position owns the development and maintenance of financial models supporting budgeting, rolling forecasts, and long-range planning, while delivering clear, actionable analysis that helps leadership understand business performance and make informed decisions. The ideal candidate combines strong analytical rigor with the communication skills to translate complex financial data into insights that resonate with both finance and non-finance stakeholders. This role is well suited to a senior-level analyst who is comfortable owning end-to-end financial models, partnering directly with department leaders, and thriving in a fast-paced, high-growth healthcare environment where the numbers genuinely inform strategy.
Location: Houston, TX (hybrid)
Key Responsibilities
Build, maintain, and continuously improve financial models supporting budgeting, forecasting, and long-range strategic planning
Lead the annual budgeting process and manage rolling forecasts in partnership with department and business unit leaders
Perform variance analysis comparing actual results to budget and forecast, identifying key drivers and communicating findings to stakeholders
Partner with department leaders across Operations, Clinical, Marketing, and Product to support budget planning, cost management, and strategic initiatives
Prepare monthly and quarterly financial reporting packages, including board- and leadership-level presentations and KPI dashboards
Conduct ad hoc financial analysis to support strategic initiatives, new product launches, market expansion, and business case development
Support month-end close activities, including variance commentary, accruals review, and coordination with Accounting on financial reporting accuracy
Analyze key business metrics, including revenue, margin, customer acquisition cost, and lifetime value, to identify trends and opportunities for improvement
Support capital planning, headcount planning, and scenario modeling to evaluate the financial impact of strategic decisions
Identify and lead process improvement initiatives to increase the efficiency, accuracy, and scalability of FP&A tools, models, and reporting
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
5+ years of experience in FP&A, corporate finance, investment banking, or a related analytical finance role
Advanced proficiency in Excel, including complex financial modeling, scenario analysis, and large dataset management
Experience with ERP and/or financial planning systems (e.g., NetSuite, Adaptive Insights, Anaplan, or similar platforms)
Strong analytical and problem-solving skills, with the ability to translate complex financial data into clear, actionable insights
Excellent verbal and written communication skills, with experience presenting financial analysis to leadership or cross-functional stakeholders
Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment
Demonstrated ability to work independently and collaboratively across finance and non-finance teams
Preferred Qualifications
MBA, CFA, or other advanced financial credential
Experience in the healthcare, telehealth, or wellness industry
Experience operating in a high-growth, multi-entity, or private equity-backed environment
Experience with BI/data visualization tools (e.g., Power BI, Tableau)
Working knowledge of SQL or other data querying tools
Work Environment & Physical Requirements
This role operates in a professional office or home office environment, with regular use of computer systems, financial modeling tools, and reporting platforms throughout the workday
Regularly required to sit for extended periods while using a computer, keyboard, and mouse to build models, analyze data, and prepare reports
Must be able to concentrate for extended periods while managing complex financial models and analysis, particularly during budgeting, forecasting, and month-end close cycles
Specific vision abilities required include close vision and the ability to adjust focus for extended periods of screen-based work, including reviewing detailed financial data and reports
Must be able to communicate clearly and effectively via phone, video conference, and email with leadership, department heads, and cross-functional stakeholders, including the ability to present financial analysis clearly to both finance and non-finance audiences
May experience increased workload and deadline pressure during budgeting season, month-end/quarter-end close, and board reporting cycles, requiring adaptability and sustained attention to detail
Fast-paced, evolving environment requiring strong prioritization skills and the ability to manage multiple concurrent deadlines
Featured Benefits
Competitive salary
Comprehensive health, dental, and vision insurance
401k with employer match
Paid Time Off
Employee Perks & Discounts
#Ways2Well
Why Join Ways2Well?The best work happens when purpose meets potential. At Ways2Well, you'll work with a passionate, driven team that's redefining what personalized health and wellness can be — with the resources, leadership, and culture to back it up. We offer competitive compensation, strong benefits, and real room to grow, lead, and make your mark.
Equal Employment Opportunity (EEO) and Affirmative Action Commitment Ways2Well is committed to providing equal employment opportunities and render affirmative action to all employees and applicants for employment, including individuals who are members of underrepresented groups, without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or any other status protected by applicable federal, state, or local laws.
Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.