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WelbeHealth FP&A & Strategy Manager in Helena, Montana

At WelbeHealth, we make the impossible, possible for underserved seniors. We do this through utilizing and developing cutting-edge healthcare and well-being service products especially for seniors and their families. Now is your chance to join our talented team that delivers unparalleled creative healthcare, insurance, social support and more to seniors. We create senior well-being through our courage to love, pioneering spirit and shared intention. These values permeate everything we do. At WelbeHealth, you’ll help inspire that magic by enabling our teams to push the limits of healthcare and well-being experiences and create the never-before-seen!

The FP&A & Strategy Manager is responsible for analyzing key financial statements to forecast the future performance of WelbeHealth. This may include developing and maintaining financial models as well as budgeting and forecasting revenues and expenditures. The FP&A Manager needs to collaborate effectively with colleagues and stakeholders to promote the WelbeHealth values, team culture and mission.

Duties and Responsibilities :

  • Perform financial forecasting activities on a monthly basis.

  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.

  • Work collaboratively with the market teams to provide the operators with key performance metrics as well as key takeaways.

  • Spearhead analyses that can help optimize operations efficacy and create actionable items that influence strategic decisions.

  • Build and support relationships with business stakeholders.

  • Act as a key liaison between the finance department and the markets.

  • Complete all required documentation in a timely and accurate manner.

  • Protect privacy and maintain confidentiality of all company procedures and information about team members, participants, and families.

  • Follow WelbeHealth policies and procedures and participate in any required Quality Improvement activities, staff training and meetings.

  • Communicate regularly with Supervisor and team regarding workload and priorities.

  • Timely completion of all mandated trainings and education.

  • Timely completion of all mandated occupational health screenings as needed.

  • Exercises flexibility in performing assignments as business needs evolve.

  • Other duties as assigned.

Qualifications and Requirements:

  • Bachelor’s Degree in Accounting, Finance, Economics or relevant field.

  • Minimum four years’ experience in finance-related field with a focus on forecasting, budgeting, and analyzing KPIs.

  • Excellent financial analysis and financial modeling skills.

  • Ability to process accurate information in a timely manner.

  • Excellent leadership, organizational and communication skills in settings with seniors, their families and interdisciplinary team members.

  • Experience leading in a data-driven organization, leveraging reports and data to prioritize and manage people and projects.

  • Highly motivated, inspirational leader who is able to innovatively engage, support and remove barriers for the team to ensure the team consistently meet established goals.

  • Excellent organizational and communication skills.

  • Ability to work independently with minimal supervision.

  • Demonstrated ability to prioritize in a fast-paced environment.

  • Experience and competency working with people from diverse backgrounds and cultures.

  • Commitment to unlocking the full potential of our most vulnerable seniors.

COVID-19 Vaccination Policy

At WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all of our employees and proof of vaccination prior to employment is required.

Our Commitment to Diversity, Equity and Inclusion

At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.