Job Title: Financial Planning & Analysis Manager

Location: Remote US, with preferred locations in the Bay Area, CA, Seattle, WA, Austin, TX, Atlanta, GA, Boston, MA, Chicago, IL and New York.

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 www.wheel.com.

About the Role

As Financial Planning & Analysis (FP&A) Manager at Wheel, you will play a critical role in owning and executing 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 with high-quality insights and analyses.

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, ensuring sound coverage for our clients.

• 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.

Who you are

• 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/Excel proficiency required; Netsuite experience preferred)

• 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; advanced degrees and/or certifications (CPA, CFA) are a plus.

Salary and Perks

Pay Range: $135,000 - 183,000 base compensation.

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 Sep 30, 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

• Parental Leave

• 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.