Financial Planning & Analysis (FP&A) Manager

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.