If you or a loved one has ever experienced a major medical event, you know how overwhelming it is to process the flood of information that follows—whether it’s hastily delivered guidance from your doctor, or a pile of paperwork on managing your recovery. And once you get home, it can feel impossible to know where to start, or how to stay on track to reach your health goals.

At Wellframe, we’re helping healthcare organizations fill this gap, so people can get the holistic resources and support they need to feel their best, outside traditional care delivery settings. Through our patented platform, Wellframe translates evidence-based, peer-reviewed guidelines and literature into an interactive daily checklist delivered to patients through the Wellframe mobile app. As patients engage with the Wellframe app, their data is shared in real time with their care team through the care team dashboard, which utilizes advanced algorithms to generate early intervention alerts. With secure two-way messaging, Wellframe facilitates long-term, trusted relationships between patients and care teams.

Role Overview

We are seeking a hands-on Sr. Director of Finance reporting to the CFO, who will play an instrumental role in the future growth and scaling of our business. The Sr. Director, Finance will serve as a key advisor to the senior leadership team and will have the opportunity to liaise with our Board of Directors and investors. The ideal candidate will be an operational partner to our business areas, and will lead the budgeting, forecasting and financial reporting process. He/she will be responsible for oversight of the company’s accounting processes, while implementing best-in-class financial planning and reporting to support the continued growth and expansion of Wellframe.

 Areas of Responsibility:

Financial Planning and Analysis (50%):

• Develop financial scenario models in partnership with functional leaders
• Lead the company’s annual budget and planning process. Establish tools and timelines to ensure budgets are accurate, comprehensive and completed on time
• Support leadership in managing the fiscal discipline of their functions, as a strategic business partner providing insights and evolving financial reporting and analysis
• Maintain short and long term forecasts of total company financials through ongoing collaboration with functional leaders and the business operations team
• Become a trusted resource and financial perspective to others for ad hoc issues

Strategic Planning and Business Objectives (30%)

• Contribute to long-term strategic business planning discussions, as well as meaningful capital allocation and fundraising decisions
• Prepare executive presentations, including financial reporting, comprehensive business analyses and recommendations for the Board and external stakeholders
• Identify business drivers to link financial plans to growth and strategic objectives
• Work with the senior leadership team to measure and optimize the financial and operational performance of the company through management of key metrics
• Analyze customer contracts and terms to identify opportunities for improved revenue recognition, cost efficiencies and increased margin

Reporting & Accounting Oversight (20%):

• Build a best in class finance and accounting organization, including development and mentoring of direct reports in a fast paced, player/coach setting
• Provide management and oversight of financial and accounting close activities, and develop strategy for identifying areas for future improvements and efficiencies
• Lead the process to prepare and/or update the financial and accounting policies and controls as needed, and assist in the application and adherence to the policies
• Manage relationships with professional service partners, such as external auditors and tax advisors, to ensure best terms of service, cost and results

Education, Experience, & Skills Required:

• 10+ years of progressive corporate finance or FP&A roles
• Bachelor’s degree in Finance, Economics, Accounting or related, CPA, CMA or MBA a plus
• Demonstrated experience in managing budgets and proven resource management skills
• Deep experience in forecasting and long-range planning within an evolving organization
• Knowledge of accounting operations in small-to-medium sized high-growth businesses; NetSuite or audit experience a plus

Behaviors & Abilities Required:

• Ability to influence at the executive level as demonstrated through fact-based analysis, clear communication and interpersonal skills 
• Hands-on approach, willingness to be tenacious, dive into details to help support and improve planning process
• Resourceful and nimble, able to collaborate cross-functionally in a team-oriented environment 
• Ability to maintain confidential information
• Experience leading, motivating and growing teams
• Excellent analytical, reasoning and problem-solving skills

Wellframe, Inc. is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status or any other characteristic protected by local, state, or federal laws, rules, or regulations.