Director, Financial Planning & Analysis (FP&A)

Wellfit Technologies is an all-in-one technology platform for the dental ecosystem, bringing patient financing, dental plans, and payment processing into one integrated system. We sit where healthcare meets payments, and we are scaling fast.

The Role

Reporting to the CFO, you will own the company's operating model, forecast, board and investor materials, and monthly financial performance process.

You will provide analytical support to the executive team and serve as a thought partner for directors across the company as they work through business issues. Your analysis will help shape capital allocation, pricing, product investment, and growth strategy.

This is a hands-on role with room to shape how the company plans and operates. It offers an opportunity for a strong analyst or finance manager ready to own the planning process, or an experienced FP&A leader looking to help build a scaling business.

What You'll Own

Planning and forecasting

• Lead company-level budgeting, forecasting, and scenario planning across products, sales channels, revenue streams, and customer cohorts.
• Own short- and long-range plans and the analysis supporting capital allocation and strategic priorities.
• Build and maintain investor-facing operating models.

Executive and board reporting

• Own board materials and the financial narrative, including historical performance, growth drivers, SaaS metrics, unit economics, and the forward outlook.
• Support capital raising and diligence with private equity and growth investors.
• Run monthly financial performance meetings with the executive team, translating results, forecast changes, variances, and risks into clear decisions and accountable owners.

Cross-functional partnership

• Serve as an analytical resource for executives and directors.
• Partner with finance, accounting, data, product, sales, and operations to improve KPI definitions, reporting quality, and visibility into busin