WINFertility Looking for Sr. Analyst / Manager, Financial Planning & Analysis (Corporate Finance) at Greenwich, CT Full Time

About the Company:

WINFertility is the nation’s leading fertility benefit management company. WIN offers inclusive family-building solutions to employers, health plans and individual patients. From integrated fertility management, including medical treatment, pharmacy and reproductive genetics, to surrogacy and adoption, WIN’s mission is to help build families by providing access to the best doctors, technology and emotional support at the lowest cost. WIN is backed by Moelis Capital Partners/ NexPhase Capital, a $1.2B operationally focused private equity firm.

Summary:

WIN seeks an exceptional senior analyst/manager to join the Finance team, reporting directly to the Chief Financial Officer. This is a unique opportunity to join a 21 year old company with a strong financial position as the achor financial planning and analysis hire. In this role, you will play a key role in helping the company navigate dramatic growth. You will also act as a key partner across the management team and all departments.

Role:

• Partner with and build strong relationships with team members across the organization at all levels; support cross-functionally with problem solving and analysis for department leaders to effectively run their functions
• Execute monthly, quarterly, and annual financial planning, strategy, analysis, and budgeting processes, including business segment and departmental reporting and analysis
• Own, improve, and enhance financial and operational models, reporting, and analysis; example scope includes company forecast model, commission modeling, new client and product introductions, and productivity improvement
• Partner with accounting team members to implement changes to systems and processes, such as expense management and billing automation, accounting system upgrades, and other financial system enhancements
• Analyze complex financial and operating information from a variety of sources to provide accurate and timely recommendations to management for decision making purposes; synthesize data to distill the message and key assumptions into communication appropriate for each stakeholder
• Proactively identify areas for business improvement and produce persuasive, data-driven arguments to support good decisions
• Deliver and craft high-quality presentations for senior executives and investors as well as existing and prospective clients and partners

Qualifications:

• Highly professional, self-motivated individual with a growth mindset and positive attitude
• Empathetic team player, willing to roll-up sleeves and work in a fast-paced and rapidly changing environment
• Excellent analytical, reasoning, communication, and problem solving skills
• 4+ years of Finance related experience in Investment Banking, Private Equity, and/or Financial Planning and Analysis, ideally a combination of at least two
• Bachelor or higher in Engineering, or Math/Physics preferred
• Strong Preference for candidates with healthcare industry experience
• Must have proficiency in developing financial and operating models including three-statement models
• Superior proficiency in Excel and Powerpoint
• Exceptional communication skills and the ability to turn numbers into actionable insights for any stakeholder
• Prefer experience with Quickbooks, Salesforce, Tableau, and SQL

Job Type: Full-time

Pay: From $1.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

COVID-19 considerations:
WINFertility adheres to all COVID-19 CDC Return to Work Guidelines including but not limited to social distancing, face coverings, maintaining daily employee health self-reporting log etc.

Ability to commute/relocate:

• Greenwich, CT: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• What is your Salary Expectation?

Education:

• Bachelor’s (Preferred)

Experience:

• Financial Planning & Analysis: 3 years (Preferred)
• Investment banking: 3 years (Preferred)
• Private equity: 3 years (Preferred)

Work Location: One location