Our Story

THE WELL is your complete ecosystem for wellness. We bring together Western doctors and Eastern healers to collaborate and create best-in-class healing spaces, innovative products and educational programs that empower you to take greater agency for your health. At THE WELL, your health is integrated, proactive and personalized.

 

The Opportunity

We are seeking an experienced and passionate Financial Analyst/Associate to support our venture backed wellness model as we grow, launch new lines of business, and prepare for our next equity round. The ideal candidate MUST have previous investment banking or consulting experience with a top-tier firm.

 

As the sole Financial Analyst/Associate, you will be working at our headquarters in Manhattan (remote until further notice), reporting directly to our Head of Finance, playing a key supporting role in budgeting, planning, reporting, and materials for our investor relations efforts. This is a highly visible role in which you will work across the entire organization and each department. This role will continuously evolve as our business needs change, and as we tackle new projects – you will be encouraged and expected to continuously learn and expand your functional expertise.

 

The Person We Need

  • Lead monthly review process for budget vs. actual tracking by department and business segment

  • Translate financial performance, metrics, and progress into clear insights and actionable takeaways 

  • Assist in the preparation of monthly and quarterly financial reviews for management

  • Play a key supporting role in the annual budgeting process

  • Partner with key business areas to perform strategic analysis and modeling to help inform department specific spending decisions and resource needs

  • Prepare and deliver daily, weekly and monthly management reports to key internal and external constituents

  • Manage key operating metrics used to drive the business to greater efficiency

  • Assist in the upgrade of reporting standards through the pursuit of continuous process improvement and liaison with the various business departments and accounting

  • Assist in the preparation of financial materials for Board of Directors and investor meetings

  • Model out cash flow implications of new business opportunities in Excel

  • Additional ad-hoc analytical research projects to support company growth

 

Key Traits

  • At least 2-3 years of finance and strategic analysis experience in bulge bracket investment banking or top-tier consulting firm required

  • Requiredhigh proficiency in financial analysis and model building (from scratch)

  • Bachelor's Degree in Business, Finance, or Economics preferred with top GPA

  • Entrepreneurial drive, excellent communication and interpersonal skills with demonstrated ability to work in a dynamic environment

  • Function effectively in an especially fast-paced start-up operating environment, managing time effectively to address high priority items in a timely manner

  • Rigorous attention to detail on all deliverables from simple internal emails to deck materials is paramount

  • Strong PowerPoint and Excel proficiency is critical for this position 

  • Highly motivated self-starters strongly encouraged to apply

 

Benefits/ Perks

  • Comprehensive benefits package

  • Paid time off

  • Commuter benefits

  • Club use, perks and discounts

  • Wellness perks & service discounts

  • Professional Development Workshops

  • Paid Maternity & Paternity leave