Financial Analyst

Company Description At Amwell, we’re transforming healthcare for all—powered by technology and inspired by people. Here, your ideas don’t just matter—they drive real change, improving lives on a global scale. We marry technology and innovation with clinical excellence to provide trusted solutions that solve the healthcare industry’s biggest pain points and are on a mission to enable greater access to more convenient, affordable, and effective care. We do this through our technology-enabled care platform that is designed to help our clients achieve their digital care ambitions – today and in the future. We offer programs spanning the full care continuum , including urgent, acute and specialty care, behavioral health, and services for the treatment of chronic conditions such as heart and cardiometabolic diseases. Programs are powered by Amwell as well as our growing partner network. For almost two decades, Amwell has proudly served some of the largest and most sophisticated healthcare organizations in the U.S. and worldwide. Our team is passionate about technology’s role in transforming care delivery and making it more equitable, accessible, efficient, cost-effective and navigable for all. Brief Overview Amwell is seeking a highly analytical Financial Analyst to join our FP&A team to serve as the primary finance partner supporting our Sales & Marketing organization. Reporting to the Director, FP&A, you will provide important support of our monthly financial reporting, KPI metric tracking & annual budget process. This role will maintain financial models, analyze business performance, identify trends and risks, and provide recommendations to support business objectives. Core Responsibilities Support the Sales & Marketing organization, partnering with key business stakeholders across our customer acquisition & retention teams. Analyze data, and provide monthly variance support, to help drive actionable insights within the Sales & Marketing organization Build and maintain dynamic financial models to inform ongoing forecasts, budgeting & planning cycles, and business decision making. Prepare Sales centric KPIs (e.g. ARR, retention, churn, etc.) to monitor business health & give insight to Sales leaders on monthly & quarterly performance. Support the revenue planning process by maintaining SaaS revenue forecasting model, highlighting insights, trends & outlier data variances Partner with FP&A teammates to provide analytical support for consolidated models for your areas of the organization. Qualifications Minimum 1-3 years of work experience in a Financial Analyst or FP&A role Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA preferred) Strong financial modeling and forecasting skills Understanding of Growth concepts such as ARR, retention, churn, CAC, LTV, LTV:CAC, etc. Proficiency in Excel and PowerPoint Strong communication, ability to self-start, and cross-functional team building skills Strong time-management and interpersonal skills, flexibility, and multitasking ability Experience in data visualization tools (e.g., Power BI) preferred Experience with NetSuite ERP and Workday Adaptive Planning preferred Do Well. Live Well. At Amwell. Driven by our mission and values, we foster a workplace where Delivering Awesome, being Customer First and operating as One Team aren’t just aspirations – they are how we work, every day. Our people are our greatest asset. We strive to empower their growth and development not only as Amwellians but as individuals, through generous total rewards packages, a virtual-first work environment, work-life flexibility, including Summer Fridays and designated Mental Health Days, as well as opportunities to stretch and learn – to name a few. It’s our people who truly differentiate us. Ask anyone and they’ll tell you – you’ll never work with more passionate, more driven and more caring team members. We champion a culture of respect and inclusion, accountability and integri…