Role overview

Manager, FP&A

HEALWELL AI is a healthcare technology company focused on AI and data science for preventative care. The company’s mission is to improve healthcare and save lives through early identification and detection of disease. As a physician led organization with a proven management team of experienced executives, HEALWELL AI is executing a strategy centered around developing and acquiring technology and clinical sciences capabilities that complement the company’s roadmap.

Position Overview

Reporting directly to the Director, FP&A the Manager, FP&A will drive financial planning, analysis, and strategic decision-making across the organization and its business units. This is an exciting opportunity for a highly analytical and strategic finance professional passionate about leveraging technology to enhance financial decision-making in a fast-paced, high-growth environment.

Key Responsibilities

Lead monthly forecasting and long-term projections to align with business strategy of the organization
Develop, maintain, and enhance complex financial models (QBR) to support business decision-making and scenario analysis
Prepare and present monthly, quarterly, and annual financial reports, including variance analysis and management reporting
Identify and monitor key financial performance metrics (KPIs) to drive business growth.
Collaborate cross-functionally with department heads and business unit leaders to review financial results, forecasts, and develop action plans
Collaborate with the accounting team and business unit operations personnel during month-end close, summarizing performance and providing insights for future forecasts.
Oversee and improve financial processes, systems, and reporting capabilities to drive efficiency and accuracy

Professional Qualifications

5–7 years of financial leadership experience, ideally in high-growth software, technology, or healthcare companies.
Bachelor’s degree in finance, business, or a related field; CPA or MBA preferred.
Strong knowledge of IFRS/GAAP; public company or IPO experience is an asset.
Expertise in financial modeling and M&A support, with experience integrating acquired businesses.
Experience working in a multi-business unit environment and partnering with cross-functional teams.
Ability to thrive in a fast-paced, high-growth environment.
Highly organized, detail-oriented, and capable of managing multiple priorities.
Excellent communication skills; able to simplify complex financial data for various stakeholders.
Strong leadership and mentorship capabilities.

Personal Characteristics

Integrity & Trustworthiness
Strategic Thinking
Collaborative & Consultative
Proactive & Hands-On
Resilient & Adaptable