---
title: 'Director, Financial Planning & Analysis (FP&A) at Wellfit Technologies'
canonical: 'https://feeny.ai/job/director-financial-planning-analysis-fp-a-wellfit-technologies-irving-xe7f737e3z06'
type: 'job'
last_seen: '2026-09-10'
---

# Director, Financial Planning & Analysis (FP&A) at Wellfit Technologies

- **Company:** Wellfit Technologies
- **Location:** Irving, TX
- **Compensation:** $150k–$200k
- **Work type:** hybrid
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.lever.co/wellfit/7eb4b5b8-1d06-4bae-af00-cde2b6f48dea

## Job description

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 business performance. Corporate development
- Provide financial modeling and diligence support for acquisition opportunities.
- Support integration planning across reporting, operating cadence, and team structure.

## Team collaboration and AI

- Collaborate with finance team members to strengthen forecast discipline and the close-to-report process.
- Use AI and automation in daily work, including variance commentary, reporting, document review, diligence, and research. What You Bring: Required qualifications
- 8+ years in FP&A, corporate finance, transaction advisory, or a combination, with meaningful experience owning a company-level forecast.
- Experience with private-equity or institutionally backed businesses.
- Demonstrated ownership of operating models used by leadership or investors.
- Strong presentation and communication skills, including the ability to explain complex issues clearly to executives.
- Advanced financial modeling skills and fluency with underlying data.
- Comfort working with large, sometimes messy data sets and helping improve data quality.
- Ability to use AI effectively across daily work and deliverables.

## Preferred qualifications

- Experience in SaaS, fintech, payments, healthcare services, or healthcare payments, with familiarity with recurring-revenue metrics.
- CPA, CFA, or MBA.
- Experience supporting a capital raise, private equity diligence process, quality of earnings, or acquisition. Company Perks and Benefits:
- Hybrid working model: 3 days on-site and 2 days remote.
- Medical, dental, and vision coverage.
- Unlimited paid time off with a culture that encourages you to use it.
- 401(k) matching up to 4%. Wellfit Technologies is an equal opportunity employer and evaluates every applicant on merit.

## About Wellfit Technologies

## Company Overview
- **One-liner**: Wellfit Technologies provides an integrated technology platform that simplifies patient financing, dental plans, and payment processing for dental practices.
- **Entity Type**: Private (Funding not publicly disclosed)
- **Headquarters**: Irving, Texas, USA (with an office in Mission Viejo, California)
- **Founded**: 2018
- **Founders**: Not publicly listed; CEO is Fulton Collins

## Core Business
- **Primary Industry**: Healthcare technology / Dental fintech
- **Target Customers**: B2B – dental practices and providers (over 900 practices served)
- **Mission**: “Simplify operations, offer better payment options, and improve case acceptance and profitability for providers.”

## Products & Services
- **Financing Marketplace**: A platform that approves up to 100% of patients for dental treatment financing, integrated directly into practice management systems.
- **Dental Plans**: Customizable patient membership plans to increase case acceptance and recurring revenue.
- **Payment Processing**: Transparent, cost-effective payment solutions that streamline billing and reduce administrative overhead.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Annual revenue of ~$10M (as of 2026); over $2B in payments processed; 355,000+ dental plans sold
- **Notable Investors/Partners**: No public funding rounds listed; key partnerships include integration with major practice management systems.
- **Growth Signals**: Acquired Launch Loyalty in May 2025; 88 employees with monthly headcount growth of +0.8%; 5 active job postings; expanding engineering team (e.g., DevOps, Platform Reliability roles).

## Competitive Advantages
- **Integrated all-in-one platform**: Replaces multiple point solutions with a single system that handles financing, plans, and payments.
- **High approval rates**: Claims to approve up to 100% of patients, removing financial barriers to treatment.
- **Seamless integration**: Works directly with existing practice management software, minimizing disruption for providers.
- **Established traction**: Over 900 practices, $2B+ in payments, and 355,000+ plans sold.

## Strategic Focus
- **Product expansion**: Continued development of the Wellfit Connect platform and integration capabilities.
- **Growth through acquisition**: Recent acquisition of Launch Loyalty signals a strategy to broaden service offerings.
- **Scaling engineering**: Active hiring for senior roles (Software Architect, DevOps, Support Developer) indicates investment in platform reliability and scalability.

## Why Work Here
- **Culture**: Core values include “Be Bold,” “Move Fast,” “Be Passionate,” “Team Collaboration,” “Have Integrity,” “Have Fun.”
- **Work model**: Hybrid – roles in Irving, TX and Mission Viejo, CA; the company offers a remote work program.
- **Engineering culture**: Modern tech stack (Azure, Python, Angular, Flask, Django, Kubernetes, Prometheus, Grafana) and emphasis on reliability and microservices.
- **Perks & development**: Job training and talent development programs; collaborative environment with a focus on impacting patient care.
- **Growth opportunity**: 88 employees (68% in US) with a lean structure; opportunity to shape platform as company scales.

## Sources
1. [wellfit.com - About Us](https://wellfit.com/about-us/)
2. [linkedin.com - Wellfit Technologies](https://linkedin.com/company/wellfit-tech)
3. [builtin.com - Wellfit Technologies Careers](https://builtin.com/company/wellfit-technologies)
4. [jobs.lever.co - Wellfit Careers](https://jobs.lever.co/wellfit)
5. [wellfit.com - Home](https://wellfit.com/home/)

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