Offer summary

Qualifications:

Bachelor’s degree in Finance, Accounting, or a related field, or equivalent professional experience., Over 5 years of experience in financial planning and analysis, preferably in a technical environment or the U.S. healthcare industry., At least 3 years of hands-on experience with financial modeling and advanced data analysis tools., Expert proficiency in Microsoft Excel, including advanced functions like pivot tables and macros..

Key responsabilities:

Analyze and interpret financial data to deliver insights that drive business strategies.

Build and maintain robust financial models to support forecasting, budgeting, and decision-making processes.

Prepare detailed reports and compelling presentations to communicate financial performance and recommendations to leadership.

Collaborate with various departments to align financial goals and identify risks and opportunities.

Job description

This is a remote position.

Location: Remote / (Must work Los Angeles time zone hours)

About Us:
Shapely is transforming the weight loss industry through an innovative, physician-led approach that makes weight loss care affordable for everyone. With evidence-based care, industry-leading support, and a seamless integrated app, we are pioneering a new approach to weight loss that helps patients achieve long-lasting, sustainable results. Join us in shaping a company that is dedicated to improving health and well-being for millions of Americans.

Role Overview:
We’re looking for an experienced Financial Planning and Analysis (FP&A) Specialist who thrives on working with numbers, providing valuable insights, and supporting strategic decision-making. This individual will play a crucial role in analyzing financial data, creating detailed forecasts, and collaborating across teams to ensure the success of our business objectives.

Key Responsibilities:

Analyze and interpret financial data to deliver insights that drive business strategies.
Build and maintain robust financial models to support forecasting, budgeting, and decision-making processes.
Prepare detailed reports and compelling presentations to communicate financial performance and recommendations to leadership.
Collaborate with various departments to align financial goals and identify risks and opportunities.
Improve and streamline financial processes to enhance accuracy and efficiency.
Stay proactive in identifying and addressing potential challenges or gaps in financial reporting.

Requirements

Basic Qualifications:

Bachelor’s degree in Finance, Accounting, or a related field, or equivalent professional experience.
Over 5 years of experience in financial planning and analysis, preferably within a technical environment or the U.S. healthcare industry.
At least 3 years of hands-on experience with financial modeling and using advanced data analysis tools.
Expert proficiency in Microsoft Excel, including advanced functions (e.g., pivot tables, macros, VLOOKUPs, and financial modeling).
Great communication skills and ability to distill complex information into actionable insights.

Preferred Qualifications:

Proficient in financial tools and systems, with a deep understanding of core accounting principles.
Strong ability to manage time effectively, juggle priorities, and meet tight deadlines independently.
Exceptional attention to detail and organizational skills.
Experience in fast-paced, high-growth environments with the ability to adapt to evolving needs.
A proactive, solution-oriented mindset with a commitment to meeting critical deadlines.
Analytical thinker with the ability to question and refine financial models for continuous improvement.