Teams at Wellthy

Own ongoing financial reporting and monthly leadership decks, perform ROI and margin analyses, track department-level KPIs, maintain BI and Salesforce data, partner with Data for pipelines, support ad hoc financial requests, and apply AI/automation to improve reporting accuracy and speed.

Lead end-to-end implementation for complex enterprise accounts, build scalable implementation processes, manage a small implementation team, ensure documentation and quality, resolve technical and onboarding issues, set performance targets, and partner cross-functionally to meet launch timelines and client satisfaction goals.

Build and maintain reports, dashboards, and visualizations; analyze data to provide actionable insights; support ad hoc requests; ensure data quality with engineers; document processes; integrate AI tools to streamline cleaning, analysis, and documentation; collaborate with stakeholders to track outcome-based metrics.