Sr. Financial Analyst
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Financial Analyst based in the United States.
The Senior Financial Analyst will serve as a strategic finance partner, supporting business leaders with financial insights that drive smarter decisions and sustainable growth. This role combines financial planning, forecasting, reporting, and investment analysis with close collaboration across product, engineering, business development, and analytics teams. The successful candidate will transform complex financial and operational data into clear recommendations that guide resource allocation and business priorities. This is a highly visible opportunity for a finance professional who enjoys solving complex problems, influencing stakeholders, and improving decision-making processes. You will contribute to annual planning, performance management, and strategic initiatives while helping strengthen financial discipline across the organization. The ideal candidate is analytical, collaborative, and comfortable operating in a fast-moving technology-driven environment.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Financial Analyst based in the United States.
The Senior Financial Analyst will serve as a strategic finance partner, supporting business leaders with financial insights that drive smarter decisions and sustainable growth. This role combines financial planning, forecasting, reporting, and investment analysis with close collaboration across product, engineering, business development, and analytics teams. The successful candidate will transform complex financial and operational data into clear recommendations that guide resource allocation and business priorities. This is a highly visible opportunity for a finance professional who enjoys solving complex problems, influencing stakeholders, and improving decision-making processes. You will contribute to annual planning, performance management, and strategic initiatives while helping strengthen financial discipline across the organization. The ideal candidate is analytical, collaborative, and comfortable operating in a fast-moving technology-driven environment.
Accountabilities:
- Serve as a dedicated FP&A partner for leaders across product, engineering, business development, analytics, and other strategic teams by providing financial guidance and decision support.
- Lead budgeting, forecasting, reporting, and variance analysis activities to ensure stakeholders have visibility into financial performance, risks, opportunities, and business drivers.
- Translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
- Manage acquisition spend analysis, including monitoring spend performance, evaluating investment effectiveness, and supporting analysis of customer acquisition efficiency and unit economics.
- Build and maintain financial models supporting forecasting, headcount planning, vendor evaluations, investment decisions, and strategic initiatives.
- Support the optimization and governance of enterprise performance management tools and financial planning processes.
- Deliver executive-ready reporting and insights that explain financial results, highlight trends, and recommend actions.
- Analyze strategic initiatives, business tradeoffs, growth opportunities, and operational improvements to support informed decision-making.
- Improve FP&A processes, reporting tools, and planning methodologies to increase accuracy, efficiency, and business impact.
- Collaborate cross-functionally to evaluate investments and ensure alignment between financial outcomes and company priorities.
- 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance role.
- Bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative discipline.
- Strong understanding of FP&A processes, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation.
- Experience developing financial models and analyzing business performance metrics.
- Experience with enterprise performance management software; familiarity with Anaplan is strongly preferred.
- Advanced proficiency with Microsoft Office and Google Workspace tools.
- Experience partnering with cross-functional teams such as Product, Engineering, Business Development, Growth, Marketing, or Data Science.
- Experience in property and casualty insurance is strongly preferred.
- Familiarity with acquisition spend analysis, LTV/CAC metrics, growth investments, or marketing efficiency analysis.
- Strong communication and stakeholder management skills with the ability to influence senior leaders.
- High attention to detail, ownership mindset, curiosity, and a continuous improvement approach.
- Ability to navigate ambiguity, evaluate tradeoffs, and provide recommendations in a rapidly evolving environment.
- Competitive salary range of $106,700 - $133,400 USD.
- Eligibility for competitive bonus opportunities and equity offerings.
- Flexible remote work model allowing employees to work from the location that best supports their productivity within the United States.
- Opportunity to contribute to innovative technology solutions transforming the insurance industry.
- Collaborative environment with exposure to cross-functional business leaders and strategic initiatives.
- Supportive workplace focused on growth, ownership, and continuous improvement.
- Comprehensive employee benefits and programs designed to support overall wellbeing.
The Senior Financial Analyst will support financial strategy and operational decision-making by providing accurate analysis, actionable insights, and strong partnership across key business functions.
Requirements:
The ideal candidate is a finance professional with strong analytical capabilities, business judgment, and experience partnering with cross-functional leaders. You bring expertise in FP&A, financial modeling, and strategic analysis, with the ability to communicate complex insights clearly.