Principal Financial Analyst

Beam Benefits

. Own the strategic pricing function end-to-end, including the design and governance of our pricing models, deal-level analysis on our largest and most complex accounts, and pricing strategy in partnership with Revenue leadership .

Posted 4/21/2026full-timeRemote • 🇺🇸 United StatesLead💰 $120,000 - $140,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own the strategic pricing function end-to-end, including the design and governance of our pricing models, deal-level analysis on our largest and most complex accounts, and pricing strategy in partnership with Revenue leadership
Lead long-range planning, annual budgeting, and quarterly reforecasting processes, partnering directly with the CFO, senior leadership, and business unit owners
Serve as the finance lead on our most complex strategic initiatives, including M&A analysis, new product launches, market expansion, and major partnerships, and present recommendations to the executive team and board
Build and maintain our most critical financial and operational models, including unit economics, LTV/CAC, cohort profitability, and capital planning, and set the modeling standards the rest of the FP&A team follows
Deliver executive, board, and investor-ready analyses and narratives that turn complex data into clear recommendations
Mentor and develop analysts across the FP&A team through model review, coaching on analytical approach, and support for professional growth
Partner with Data, Accounting, and Revenue Operations to improve the underlying data infrastructure that FP&A relies on
Identify opportunities to improve the FP&A function itself, including process, tooling, and reporting, and lead those improvements to completion

Requirements

What you’ll need

BA/BS degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field
6+ years of progressive experience in corporate FP&A, management consulting, transaction services, investment banking, or private equity, with senior or lead individual contributor experience preferred
Advanced financial modeling in Excel, including scenario and sensitivity analysis, cohort and unit economics modeling, and large multi-sheet model design
Strong SQL skills and experience working directly with data warehouses
Demonstrated experience presenting to executive leadership, board members, or investors
Proven track record mentoring analysts and leading cross-functional work

Benefits

Comp & perks

Website LinkedIn All Job Openings 201 - 500 employees Founded 2012 ⚕️ Healthcare Insurance ☁️ SaaS 👥 HR Tech 💰 $40M Venture Round - Beam on 2024-10 Healthcare Insurance
SaaS
HR Tech Beam Benefits is a company that simplifies employee benefits by offering modern ancillary insurance plans—primarily dental, vision, life, disability, and supplemental health—built for brokers, employers, members, and providers. They provide digital quoting, self-service portals, enrollment and billing tools, and rapid implementation support, and they partner with traditional underwriters and administrators to market and administer plans. Beam positions itself as a tech-enabled benefits provider that streamlines quoting, enrollment, provider access, and claims support for employer-sponsored plans.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingscenario analysissensitivity analysiscohort economics modelingunit economics modelingExcelSQLdata analysisbudgetingforecasting

Soft Skills

leadershipmentoringcommunicationanalytical thinkingcollaborationstrategic thinkingpresentation skillscoachingproblem-solvingcross-functional leadership