Senior Financial Analyst

Root Inc.

Senior Financial Analyst in Financial Planning & Analysis at Root Insurance, supporting strategic finance and financial planning across various departments. A key role in driving financial outcomes through analysis and stakeholder management.

Posted 7/15/2026full-timeRemote • Ohio • 🇺🇸 United StatesSenior💰 $106,700 - $133,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively partnering with cross-functional leaders to drive strategic financial decisions. Proficient in utilizing Enterprise Performance Management tools like Anaplan to enhance financial reporting and operational insights.

Highest-signal resume keywords

Financial Planning And AnalysisEnterprise Performance ManagementAnaplanBudgeting And ForecastingStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingVariance AnalysisInvestment EvaluationData AnalyticsBudgetingForecastingAcquisition Spend AnalysisHeadcount PlanningLTV/CAC AnalysisUnit Economics

Soft Skills

Excellent CommunicationStakeholder ManagementStrong Business JudgmentAttention To DetailIntellectual Curiosity

Tools & Technologies

Microsoft OfficeGoogle WorkspaceAnaplan

Industry Keywords

FP&ACorporate FinanceStrategic FinanceInvestment BankingP&C Insurance

About the role

Key responsibilities & impact

Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making.
Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers.
Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness.
Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning.
Support the governance and enhancement of the FP&A teams Enterprise Performance Management tool (Anaplan)
Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps.
Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, with a focus on financial impact, scalability, and alignment to company priorities.
Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement opportunities across the Product Delivery organization.
Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations with clarity and precision.
Help improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness.

Requirements

What you’ll need

4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function.
A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
Experience in P&C insurance strongly preferred
Experience in support of Engineering, Business Development, and Marketing organizations preferred.
Advanced Microsoft Office and Google Workspace skills required
Experience with Enterprise Performance Management software required.
Experience with Anaplan strongly preferred
Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams.
Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation.
Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics.
Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations.
Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders.
High attention to detail, strong ownership mindset, intellectual curiosity, and a continuous improvement orientation.

Benefits

Comp & perks

Eligible for Competitive Bonus & Equity Offering
Support for working in whatever location works best for you across the US