SolV Independent Insurance Associates

FP&A Analyst

SolV Independent Insurance Associates

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $80,000 - $110,000 per year

About the role

  • Partner with Finance and Revenue teams to support revenue tracking, forecasting, and analysis
  • Ensure contracting process aligns revenue, billing and collections expectations
  • Build and maintain a Vendor Spend Model, incorporating both actuals and forward-looking FP&A assumptions
  • Own and maintain an Allocated P&L, ensuring costs and revenue are appropriately categorized and understood
  • Lead COGS Analysis to improve understanding of unit economics and margin performance
  • Support ad hoc financial analysis for leadership, finance, and cross functional partners
  • Maintain regular "eyes on" product and business performance, identifying trends, risks, and opportunities early
  • Translate financial data into clear insights that help teams understand what's working, what's not and why.
  • Validate that all CRM customers (Salesforce) and contracts are billed (Campfire) accurately and completely
  • Ensure reported MRR aligns with P&L and expected revenue performance
  • Bill Pay + Corporate Card system (Ramp) to Accounting (Campfire)

Requirements

  • 2-4 years of experience in FP&A, finance, accounting, analytics or a related field
  • Highly comfortable in Sheets and new systems
  • Experience working with subscription revenue, MRR, billing systems, or payment platforms (Stripe experience is a plus)
  • Oriented and care deeply about data accuracy and reconciliation
  • Can explain complex financial concepts clearly to non-finance partners
  • Enjoy working cross-functionally and taking ownership of ambiguous problems
  • Proactive -- you don't just report issues, you help solve them
Benefits
  • Medical, Dental, Vision Insurance
  • 401k
  • Paid Parental Leave
  • Monthly Wellness Reimbursement
  • Flexible Time Off
  • Many More!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
FP&Afinancial analysisbilling systemsdata reconciliationCOGS analysisvendor spend modelallocated P&Lsubscription revenueMRRfinancial forecasting
Soft Skills
data accuracycommunicationcross-functional collaborationproblem-solvingproactiveownershipanalytical thinkingtrend identificationinsight translationleadership