Own the annual operating plan, quarterly forecasts, monthly performance analysis, and long‑range planning for the Claims Business.
Build and maintain scalable driver‑based models that forecast revenue, margins, cost drivers, and product‑level performance.
Deliver clear and concise variance analysis with actionable commentary for senior leadership.
Serve as strategic finance partner to Product, Sales, and Operations on pricing, profitability, pipeline, and customer economics.
Work closely with global teams in a matrixed environment to align financial insights with business outcomes.
Support BU strategy, pricing evolution, and product expansion through financial modeling and scenario planning.
Maintain a single source of truth for PES financial reporting and KPIs.
Provide monthly P&L reporting and product‑level insights, highlighting key trends and opportunities.
Manage and mentor a Financial Analyst, elevating modeling quality and business support.

Requirements

8+ years of FP&A, corporate finance, or strategic finance experience.
Expert‑level modeling and analytics capabilities.
Demonstrated success implementing FP&A best practices in high‑growth or transforming environments.
Proven business partnering experience with senior leaders and cross‑functional teams.
Experience in SaaS, analytics, or data‑driven businesses preferred.
Strong leadership, communication, and stakeholder management skills.
Experience with planning systems (Oracle/Hyperion) desirable.
MBA, CPA, CFA preferred.

Benefits

Health Insurance
Retirement Plan
Disability benefits
Paid Time Off program
Competitive total rewards package

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelinganalyticsvariance analysisP&L reportingforecastingcost drivers analysisdriver-based modelsscenario planningFP&A best practicespricing strategy

Soft Skills

leadershipcommunicationstakeholder managementbusiness partneringmentoringstrategic thinkingcollaborationanalytical thinkingproblem-solvingactionable commentary

Certifications

MBACPACFA