Prepare monthly and quarterly financial performance analyses and presentations for executives and the Board.
Act as a business partner to functional teams in developing headcount and operating expenses budgets and forecasts; track and optimize vendor expenses.
Monitor financial performance against goals, identifying trends, variances, and risks; conduct in-depth analysis of financial data to support decision-making.
Provide actionable insights and recommendations to the executive team to drive growth and profitability.
Lead the annual budgeting process, including long-term financial planning and forecasting.
Develop and implement financial strategies aligned with the company’s goals and objectives.
Build strong relationships with business managers; become a trusted partner who delivers data-backed insights.
Align stakeholders on assumptions, inputs, and goals; ensure forecasting processes remain coordinated and credible.
Maintain and enhance internal controls and financial policies to ensure compliance and accuracy.
Drive improvements in financial systems, tools, and processes to optimize efficiency.
Support future financial system/process enhancements as the company scales.
Mentor analysts; model accountability and high standards. Foster a culture of accountability, transparency, and financial discipline.
Ensure team quality through review mechanisms, continuous learning, and clear ownership.
Adapt to shifting priorities and help others navigate change; remain solutions-oriented, collaborative, curious, and fast-moving.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
5+ years of progressive experience in Corporate Finance, FP&A, Investment Banking, Consulting, or Accounting; experience owning models and deliverables end-to-end.
Advanced Excel and financial modeling skills with demonstrated rigor.
Strong knowledge of GAAP and understanding of financial statements and drivers and comfort reconciling to source systems.
Experience in a high-growth environment (startup or fast-scaling business); insurance/fintech a plus.
Familiarity with ERPs and reporting systems (e.g., Sage/other ERP), BI tools (Looker), and/or SQL.

Benefits

Competitive Compensation & Stock Option Offering
Health, Dental, Vision & Disability Coverages
HSA offering + employer contribution
401k plan + employer match
Unlimited PTO (paid time off)+ the flexibility to enjoy it
Paid Parental Leave Program
Wellness perk ($100/month)
Pet Adoption Reimbursement ($300/year)
Learning & Development Opportunities
Join a team that truly lives their values (outside of the office. Cliche, we know… but we really mean it)

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial performance analysisbudgetingforecastingfinancial modelingGAAPfinancial statementsdata analysisvendor expense trackinginternal controlsfinancial strategy development

Soft Skills

relationship buildingstakeholder alignmentmentoringaccountabilitytransparencycollaborationadaptabilitysolutions-orientedcuriosityleadership

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBACPA