Lead comprehensive budgeting, forecasting, and long-range planning processes, including P&L, cash flow, and balance sheet impacts.
Partner with senior leaders and business owners to align financial plans with strategic priorities and operational drivers.
Design and maintain product
and initiative-level profitability models that provide transparency into cost structures, resource utilization, and margin drivers.
Develop business cases and financial models to evaluate new initiatives, technology investments, and growth opportunities, including ROI, NPV, IRR, and scenario analysis.
Create and refine pricing and revenue models to assess financial impact and profitability.
Establish and lead recurring management reporting routines that provide clear visibility into financial performance, KPIs, and variances versus plan.
Prepare executive
and board-level materials, including quarterly operating and financial performance reviews.
Monitor and analyze operating results against budgets, strategic plans, and targets, recommending corrective actions as needed.
Design and improve financial models, data structures, and reporting frameworks to ensure scalable, system-enabled insights.
Partner with Finance, Product, Technology, and Operations teams to align financial models with underlying operational drivers.
Continuously improve planning, forecasting, and reporting processes to increase efficiency, accuracy, and decision support.
Influence and support leaders across Product, Technology, and Operations through fact-based insights and trusted financial partnership.
Lead and develop team members as applicable, fostering a culture of analytical rigor and business ownership.
Support the company’s commitment to risk management and the integrity and confidentiality of systems and data.
Requirements
Bachelor’s degree in Finance, Accounting, Business, or a related field.
10+ years of progressive experience in FP&A, strategic finance, or financial analysis roles.
Demonstrated experience with budgeting, forecasting, financial modeling, and performance management in complex organizations.
Experience operating in regulated financial services environments.
Strong expertise in profitability analysis, business case development, and investment evaluation (DCF, NPV, IRR).
Advanced financial and business modeling skills; expert proficiency in MS Excel.
Strong understanding of US GAAP and corporate finance principles.
Proven ability to manage multiple priorities, work cross-functionally, and influence at senior leadership levels.
Excellent written, verbal, and presentation skills.
Background and drug screen required.
Benefits
Healthcare Coverage – Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
401(k) Retirement Plan – Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.
Paid Time Off – Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.
12 weeks of Paid Parental Leave
Maven Family Planning – provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.