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.
Maintain and enhance internal controls and financial policies to ensure compliance and accuracy.
Mentor analysts; model accountability and high standards.

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.

Senior Finance Manager

Key skills