Financial Analyst

About the role

The Financial Analyst will play a crucial role in supporting strategic planning and operational decision-making. They will assist in preparing financial performance analyses and presentations, build and maintain financial models, and contribute to the annual budgeting process.

Responsibilities

• Aid in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board
• Build and maintain financial models to support financial planning and reporting and provide insights to leadership
• Maintain daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making
• Contribute to the annual budgeting process, including rolling forecasts and long-term financial planning
• Support functional teams in tracking headcount and operating expenses against budgets and forecasts; monitor and help optimize vendor expenses
• Identify, lead, and execute opportunities to improve, automate, standardize financial systems and reporting processes to optimize efficiency

Requirements

• Bachelor's degree in Finance, Accounting, Economics or related major
• 2+ years of Corporate Finance, Accounting, FP&A, Consulting or a related analytical field experience
• Excellent analytical and problem-solving skills
• Advanced Excel and financial modeling skills with demonstrated rigor
• Experience using enterprise planning systems (e.g. Sage Intacct, Netsuite and/or others) and BI tools (Looker and/or SQL)
• Experience in a high-growth environment (startup or fast-scaling business); insurance or fintech experience is a plus
• Collaborate effectively across an organization with excellent communication skills and be comfortable engaging with management across multiple functions
• Thriving in a fast-paced, dynamic environment with multiple priorities whilst having a keen focus on details and a passion for quality
• Ability to recognize and implement process improvements and build scalable solutions
• Highly motivated and natural self-starter, independent thinker, and team player

Qualifications

• Strong sense of ownership
• Excellent communication and collaboration skills
• Dedication to continuous improvement

Skills

• Strong analytical and problem-solving skills
• Advanced Excel and financial modeling skills
• Experience using enterprise planning systems and BI tools
• Experience in a high-growth environment
• Insurance or fintech experience
• Effective communication and collaboration skills
• Continuous improvement mindset

Benefits & Perks

• Competitive Compensation & Stock Option Offering
• Health, Dental, Vision & Disability Coverages
• Sabbatical program for tenured employees
• HSA offering + employer contribution
• Pet reimbursement program
• Unlimited PTO (paid time off) + flexibility to enjoy it
• Paid Parental Leave Program
• Learning & Development Opportunities

Pay

$70,000 - $80,000 per year

Schedule

Remote across the US. Options include working in the Austin office or a hybrid setup.