Sr. Financial Analyst

About the role

The Sr. Financial Analyst in Financial Planning & Analysis will serve as a strategic finance partner to leaders across the Product Delivery Organization. This individual will support financial planning, forecasting, reporting, and investment evaluations, while serving as a trusted advisor to cross-functional leaders.

Responsibilities

• Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making.
• Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers.
• Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
• Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness.
• Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning.
• Support the governance and enhancement of the FP&A teams Enterprise Performance Management tool (Anaplan).
• Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps.
• Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, with a focus on financial impact, scalability, and alignment to company priorities.
• Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement opportunities across the Product Delivery organization.
• Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations with clarity and precision.
• Help improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness.

Requirements

• 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function.
• A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
• Experience in P&C insurance strongly preferred.
• Experience in support of Engineering, Business Development, and Marketing organizations preferred.
• Advanced Microsoft Office and Google Workspace skills required.
• Experience with Enterprise Performance Management software required.
• Experience with Anaplan strongly preferred.
• Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams.
• Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation.
• Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics.
• Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations.
• Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders.
• High attention to detail, strong ownership mindset, intellectual curiosity, and a continuous improvement orientation.

What You Will Need To Succeed

• 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function.
• A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
• Experience in P&C insurance strongly preferred.
• Experience in support of Engineering, Business Development, and Marketing organizations preferred.
• Advanced Microsoft Office and Google Workspace skills required.
• Experience with Enterprise Performance Management software required.
• Experience with Anaplan strongly preferred.
• Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams.
• Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation.
• Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics.
• Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations.
• Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders.
• High attention to detail, strong ownership mindset, intellectual curiosity, and a continuous improvement orientation.