Overview
A leading life insurance technology company is seeking a Corporate Finance & FP&A professional to join their team. This role involves defining the company’s financial plan and providing financial and operational decision support to cross-functional partners. The position offers high visibility with the executive team and requires solving complex challenges in a fast-paced, analytically rigorous, and impact-oriented environment.
Responsibilities
- Build and scale the corporate finance function by implementing new processes and improving financial controls to support business complexity
- Own and drive financial planning and budgeting processes, influencing resource allocation and company growth trajectory
- Develop and monitor key financial performance metrics; manage corporate reporting to the Board of Directors and Executive Team, including KPI tracking and budget variance analysis
- Contribute to the design and implementation of accounting and planning tools such as NetSuite, Anaplan, or Adaptive
- Lead strategic and operational initiatives, delivering business analytics and insights related to unit economics, customer acquisition, operations, business expansion, and new opportunities
- Play a key role in capital raise activities and engagement with investors and lenders
- Use data-driven analysis to support leadership in evaluating strategic initiatives
Requirements
- Minimum 6 years of relevant experience in Corporate Finance, FP&A, or Strategic Finance, including at least 2 years at publicly traded or late-stage pre-IPO companies
- Experience in investment banking and/or private equity or growth equity is a plus
- Advanced Excel skills with extensive experience in financial modeling and quantitative analysis
- Expertise in building processes within enterprise financial planning systems (e.g., Adaptive, Anaplan)
- Proven ability to manage multiple projects and meet deadlines independently
- Excellent communication skills and ability to collaborate cross-functionally
- Exceptional attention to detail
- Strong understanding of valuation methods and GAAP
- SQL knowledge is a plus
Compensation & Benefits
- US national base salary range: $109,000 - $192,000 (base salary only; excludes bonus, equity, and benefits)
- Salary is determined by role, level, location, skills, experience, and education
Location
- United States (various locations)
Additional Information
- Candidates who do not meet every qualification but are excited about the role are encouraged to apply
- The employer is an equal opportunity organization and does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability
- Employment consideration is given to qualified applicants with arrest and conviction records in compliance with local ordinances
Note: Beware of recruitment scams. Legitimate communications will only come from official company email domains. The employer will never request payment or sensitive personal information during the hiring process.