Overview
A leading life insurance technology company is seeking a Corporate Finance & FP&A professional to join their team. This role is critical in defining the company's financial plan and providing financial and operational decision support to cross-functional partners. The position involves scaling and improving corporate finance functions, driving financial planning processes, and developing strategic analyses on key business initiatives.
Responsibilities
- Build and scale the corporate finance function by implementing new processes and improving financial controls to support business complexity and stability.
- 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, performance to plan, and budget vs. actual 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 to support decision-making related to unit economics, customer acquisition, operations, business expansion, and new opportunities.
- Play a pivotal role in capital raise activities and engagement with investors and lenders.
- Apply a data-driven analytical approach to influence decision-making and support leadership in evaluating strategic initiatives.
Requirements
- Minimum of 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 new processes within enterprise financial planning systems (e.g., Adaptive, Anaplan).
- Proven ability to manage multiple projects and meet deadlines as a motivated self-starter.
- Excellent communication skills and ability to collaborate effectively across functions.
- Exceptional attention to detail.
- Deep understanding of valuation methods and strong working knowledge of GAAP.
- SQL knowledge is a plus.
Compensation & Benefits
- The US national base salary range for this full-time position is $109,000 - $192,000.
- Salary is determined by role, level, location, skills, experience, and education.
- Compensation details reflect base salary only and do not include bonus, equity, or benefits.
Location
- United States (remote or specific location not specified)
Equal Opportunity
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 status. Applicants with arrest and conviction records will be considered in accordance with applicable laws.
Additional Information
- Candidates are encouraged to apply even if they do not meet every qualification but are excited about the role.
- Beware of recruitment scams; legitimate communications will come from official company email domains only. No payment or sensitive personal information will be requested during the hiring process.