Principal Financial Analyst

Overview

A growing organization in the employee benefits space is seeking a Principal Financial Analyst to join their Financial Planning & Analysis (FP&A) team. This senior individual contributor role involves owning complex, high-visibility financial workstreams and partnering closely with Finance leadership to influence executive and board-level decisions.

Responsibilities

• Own the end-to-end strategic pricing function, including design and governance of pricing models, deal-level analysis for large accounts, and pricing strategy in collaboration with Revenue leadership
• Lead long-range planning, annual budgeting, and quarterly reforecasting processes, working directly with the CFO, senior leadership, and business unit owners
• Serve as finance lead on complex strategic initiatives such as M&A analysis, new product launches, market expansion, and major partnerships; present recommendations to executive team and board
• Build and maintain critical financial and operational models, including unit economics, LTV/CAC, cohort profitability, and capital planning; set modeling standards for the FP&A team
• Deliver executive, board, and investor-ready analyses and narratives that translate complex data into clear recommendations
• Mentor and develop analysts through model review, coaching on analytical approaches, and professional growth support
• Partner with Data, Accounting, and Revenue Operations teams to improve FP&A data infrastructure
• Identify and lead improvements in FP&A processes, tooling, and reporting

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related quantitative field
• 6+ years of progressive experience in corporate FP&A, management consulting, transaction services, investment banking, or private equity; senior or lead individual contributor experience preferred
• Advanced Excel financial modeling skills, including scenario and sensitivity analysis, cohort and unit economics modeling, and large multi-sheet model design
• Strong SQL skills with experience working directly with data warehouses
• Experience presenting to executive leadership, board members, or investors
• Proven track record mentoring analysts and leading cross-functional initiatives

Preferred Qualifications

• MBA, CFA, or CPA credentials
• Experience in insurance (especially employee benefits, ancillary benefits, or health insurance), structured finance, or high-growth SaaS
• Familiarity with Salesforce, Tableau or Looker, Python or R, and VBA
• Experience with financial planning tools such as Anaplan, Pigment, Workday Adaptive Planning, or Planful

Compensation & Benefits

• Salary range: $120,000 - $140,000 per year
• Remote position within the United States

Location

• Remote (United States)