Senior Financial Analyst

Overview

This role involves managing forecast models and processes, delivering financial insights to leadership, and supporting the organization's growth strategy within the Financial Planning & Analysis (FP&A) team. Candidates should have at least 4 years of FP&A experience.

Responsibilities

• Own recurring financial reporting deliverables, ensuring accuracy and timely delivery
• Build and maintain forecast models using established methodologies and processes
• Manage monthly and quarterly reporting cycles for the Finance team end-to-end
• Conduct ad hoc financial analysis to inform state and product-level growth strategy decisions
• Implement process improvements to streamline recurring reporting and forecast modeling workflows
• Maintain data integrity and documentation across all forecast models and reporting tools
• Track and report on key financial and operational metrics related to expansion into new states
• Collaborate with cross-functional stakeholders to refine forecasting and reporting standards

Requirements

• Minimum 4 years of experience in financial analysis, FP&A, or corporate finance, including forecast modeling and recurring reporting
• Proficiency in building and maintaining financial models in Excel or Google Sheets
• Experience managing recurring reporting cycles (monthly/quarterly) with minimal oversight
• Ability to translate financial data into analysis that supports strategic decision-making
• Experience working cross-functionally with stakeholders outside of Finance
• Proficiency with financial planning and reporting tools such as Workday Financials, Adaptive Planning, NetSuite, Anaplan, or similar
• Experience in insurance, fintech, or high-growth startup environments preferred

Compensation & Benefits

• Competitive salary and company equity through Restricted Stock Units (RSUs), granted based on role and level
• 401(k) plan with company match up to 4% of eligible earnings
• Multiple medical plan options, plus dental and vision coverage
• Company-funded Health Savings Account (HSA) contributions (based on medical plan selection)
• Company-paid life insurance and short-term disability
• Supplemental benefits including long-term disability, critical illness, accident, legal, and pet insurance
• Access to mental health support and confidential counseling resources
• Flexible paid time off (typically 15–20 days per year) plus 8 company-observed holidays
• Paid parental leave: up to 14 weeks at 100% pay for birthing parents and 8 weeks at 100% pay for non-birthing parents
• Professional development budgets for certifications, conferences, and learning opportunities (subject to management approval)
• Career mobility and internal growth opportunities

Location

This is a remote-first position. Candidates must be able to live and work full-time in one of the following U.S. states: AL, AR, AZ, CA (exempt only), CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MA, ME, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, or WI.

For remote technical positions located in Canada, applicants must reside in Ontario and be able to live and work full-time there.

State locations and specifics are subject to change based on hiring requirements.

Equal Employment Opportunity

The organization is an Equal Employment Opportunity and Affirmative Action Employer. It does not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, protected veteran status, disability, or other legally protected characteristics. Applications from people with disabilities are encouraged. Accommodations are available upon request during the selection process.