Overview
The organization is seeking a Senior Financial Analyst for Financial Planning & Analysis (FP&A). This role serves as a strategic finance partner to leaders across the Product Delivery organization, supporting financial planning, forecasting, reporting, and investment evaluations. Success requires translating complex financial and operational data into actionable insights, evaluating tradeoffs, supporting resource allocation decisions, and communicating risks, opportunities, and recommendations clearly.
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 for business decisions.
- Lead financial planning, forecasting, reporting, and variance analysis for supported departments to provide 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.
- Manage acquisition spend by tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness.
- Develop and maintain financial models to support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning.
- Lead and support governance and enhancements of the FP&A team’s Enterprise Performance Management tool, Anaplan.
- Provide clear, actionable insights on budget performance, forecast changes, and operational trends, explaining the “why” behind results and recommending next steps.
- Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, focusing on financial impact, scalability, and alignment to organizational 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 communicating performance, risks, opportunities, and recommendations with clarity and precision.
- Improve FP&A processes, reporting tools, and planning practices to strengthen 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.
- Bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
- Experience with Anaplan as an Enterprise Performance Management software (preferred experience: Anaplan administrator).
- Advanced Microsoft Office and Google Workspace skills required.
- 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.
Preferred Qualifications
- Experience in P&C insurance.
- Experience supporting Engineering, Business Development, and Marketing organizations.
Compensation & Benefits
- Salary range: $106,700 - $133,400
- Eligible for competitive bonus & equity offering
Location
Work is supported in whatever location works best for you across the US. Headquarters are in Columbus, Ohio.
Interview Process
Virtual interviews are conducted with candidates being on camera as part of the standard interview process.
Equal Opportunity / Accommodations
Reasonable accommodation will be provided as required under the Americans with Disabilities Act (ADA) and the Civil Rights Act of 1964, unless doing so would cause undue hardship.