Sr. Financial Analyst

Overview

A leading insurtech organization is seeking a Senior Financial Analyst to join their Financial Planning & Analysis (FP&A) team. This role will serve as a strategic finance partner to leaders across the Product Delivery Organization, supporting financial planning, forecasting, reporting, and investment evaluations. The Senior Financial Analyst will translate complex financial and operational data into actionable insights, evaluate tradeoffs, support resource allocation decisions, and communicate risks, opportunities, and recommendations clearly.

Salary Range: $106,700 - $133,400 (Eligible for competitive bonus and equity offerings)

This position supports remote work across the United States, with headquarters located in Columbus, Ohio.

Responsibilities

• Act as the dedicated FP&A partner for leaders in Engineering, Product, Quantitative and Decision Sciences, and Business Development, providing financial guidance to support business decisions.
• Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring timely visibility into financial performance, risks, opportunities, and key business drivers.
• Collaborate with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
• Manage acquisition spend tracking, monitor LTV/CAC trends, and partner with business leaders to evaluate acquisition efficiency and investment effectiveness.
• Develop and maintain financial models supporting departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning.
• Support governance and enhancement of the FP&A team's Enterprise Performance Management tool (Anaplan).
• Deliver clear, actionable insights on budget performance, forecast changes, and operational trends to help leaders understand financial results and determine next steps.
• Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options with a focus on financial impact, scalability, and alignment to company priorities.
• Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement across the Product Delivery organization.
• Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations clearly and precisely.
• Improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness.

Requirements

• Minimum 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 in property and casualty (P&C) insurance is strongly preferred.
• Experience supporting Engineering, Business Development, and Marketing organizations is preferred.
• Advanced skills in Microsoft Office and Google Workspace.
• Experience with Enterprise Performance Management software is required; experience with Anaplan is strongly preferred.
• Proven ability to partner with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex 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.
• High attention to detail, strong ownership mindset, intellectual curiosity, and a continuous improvement orientation.

Additional Information

• Candidates must be on camera for virtual interviews as part of the interview process to facilitate a personal and engaging experience.
• Reasonable accommodations are available for qualified applicants with disabilities in accordance with the Americans with Disabilities Act (ADA) and the Civil Rights Act of 1964.

Location

Remote within the United States, with headquarters in Columbus, Ohio.