Financial Analyst

We are seeking a highly analytical and business-minded Financial Planning & Analysis professional to play a critical role in driving financial visibility and strategic decision-making within a high-growth Insurtech organization.

This role partners closely with Accounting, Sales, Operations, and executive leadership to deliver accurate financial reporting, insightful performance analysis, and data-driven recommendations across the business.

The ideal candidate thrives in fast-paced SaaS environments, brings deep expertise in P&L management, forecasting, and financial modeling, and is passionate about transforming complex data into clear, actionable insights.

This position offers the opportunity to directly influence pricing strategy, forecasting accuracy, and long-term growth through disciplined financial analysis and modern BI and automation tools.

Financial Close & Performance Analysis


* Own and support the monthly close financial analysis process, partnering closely with Accounting to ensure accurate reporting


* Analyze monthly results and provide detailed variance analysis vs.

budget, forecast, and prior periods


* Maintain deep visibility into the company P&L, identifying key drivers of revenue, gross margin, and operating expenses


* Build and maintain executive-level reporting packages and financial dashboards


* Ensure reporting and analysis align with GAAP accounting principles


* Implement process improvements in financial close and reporting to enhance operational efficiency, standardize workflows and strengthen reporting accuracy

Budgeting, Forecasting & Financial Modeling


* Support the development of annual operating plans, budgets, and rolling forecasts


* Build and maintain robust financial models to evaluate business performance and future growth


* Develop scenario and sensitivity analyses to support strategic planning


* Partner cross-functionally with Sales, Operations, and Leadership to understand financial drivers

Pricing & Unit Economics


* Conduct pricing and margin analysis across products, customers, and segments


* Analyze SaaS unit economics including ARR, gross margin, CAC, and contribution margin


* Support pricing strategy through data-driven modeling and financial insight

Data & Business Intelligence


* Build advanced Excel models and automate reporting where possible


* Develop Power BI dashboards to provide real-time visibility into financial and operational performance


* Leverage AI tools and data automation to improve financial analysis and decision support

Present insights and recommendations clearly to leadership using PowerPoint


* Bachelor's degree in Finance, Accounting, Economics, or a related field


* 3-6+ years of experience in FP&A, corporate finance, investment banking, consulting, or high-growth tech/SaaS finance


* Strong understanding of P&L management and GAAP accounting fundamentals


* Expert-level Excel ski...