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.

Responsibilities

• 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

Qualifications

• 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 skills (financial modeling, complex formulas, data analysis, large datasets)

• Experience building financial models and forecasting frameworks

• Experience with Power BI, Tableau, or similar BI tools

• Strong proficiency with PowerPoint for executive presentations

• Familiarity with AI tools, automation, or data analytics is a strong plus

• Exceptionally analytical and data-driven

• Able to move quickly from data → insight → recommendation

• Naturally curious and proactive in identifying financial trends and risks

• Comfortable working in fast-paced, high-growth SaaS environments

• High attention to detail while maintaining strong business judgment

• Strong communicator who can translate complex financial information into clear insights for leadership

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