Analyst - Financial Planning and Analysis

Job Description

Job Description

Shift delivers AI agents that transform insurers' most critical work. By combining deep industry expertise and unmatched data resources, Shift provides proven results that have earned the trust of hundreds of the world's leading insurers. Our insurance-grade AI is accurate, explainable, and secure—empowering human experts to move with unmatched speed, total confidence, and a renewed focus on the people they serve.

 

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Our culture is built on innovation, trust, and a drive to transform the insurance industry through our SaaS platform. We come from more than 50 different countries and cultures and together we are creating the future of insurance.

Learn more at

 

We're looking for an FP&A Analyst to join the finance team of a growing SaaS scale-up. Reporting to the Head of Financial Planning and Analysis and working closely with the CFO, you'll get hands-on exposure to the financial operations of a company moving into its next stage of growth. You'll work alongside senior leadership on real finance projects, building the skills to see how financial planning, reporting, and analysis directly shape decision-making in a business that's scaling fast. This role is based in the Boston area, and is hybrid to work directly with the CEO and CFO, who are both based there.

What Your Impact Looks Like

At Shift, we value ownership from day one. In this role, you will:

• Support the CFO and Head of FP&A on financial analysis, reporting, and ad hoc projects that directly inform business decisions.
• Maintain and improve financial models, dashboards, and internal reports , keeping leadership's view of the business accurate and current.
• Organize, clean, and analyze large or imperfect datasets in Excel and Google Sheets, using formulas, pivot tables, and lookups to turn raw numbers into usable insight.
• Explore how AI tools can complement traditional analysis , testing new approaches to sharpen and speed up financial reporting.
• Assist with core FP&A and accounting tasks as needs arise across the finance function.
• Prepare clear, executive-ready presentations and reports in Google Slides and Google Docs.
• Contribute to process improvements across finance, accounting, and operations, simplifying recurring workflows where you spot the opportunity.
• Conduct research and benchmarking to support strategic and operational decisions.

What You'll Need to Succeed

We are looking for a Shifter who is...

• Holds an undergraduate degree in Finance, Accounting, Business Analytics, Economics, or Business.
• Brings 2–3 years of experience in a similar role within a SaaS or subscription-based technology company.
• Highly proficient in Microsoft Excel and Google Sheets , comfortable with formulas, pivot tables, and lookups to organize large datasets, and curious about how AI can complement traditional analysis tools .
• Detail-oriented and analytical , committed to accuracy in financial reporting and metrics while keeping sensitive data private and secure.
• Growth-minded and a self-starter : curious, resourceful, and willing to take ownership without waiting to be asked.
• Collaborative , eager to contribute to the team, ask thoughtful questions, and share knowledge with colleagues across the globe.
• Adaptable and impact-driven , comfortable diving into large or imperfect datasets to uncover actionable insight without waiting for perfect direction.
• Based in or near Boston and excited to be part of our in-person workplace community, with a genuine interest in SaaS, technology, startups, scale-ups, or subscription business models.

 

 

Interview Process:

• Recruiter Interview
• Hiring Manager Interview + Excel Exercise
• Finance Teammate Interview
• CFO Interview

At least 1 interview will be conducted in person.

To support our permanent, full time employees at every stage of their careers and lives, we provide a competitive total rewards and benefits package. Here are the global benefits we'd like to highlight:

• Flexible remote and hybrid working options
• Competitive Salary and a variable component tied to personal and company performance
• Multiple Learning and Development opportunities, including Focus Fridays, a half-day each month to focus on learning and personal growth
• Generous PTO and paid holidays
• Mental health benefits 
• 2 MAD Days per year (Make A Difference Days for paid volunteering)

Additional benefits may be offered by country, based on your eligibility - ask your recruiter for more information. Intern and Apprentice positions may receive some of these benefits - ask your recruiter for more details.

AI tools are used to help review applications for this role. Read our AI in Recruitment Notice for what the AI considers, how to request a human review, and our most recent bias audit.

At Shift we strive to be a diverse and inclusive workforce. We welcome applications from and hire people who will contribute to the diversity of our company,  without regard to race, color, religion, marital status, age, national or ethnic origin, physical or mental disability, medical condition, pregnancy, genetic information, gender identity or expression, sexual orientation, or other non-merit criteria. Shift Technology is committed to providing reasonable accommodations for qualified individuals with disabilities in our application and employment process. Should you require accommodation, please email View email address on us.fitly.work -technology.com and we will work with you to meet your accessibility needs.

Please be aware of scammers and only trust correspondence that comes from emails ending in "shift-technology.com". We will never do initial outreach to you via Whatsapp/Text/SMS, never ask for banking information or personal identification numbers (ex. Social Security Number) as part of our recruitment process.

Shift Technology does not accept unsolicited CVs from recruiters or employment agencies in response to the Shift Technology Careers page or a Shift Technology social media post. Any unsolicited CVs, including those submitted directly to hiring managers, are deemed to be the property of Shift Technology.