Financial Analyst

Overview 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 What Defines Success In This Role Exceptionally analytical and data‑driven Able to move quickly from data to insight to 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 #J-18808-Ljbffr