Senior Financial Analyst

Role Description

The Sr. Financial Analyst in Financial Planning & Analysis will play a highly visible role as a strategic finance partner to leaders across the Product Delivery Organization. This individual will support financial planning, forecasting, reporting, and investment evaluations, while serving as a trusted advisor to cross-functional leaders. Success in this role requires the ability to translate complex financial and operational data into actionable insights, evaluate tradeoffs, support resource allocation decisions, and communicate risks, opportunities, and recommendations with clarity. The Sr. Financial Analyst will help drive sound financial outcomes by combining analytical rigor, stakeholder management, in support of annual planning, ongoing performance management, and strategic business initiatives.

Salary Range: $106,700 - $133,400 (Eligible for Competitive Bonus & Equity Offering)

Root is a “work where it works best” company. Meaning we will support you working in whatever location that works best for you across the US. We will continue to have our headquarters in Columbus, Ohio.

Qualifications

• 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function.
• A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
• Experience in P&C insurance strongly preferred.
• Experience in support of Engineering, Business Development, and Marketing organizations preferred.
• Advanced Microsoft Office and Google Workspace skills required.
• Experience with Enterprise Performance Management software required. Experience with Anaplan strongly preferred.
• Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating 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.

Requirements

• Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development.
• Lead financial planning, forecasting, reporting, and variance analysis for supported departments.
• Partner with department leaders to translate business priorities into financial plans.
• Act as the primary finance contact for acquisition spend management.
• Develop and maintain financial models that support departmental forecasting.
• Support the governance and enhancement of the FP&A teams Enterprise Performance Management tool (Anaplan).
• Deliver clear, actionable insights on budget performance, forecast changes, and operational trends.
• Support annual planning by analyzing proposed investments and resource allocation options.
• Conduct ad hoc analyses to evaluate strategic initiatives and performance improvement opportunities.
• Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations.
• Help improve FP&A processes, reporting tools, and planning practices.

Benefits

• Competitive salary range with bonus and equity offering.
• Flexible work location across the US.

Company Description

Root is a “work where it works best” company, supporting flexible work arrangements.