Next Insurance
The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t$1. .$1
Insurance • Small Businesses • InsureTech • insurtech • Entrepreneurs
501 - 1000
Sr. Financial Analyst
July 2
🏢 In-office - Bay Area
Next Insurance
The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t$1. .$1
Insurance • Small Businesses • InsureTech • insurtech • Entrepreneurs
501 - 1000
Description
• Own and maintain complex financial models for actual, forecast, and planning processes • Prepare monthly and quarterly financial analyses providing insights into key drivers across the financial statements (income statement, balance sheet, and cash flow), as well as risks and opportunities • Support company-wide initiatives to drive improvements in gross margin and profitability • Structure, build, and maintain complex financial and decision-making models to support key business outcomes • Support the long-range and annual planning process including income statement, balance sheet, and cash flow • Partner with departments to deliver accurate financial forecasting including analysis and recommendations • Prepare commentary and presentation materials for executive-level discussions and the board • Support M&A activities, due diligence, fundraising, and company financial strategic initiatives
Requirements
• BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus) • 2-4 years of FP&A experience with a track record of supporting financial forecasts; ideally at a growth stage SaaS startup or tech company (insurance experience is a plus) • A strong understanding of all three financial statements (income statement, balance sheet, and cash flow) and associated drivers across all three statements • Ability to break down and solve complex problems with strong business acumen & data-driven techniques • Understand SaaS business models and reporting metrics • Excellent attention to detail and organizational skills, ability to multitask in a fast-paced environment with competing and shifting priorities • Team player with strong interpersonal skills along with strong verbal and written communication skills
Benefits
• Partially subsidized medical plan • Fully subsidized vision/dental options • Life insurance • Disability insurance • 401(k) • Flexible paid time off • Parental leave and more
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