Description
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
Financial Close & Performance Analysis
- 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 → 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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