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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in financial planning and analysis, including financial modeling, budgeting, and forecasting, with a strong focus on property & casualty insurance metrics. Proven ability to lead teams, influence senior leadership, and drive strategic finance initiatives in a fast-growing environment.
Highest-signal resume keywords
FP&A LeadershipFinancial ModelingBudgetingTeam DevelopmentInsurance Financial Metrics
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingBudgetingForecastingUnit EconomicsChange ManagementData AnalysisVariance AnalysisBusiness Case DevelopmentScenario PlanningRegulatory Reporting
Soft Skills
Strong JudgmentInfluencing Senior LeadersCoachingCommunicationProblem Solving
Tools & Technologies
Google SheetsFinancial Planning ToolsBusiness Intelligence ToolsReporting Tools
Industry Keywords
Property & Casualty InsuranceInsurtechFinancial ReportingInvestor RelationsCapital ManagementTreasury Management
About the role
Key responsibilities & impact- Lead the FP&A, product finance, and business insights teams
- Run the company's annual planning process and long-range financial model
- Oversee forecasting, budget tracking, and variance analysis across all departments
- Present financial results, forecasts, and recommendations to executive and leadership teams
- Lead strategic finance work including business cases, unit economics, growth and pricing analysis, and scenario planning
- Oversee business insights, reporting standards, metrics, and data quality
- Create and implement company-wide planning and budgeting practices
- Identify trends and risks and recommend changes
- Partner with Accounting, Actuarial, Product, Sales, Claims, and Data leaders
- Manage a team of 10 and develop managers and future leaders
- Improve planning and reporting tools and processes
- Prepare board materials, investor presentations, and shareholder reporting with the CFO
- Oversee regulatory, statutory, and compliance financial reporting with Accounting
- Partner with the CFO and executive leadership on fundraising efforts
- Report to the Chief Financial Officer
Requirements
What you’ll need- 12+ years of experience in FP&A, strategic finance, or related finance roles
- 5+ years leading managers
- Experience in a startup or fast-growing organization
- Experience leading change management as the business grows and scales
- Proven track record owning planning and forecasting in property & casualty insurance, insurtech, or another highly regulated environment
- Deep knowledge of financial modeling, budgeting, forecasting, and unit economics
- Experience leading or working closely with a business intelligence or data team
- Ability to turn complex numbers into clear stories and recommendations for executives
- Strong judgment and ability to influence senior leaders
- Experience building, coaching, and growing teams of managers
- Comfort working through ambiguity in a fast-growing company
- Advanced skills in Google Sheets, financial planning tools, and BI or reporting tools
- Bachelor's degree in finance, accounting, economics, or a related field
- Strong understanding of insurance financial metrics, including loss ratios, expense ratios, and combined ratios
- Experience supporting board-level financial reporting, investor relations, and capital and treasury management
- Applicants must be currently authorized to work in the United States on a full-time basis
- Employer visa sponsorship is not available
Benefits
Comp & perks- Above-market salary
- Pay equity and transparency
- Remote-first work arrangement
- Work-from-home setup
- Monthly internet coverage
- Flexible time off (Flexible YouTime)
- $1,000 vacation benefit after the first year
- Employee stock options
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k) contribution matching
- Company headquarters office access
- Annual company gathering (BranchFest)
