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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including forecasting methodology, driver-based financial modeling, and strategic financial insights. Proficient in synthesizing complex data into executive-level materials while driving cross-functional collaboration and resource planning.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Driver-Based Financial ModelingSQL ProficiencyEnd-To-End Financial ModelingExperience In Insurtech Or Fintech
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Forecasting MethodologyLong-Range PlanningScenario AnalysisUnit EconomicsPerformance ReportingKPI TrackingVariance AnalysisCapital AllocationP&L ModelingBudgeting Cycle
Soft Skills
Analytical ThinkingEmpathyHumilityCuriosityMentoring
Tools & Technologies
SQLPythonDbtSnowflakeBI Tools
Industry Keywords
Financial ServicesFintechInsurtechCorporate DevelopmentInvestment Banking
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Lead and scale Extend's Finance Analytics function within the centralized Risk, Analytics & Data Science team
- Own financial forecast methodology, processes, outputs, and driver-based models for GMV, attach rates, revenue, cash balances, and margins
- Define assumptions governance and variance-review standards
- Own the annual operating plan, budgeting cycle, and 3–5 year long-range financial model
- Partner with Accounting to reconcile plans with reported results
- Run performance-management cadence, track KPIs and OKRs, diagnose variances, and deliver forward-looking insights
- Act as analytical thought partner to the CFO and senior leadership
- Own end-to-end P&L modeling and performance reporting
- Build and maintain unit-economics framework for pricing, merchant deal reviews, and product investment decisions
- Evaluate strategic initiatives and capital allocation through ROI, scenario, and sensitivity models
- Support fundraising, insurer/reinsurance partner economics, and M&A or corporate-development analysis
- Drive resource and headcount planning and track budget versus actuals
- Partner cross-functionally with Sales, Growth, Operations, Risk, Accounting, and other teams
- Drive AI-native ways of working and raise the team's technical standards
Requirements
What you’ll need- 7+ years of experience in FP&A, strategic finance, investment banking, consulting, or corporate development
- Track record of owning forecasting methodology or financial strategy, including driver-based financial modeling, long-range planning, scenario analysis, and unit economics
- Strong analytical and data skills spanning SQL and end-to-end financial modeling
- Experience with dbt, Snowflake, Python, and BI tools is a plus
- Ability to synthesize complex analysis into board- and executive-level materials
- Insurtech, fintech, or financial-services experience is a strong plus
- Experience managing or mentoring senior analysts and raising a team's technical bar
- Passion for new AI tools such as Claude and Gemini
- Ability to think beyond the finance organization and prioritize what is best for the business holistically
- Empathy, humility, and curiosity
- Extend does not provide immigration-related sponsorship for this role
Benefits
Comp & perks- Competitive salary based on experience
- Full medical benefits
- Dental & vision benefits
- Stock in an early-stage startup growing quickly
- Generous, flexible paid time off policy
- 401(k) with Financial Guidance from Morgan Stanley
- Collaborative and supportive environment
- Working with a diverse team
