Senior Financial Analyst

| Hybrid
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ABOUT BESTOW


Bestow is the leading digital platform for life insurance. As both a direct-to-consumer destination and an infrastructure provider, Bestow is on a mission to make life insurance accessible to millions of underserved families. 


We strive for work-life balance and believe happy employees make for better experiences and happier customers. It’s a model that helped us land on Forbes’ Best Startup Employers 2021 and 2022 lists!



We are looking for a Senior Financial Analyst who will be on the FP&A team as we continue to build a robust team to support the growing business. You will collaborate with the accounting team and business partners to understand underlying performance drivers, provide business insight and recommendations, and deliver timely and accurate business performance reporting. You will help lead the annual budgeting and ongoing forecasting process. The Senior Financial Analyst will report to the Director of FP&A.


We ideally would like this person located in Austin, TX, but are open to Remote for the right candidate

ABOUT THE ROLE

  • Act as a value-added Finance Business Partner to Department Leaders regarding Department level P&Ls
  • Perform insightful analysis and reporting on financial results to understand trends, risks/opportunities, and to share findings and actionable recommendations
  • Own critical FP&A processes including the production of Bestow’s financial reporting cycle, including monthly, quarterly, and annual deliverables for key stakeholders
  • Maintain a detailed understanding of Bestow financial systems and tools, accounting structures, and/or mappings and effectively translate financial information into a business narrative
  • Conduct regular and ad-hoc analysis to support the ELT, Finance, and Department owners

ABOUT YOU

  • 3+ years of relevant financial planning experience
  • Experience with Excel, Adaptive Insights, and Tableau (or similar tools)
  • High level of business acumen with success in building relationships
  • Strong financial analysis skills, communication skills, and attention to detail
  • Self-motivated with the ability to manage multiple tasks in a fast-paced and dynamic environment, while successfully meeting deadlines
  • Ability to handle ad-hoc responsibilities
  • Experience working in an asynchronous environment (e.g., Google)
  • Bachelor's Degree in Accounting, Finance, or similar degree

BONUS POINTS

  • Insurance background a plus

TOTAL REWARDS

  • Competitive salary
  • Open PTO plan
  • 100% paid premiums for medical, dental, and vision insurance
  • Annual bonus based on individual and company performance
  • Generous equity grant based on level
  • Flexible work-from-home policy/open to remote

We value diversity at Bestow. We hire, recruit, and promote without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every member of our team. 

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An Insider's view of Bestow

How would you describe the company’s work-life balance?

At Bestow, since day one, our leadership team has always stressed the importance of maintaining a high-quality work-life balance. It has allowed me to be fully present in all things, both professionally and personally. With a positive balance in both places, my overall productivity has improved, all while pursuing my passions.

Samantha

Technical Program Manager

How do you collaborate with other teams in the company?

We have an open collaboration approach as we take advantage of available channels of communication (not afraid of over-communicating) and provide enough empowerment to each team to drive value. We have substantial autonomy to make decisions and move fast!

Jorge

Head of Strategic Finance

What makes someone successful on your team?

What makes someone successful on our team is the willingness to learn and openness to be a part of something special. Being successful requires clear and open communication, providing support, access to great resources, and diversity. I am so fortunate to be able to rely on my team for all my needs within the company.

Chastity

Customer Services Specialist

How do you make yourself accessible to the rest of the team?

One of the best ways to remain accessible is to proactively reach out and connect with others, both virtually and in person. In the office, I like to visit with people over lunch, and virtually, I use the Donut app via Slack to randomly connect with one new person in the company each week.

Jonathan

President

How does the company support your career growth?

Bestow supports my career growth with free access to LinkedIn courses and encouraging mentorship within my department. My leadership team consistently supports my interests and career path.

Kelsey

Investigation Support Analyst

What are Bestow Perks + Benefits

Bestow Benefits Overview

In addition to standard perks, our benefits package puts an emphasis on well-being for employees and their families (including flexible PTO and 100% paid healthcare premiums for all full-time employees, dependents, spouses, and domestic partners).

Culture
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Bestow provides employees with a flexible work schedule that includes Flexible start and end times.
Remote work program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Caring for our own by covering 100% of employee medical insurance.
Life insurance
Mental health benefits
Financial & Retirement
401(K)
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Happy hours are hosted once per quarter.
Onsite office parking
We offer employees a parking subsidy.
Relocation assistance
Our relocation assistance plan offers a maximum reimbursement of $5,000 and is on a case by case basis.
Professional Development Benefits
Lunch and learns
Promote from within

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