Senior Financial Analyst at Bestow (Austin, TX)

| Austin, TX
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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

What’s the vibe like in the office?

Bestow recently opened a new office in downtown Austin. The atmosphere promotes a collaborative, productive, and fun work environment. I appreciate the many touches that make the office that much more enjoyable - think standing desks, comfy couches, lots of natural light, a swag station, weekly lunches & more hot sauces than you could ever want.

Katie

Marketing Operations Associate

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!

George

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 your team's ideas influence the company's direction?

The Marketing Compliance and Operations Compliance team operates with a “run to the risk” attitude. They think of efficiencies to ensure the business understands, identify, and mitigate risks appropriately. This anticipation of what is coming around the corner attitude, continues to develop and foster trust Bestow wide.

Luke

Deputy General Counsel, Chief Compliance Officer

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

Flexible work schedules allow me to get my kids ready each morning and drop them off at school. Unlimited PTO gives me the flexibility to take time off as needed without worrying about my balance. Bestow is also a family-friendly company! I was able to bring my son to the office earlier this year and our founders took time to get to know him.

Jeremy

Chief Insurance Officer

What are Bestow Perks + Benefits

Bestow Benefits Overview

Why work with us?

When you’re reinventing an industry that’s gone unchanged for centuries, you need brain power, imagination and endless curiosity. At Bestow, every voice counts and every employee can shape our mission: to make financial products accessible to more people.

Culture
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Caring for our own by covering 100% of employee medical insurance.
Life Insurance
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Flexible Work Schedule
Bestow provides employees with a flexible work schedule that includes Flexible start and end times.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Happy hours are hosted once per quarter.
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
Cross functional training encouraged
Promote from within

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