Simply Business is more than our name. It's how we approach insurance: Make it clear. Make it simple. Make it affordable. By combining exceptional talent, technology, data, and knowledge, Simply Business is the go-to online insurance brokerage that protects small businesses and the entrepreneurs who work hard to build them. 

We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.

As our SB growth ambitions continue to take hold, we are looking for a high caliber individual to join our growing finance team as a Senior Financial Planning & Analysis Analyst. This individual will report into a Senior Finance Business Partner and lead the reporting of weekly and monthly business results as well as support FBP’s in identifying and investigating any changes in trends. We are looking for a candidate with a strong sense of initiative, keen eye for detail, and an ability to find solutions in the face of ambiguity. 

As a Senior Financial Planning & Analysis Analyst you will:

• Own the end to end process for key weekly and monthly reporting including:
• Operational metrics - preparation of finance reporting packs, synthesizing key variances and drivers, and communicating to the business via weekly trading emails. This will require ad hoc analysis and regular communication with Finance Business Partners and business leaders to explore trends and unexplained variances
• Headcount & expenses - preparation of monthly headcount and consolidated expense reports, including variance and trend analysis
• Revenue clawback - reporting and monitoring of cancellation trends to support the preparation of monthly clawback bookings
• Coordinating monthly trading meeting with key business leaders to discuss recent results and expectations for the month ahead




• Support Finance Business Partners in activities including but not exclusive to:
• Integration of new EPM system - partner with the US finance team to build data and functionality requirements and lead the creation and testing of key reports in the new system, while working to improve both the efficiency and effectiveness of the reporting process
• Expense management - host meetings with business leaders to review expense performance, providing variance analysis and explanations as well as developing views on forward looking trends
• Budget - ownership of the expense/headcount budgeting process which includes working closely with Finance Business Partners, People Partners, and their associated teams to develop, capture and detail assumptions for all cost centers. This also includes ownership of consolidated expense review sessions with VP of Finance and US management team, as appropriate

What we are looking for:

• Bachelor’s degree, preferably in Finance or Accounting
• 3-5 years of experience working in a finance team (preferably FP&A)
• Demonstrated experience and a high level of skill working with MS Excel
• A self-starter, highly motivated and able to work autonomously in a fast paced and changing environment
• Intellectual curiosity to understanding the story and the broader business context behind the numbers
• Strong analytical and problem-solving skills
• Ability to work well under pressure, working accurately and meeting deadlines
• Professional, committed and organized approach to work with a drive for results
• Excellent interpersonal & communication skills

What are the benefits?

Here are some of the great benefits and perks that come from being a Simply Business employee:

• A salary that reflects your experience, our pay policy, and the market we’re in from your first day

• Group plan for medical, dental, vision, and prescription drug coverage

• Short term disability, long term disability, and life insurance coverage

• Participation in the Company’s bonus program

• Participation in 401(k) plan with a 3% employer match

• Commuter benefits to help cut down on parking and public transit costs

• 25 days of vacation time plus 10 sick days and 10 company holidays

• A genuine investment in your learning and development

• Annual company trip, regular outings, and volunteer opportunities 

• An awesome WeWork office with cold brew coffee and other beverages on tap, local pop-up events, and more 

Simply Business is an equal opportunity employer. We're committed to welcoming and helping to grow employees within an inclusive & diverse culture. And that commitment starts with our interview process. 

Once you apply, your info will be reviewed in a committee with employees from different levels, teams, and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you'll have the opportunity to meet a variety of people throughout the process. Get excited!

Want more info on working at Simply Business? Check out our careers page: https://www.simplybusiness.com/careers/ 

What's going on with work from home and return to the office?

More and more, people are talking about going back to the workplace and the new normal. At Simply Business, we’re thinking of it as a Better Normal. That means offering our SBers more choice and greater flexibility to work in a way that’s best for their particular job, their teams, and their lives.

We’re shifting to a hybrid working model, so we’ll have employees working virtually and in the office at any given time.

We’re also aware there are times when working together in person is the best way to get things done. We expect our SBers to connect in their hubs (that’s what we call our offices) most likely once every few weeks. That said, there’s no one-size-fits-all solution, so we expect all SBers and their teams will find the operating rhythm that works best for them.

If you’re wondering what it might be like for you at Simply Business, our Talent Acquisition is happy to answer any questions. In fact for them, it’s perfectly normal.

Most of our interviews will still take place over Zoom (however, depending on the role, there may be the opportunity/expectation to meet members of the team in-person). If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom – you’ll need WiFi and a laptop, or a 4G-enabled smartphone. If you don’t have access to either of these, or you need support with your application, get in touch with us at [email protected]. Similarly, please email us with any questions or if you want to pause your application for a bit – we’ll be happy to keep you updated on future opportunities like the one above.