Senior Financial Analyst

| Columbus, OH, USA +80 more | Remote
Employer Provided Salary: 100,000-120,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Who we are at Embroker

Embroker is the radically simple destination for industry-tailored commercial insurance. Our mission is to make it radically easier for businesses to get the right coverage at the best price. With a technology-first, customer-centric approach, Embroker is changing how businesses protect themselves, their staff, and their customers. In 2015, Embroker has raised over $150M in funding from leading fintech investors.



The value of this position

We are looking for a talented Senior Financial Analyst to join Embroker’s growing Financial Planning and Analysis team at the ground level and help propel the business into its next phase of growth. You will play a key role in driving forward-looking analyses and partnering with leaders across the business to provide data-driven insights and help influence executive-level strategic decisions. You will have the opportunity to work closely with the CFO and the Executive Team, engage with senior leaders in Sales, Insurance, Marketing, People, and Business Operations, develop relationships with third-party partners, and solve diverse problems that will have a critical impact on Embroker’s near- and long-term success.

What you will own in this role

  • Be a strategic partner to teams across the organization to help answer complex, cross-functional questions and identify areas of opportunity that influence Embroker’s strategic direction
  • Assist with Embroker’s bottoms-up financial plan and forecast model, including accurate financial reporting, and help adapt the model as needed for the growing complexity of the business
  • Prepare department-level P&Ls that business leaders will be held accountable for and keep a close pulse on Embroker’s overall performance relative to plan on a monthly and quarterly basis; identify discrepancies quickly and work with relevant teams to understand the root cause and iterate, as necessary
  • Build and support management reporting at Embroker, including deep dives that support opportunities for growth and margin improvement across products, distribution channels, and functions
  • Serve as a stakeholder in decisions on new growth opportunities and prepare quantitative and qualitative analyses to support build, buy, or partner decisions
  • Work closely with product and vertical owners to develop a deep understanding of each of Embroker’s digital products and bespoke coverage solutions including their key drivers of growth along all aspects of the funnel
  • Drive and implement continuous improvement initiatives into all forecasting and budgeting processes, reporting, and modeling
  • Engage with leaders to support fundraising efforts and regularly prepare materials for use in board and / or investor presentations
  • Balance multiple ad hoc projects and demands, requiring the ability to quickly shift focus as necessary

What experience we believe is the right fit:

  • You have 4+ years of professional experience in an analytical role at a high-growth startup, insurance company, or investment banking, consulting, private equity, or venture capital firm
  • You have a highly analytical mindset and strong attention to detail; you are comfortable working with large quantities of unstructured data and can combine qualitative / anecdotal data with quantitative data to drive actionable insights
  • You have strong communication skills and experience working directly with stakeholders across an organization to analyze problems, propose recommendations, and implement solutions
  • You are comfortable in a fast-paced, rapidly changing, and ambiguous environment
  • You have strong organizational skills and are able to manage competing deadlines for various stakeholders simultaneously
  • You have excellent Microsoft Excel / Google Sheets skills and a basic understanding of (or a willingness to learn) SQL and / or Looker


  • You have experience in the insurance or insurtech industries
  • You are highly proficient in SQL and / or Looker

Our Values

The Embroker Pack lives by three core values that have taken us from an idea to a growing, well-funded player in the Insurtech space.

Pack First

We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.

Be All-In

We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity.

Create Magic

We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • GolangLanguages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • CSS Languages
    • HTMLLanguages
    • ReactLibraries
    • ReduxLibraries
    • JupyterFrameworks
    • KubernetesFrameworks
    • Node.jsFrameworks
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • GitHubServices
    • GitLabServices
    • Google CloudServices
    • Google AnalyticsAnalytics
    • LookerAnalytics
    • CanvaDesign
    • FigmaDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • WordpressCMS
    • DocuSignCRM
    • HubSpotCRM
    • SalesforceCRM
    • PardotEmail
    • MailreachEmail
    • ApolloLead Gen
    • SlackCollaboration
    • ZoomCollaboration
    • Monday.comProject Management

An Insider's view of Embroker

How does your team reward individual success?

Pack First: We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.
Create Magic: We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.
Be All In: We are 100% committed. We move fast and are proud of what we build.

Yuyi Kitano Lum

Marketing Operations Specialist

What does your typical day look like?

I work with everybody because everybody works with email. So I’m working with Sales, the Customer Success team, the Sales Development Reps and the DemandGen team, which research the leads that we reach out to. My job touches everybody so I have all these different chains of communication going on every single day.

David Li

Marketing Operations Manager

What makes someone successful on your team?

My team is really good at coming up with solutions for problems. I am really proud of us for that. I know that’s very broad, but whenever a problem comes our way, I feel we’re well equipped to problem solve on the fly. We are here to take these inefficient processes, chop them down, and make it a lot easier and more pleasant to work.

David Li

Marketing Operations Manager

What is your vision for the company?

Embroker is the radically simple destination for industry tailored commercial insurance



How does your team reward individual success?

Via Bonusly we award for our 3 Pack Values


General Counsel; VP of Compliance

What are Embroker Perks + Benefits

Embroker Benefits Overview

Our Pack is enrolled in Medical, Dental, and Vision benefits on the first of the month after your date of hire. Embroker’s Flexible Time Off policy allows employees to take paid time off as needed for personal, religious, and cultural reasons. Paid sick days are covered under this policy. We offer 12 weeks of Paid Parental leave following the birth, adoption, or placement of a child. We also have a 401(k) Retirement Benefit for our US Employees.

Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Employee awards
Flexible work schedule
Remote work program
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Hiring practices that promote diversity
Interview training, sourcing commitments, data analysis of hiring practices.
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Wellness days
Financial & Retirement
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Charitable contribution matching
Child Care & Parental Leave
Childcare benefits
You can contribute $5,000 FSA to cover dependant care.
Generous parental leave
All Pack members are eligible for Paid Parental Leave, for up to twelve (12) weeks, in a twelve-month period following the birth of a child, adoption of a child, or new placement of a foster child.
Family medical leave
Return-to-work program post parental leave
Vacation + Time Off
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Company-wide vacation
Office Perks
Commuter benefits
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Home-office stipend for remote employees
Meditation space
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Virtual coaching services

Additional Perks + Benefits

We truly value thier well-being and support them in every way we can.
1. Rightway
2. One Medical
3. EAP
4. Bonusly
5. WFH Allowance

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