Senior Financial Analyst

Posted 2 Days Ago
Easy Apply
Hiring Remotely in USA
Remote
3-5 Years Experience
Insurance • Software
Embroker cuts through insurance complexity with custom quotes & hassle-free coverage tailored to your industry.
The Role
The Senior Financial Analyst at Embroker will drive financial analyses and collaborate with various teams to provide insights that influence strategic decisions. Responsibilities include forecasting, preparing department-level P&Ls, management reporting, and supporting fundraising efforts, all aimed at propelling business growth.
Summary Generated by Built In

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.

TARGET BASE SALARY - $100K - $120K 

*POSITION CAN SIT REMOTELY IN THE US

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

PREFFERED

  • 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.

AT EMBROKER, EMPLOYEES COME FIRST. BENEFITS SUMMARY HIGHLIGHTED BELOW FOR US & CANADIAN EMPLOYEES. 

US Employees

  • Medical - 5 plans to choose from including one with an employer funded HSA
  • Dental - Employer pays 100% of employee premium
  • Vision - Employer pays 100% of employee premium
  • Life and AD&D - Employer provided as well as additional voluntary
  • Short and Long Term Disability - Employer provided
  • Flexible Spending Accounts - Medical and Childcare
  • Accident
  • Critical Illness
  • Employee Assistance Program - Including dependents
  • Pet Insurance
  • 401(k) with Employer Match
  • Unlimited Flexible Time Off (Vacation)
  • Sick Time
  • 12-Weeks Paid Parental Leave
  • Work from Home Office Set-up Stipend
  • Paid Subscription for Wellable Wellness
  • Stock options

Canadian Employees

  • Medical
  • Dental
  • Vision 
  • Life and AD&D 
  • Long Term Disability
  • Employee Assistance Program 

Additional portable insurance coverage is also available including:

  • Life
  • AD&D
  • Critical Illness

Additional benefits offered:

  • RRSP with Employer Match 
  • Unlimited Flexible Time Off (Vacation)
  • Sick Time
  • Parental Leave with Salary Top-Up Program
  • Work from Home Office Set-up Stipend
  • Paid Subscription for Wellable Wellness
  • Stock options

What the Team is Saying

The Company
HQ: San Francisco, CA
125 Employees
Remote Workplace
Year Founded: 2015

What We Do

A pioneer of business insurance
Founded in 2015, Embroker set out to transform the complex world of business insurance. Our digital-first approach simplifies the process, allowing businesses to focus on what matters most.

We pioneered the industry with our online platform, making it easy to compare, purchase, and manage insurance policies. By combining advanced technology with expert guidance, we deliver tailored solutions that meet the unique needs of each business.

Our commitment to innovation and customer satisfaction drives us to continuously improve our platform and expand our offerings.

Why Work With Us

The Embroker Pack is building a new way for businesses to get insured. Our technology-first, customer-centric approach is about helping companies get what they need to protect themselves. We are putting the power back into the hands of businesses to manage their risk, and leaving legacy insurance behind.

Are you in?

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Embroker Offices

Remote Workspace

Employees work remotely.

At Embroker employees come first.. We offer a fully remote work model with a home office set-up stipend, as well as a variety of time off options.

Typical time on-site: None
HQSan Francisco, CA
Oakbrook Terrace, IL
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