Senior Financial Planning Analyst

Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies - all online.

Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers - one that empowers their entrepreneurial spirits.

 More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2024 Best Midsized Companies to Work for in the US (Top 100), and Best Places to Work in Boston.

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 finance team as a Senior Financial Planning Analyst. This individual will report into a Senior Finance Business Partner (FBP) 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 Analyst you will:

• Work closely with various functional groups and their leaders including, but not limited to, Marketing, Commercial and Insurance Product
• Ad hoc analysis of real-time trends and results, working individually and/or with our Data and Analytics team where appropriate
• Create scenario analyses and underlying support to help FBPs and functional leaders in short-, mid- and long- strategy discussions




Own the end to end process for performance reporting for your respective functions, including:

• Preparation of finance reporting packs, synthesizing key variances and drivers, and communicating to the business to help drive results. This will require ad hoc analysis and regular communication with Finance Business Partners and business leaders to explore trends and unexplained variances 
• Preparation of monthly trading meeting materials, equipping business leaders to discuss recent results and expectations for the month ahead




Support FBPs and the VP of Finance in activities including but not exclusive to:

• 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 - support the expense/headcount/revenue budgeting process for your designated functions, partnering with FBPs and business leaders to articulate expectations and key assumptions for the year head 
• Business case evaluation - support modeling and projections for new strategic opportunities, as appropriate

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

-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 5% 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-Regular team outings and volunteer opportunities 

-An awesome office space

-A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.

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

Once you apply, your info will be reviewed by a team with a mix of levels 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!

Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person. 

If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom first regardless – 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].

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