Shift is the leading AI platform for insurance. Shift combines generative, agentic, and predictive AI to transform underwriting, claims, and fraud and risk - driving operational efficiency, exceptional customer experiences and measurable business impact. Trusted by the world's leading insurers, Shift delivers AI when and where it matters most, at scale and with proven results.
Our culture is built on innovation, trust, and a drive to transform the insurance industry through our SaaS platform. We come from more than 50 different countries and cultures and together we are creating the future of insurance.
As a dynamic and strategic Senior FP&A Analyst, you will play a critical role in improving our financial planning processes, delivering actionable insights to leadership, and partnering with business teams to drive decisions. You’ll be hands-on in both operational and strategic finance, supporting company-wide initiatives and continuously evolving how we plan, analyze, and execute.
This role is ideal for someone who has already built a strong foundation in FP&A and is ready to take on more ownership in a fast-paced, global, data-driven environment. You will report into our Global Head of FP&A (based in the US).
Due to the highly collaborative nature of this role, we expect this individual to be in the office 2-3 days per week.
What You'll Do- Prepare and analyze financial models for the multi-year strategic financial plan.
- Support the budgeting and forecasting process for multiple departments and geographies, partnering directly with business leaders.
- Develop business partnerships. Prepare financial analyses and reports to support decision making across functions.
- Responsible for monthly and quarterly financial reporting for executive teams and Board, including variance analysis and explanation. Establish strong partnership with Accounting and lead the close from the FP&A side.
- Drive cross-functional initiatives such as, gross margin analysis, investment requests, headcount planning and customer segmentation analysis, i aAnalyze financial performance and SaaS KPIs (ARR, CAC, LTV, NRR, churn) and present insights to senior stakeholders.
- Automate and refine existing monthly, quarterly, and annual reports to improve efficiency, reduce manual work and improve visibility across the business. Maintenance of key informational data bases.
- 5+ years of experience in FP&A, Investment Banking, Audit, Management Consulting, or a similar analytical role—ideally within a SaaS or tech company
- BS in Finance or Accounting, Master’s degree preferred
- Strong analytical mindset with excellent attention to detail and a proactive approach to problem-solving
- Strong organizational skills and clear communicator who can translate financial data into actionable insights for non-finance stakeholders
- Ability to build trusted relationships with business leaders, to understand their challenges and assist them
- Comfortable operating independently in a fast-paced, dynamic environment
- Advanced Excel / Google Sheets skills—you know how to build, audit, and optimize complex models efficiently
- Experience with FP&A or planning tools (e.g., Anaplan, Adaptive), Netsuite and BI platforms is a plus.
- Enjoys working in a global, multi-cultural environment
- Fluent in French and English
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To support our permanent, full time employees at every stage of their careers and lives, we provide a competitive total rewards and benefits package. Here are the global benefits we’d like to highlight:
- Flexible remote and hybrid working options
- Competitive Salary and a variable component tied to personal and company performance
- Company equity
- Multiple Learning and Development opportunities, including Focus Fridays, a half-day each month to focus on learning and personal growth
- Generous PTO and paid holidays
- Mental health benefits
- 2 MAD Days per year (Make A Difference Days for paid volunteering)
Additional benefits may be offered by country - ask your recruiter for more information. Intern and Apprentice position are eligible for some of these benefits - ask your recruiter for more details.
At Shift we strive to be a diverse and inclusive workforce. We welcome applications from and hire people who will contribute to the diversity of our company, without regard to race, color, religion, marital status, age, national or ethnic origin, physical or mental disability, medical condition, pregnancy, genetic information, gender identity or expression, sexual orientation, or other non-merit criteria.
Shift Technology is committed to providing reasonable accommodations for qualified individuals with disabilities in our application and employment process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.
Please be aware of scammers and only trust correspondence that comes from emails ending in "shift-technology.com". We will never do initial outreach to you via Whatsapp/Text/SMS, never ask for banking information or personal identification numbers (ex. Social Security Number) as part of our recruitment process.
Shift Technology does not accept unsolicited CVs from recruiters or employment agencies in response to the Shift Technology Careers page or a Shift Technology social media post. Any unsolicited CVs, including those submitted directly to hiring managers, are deemed to be the property of Shift Technology.
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What We Do
Shift Technology delivers AI decisioning solutions to benefit the global insurance industry and its customers. Our products enable insurers to automate and optimize decisions from underwriting to claims, resulting in superior customer experiences, increased operational efficiency, and reduced costs. The future of insurance starts with Decisions Made Better. Learn more at www.shift-technology.com
