Director of FP&A

Reposted 5 Days Ago
Hiring Remotely in USA
Remote
Senior level
Insurance • Software
The Role
Lead and manage FP&A processes including budgeting, forecasting, financial modeling, and variance analysis. Partner with executives to analyze performance, drive AOP and re-forecast cycles, evaluate strategic initiatives, optimize departmental budgets, scale financial systems, and mentor the FP&A team to improve accuracy and efficiency.
Summary Generated by Built In

Federato is on a mission to defend the right to efficient, equitable insurance for all. We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box, etc.
Federato is the only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done. Better decisioning is built-in, not bolted on: insurers' unique portfolio goals, strategies, rules, and appetite are part of the workflow so underwriters win the right deals, faster. From the moment a submission hits an underwriter’s inbox, AI is put to work, triaging submissions with a focus on high-appetite business, delivering real-time feedback on the portfolio, and consolidating workflows into a single proven system. Federato drives better business outcomes.

The Team

The Finance Team is integral to Federato's mission, ensuring the financial health and sustainable growth necessary to support Federato’s long-term mission. In addition to overseeing the nuts and bolts of core finance and business operations, our team drives strategic initiatives to accelerate growth and operating efficiency. This team combines financial expertise with a forward-thinking vision.


What You'll Be Doing
:

  • Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.
  • Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.
  • Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.
  • Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.
  • Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team, working closely with Controller.
  • Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.
  • Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.
  • Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.
  • Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.

Who We Hope You Are:

  • Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment
  • Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence
  • Strong systems proficiency and the ability to leverage technology to scale the finance function 
  • Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders (e.g., Board of Directors)
  • 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS

Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Total compensation package does include stock options, benefits and additional perks. 

Here at Federato, your capabilities are important, but culture fit is essential. We move fast, are eager to listen to our users, take a first principles approach to solving problems, and value learning and the ability to change our minds. Most importantly, we're here to have fun. Our ability to make a difference starts with our people. We would love to work with you! 

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status. We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at [email protected]

Skills Required

  • 8-12 years of experience in FP&A, investment banking, private equity, or corporate finance
  • Deep expertise in SaaS metrics (ARR, churn, LTV, CAC), financial modeling, budgeting, and forecasting
  • Proven ability to partner closely with executive leadership and department heads
  • Strong systems proficiency and ability to leverage technology to scale the finance function
  • Excellent communication and presentation skills, including distilling complex financial data for leadership and Board
  • Experience mentoring and developing an FP&A team
  • Experience in SaaS finance (preferred)
  • Conduct in-depth financial analysis for strategic initiatives (pricing, new product launches, investments)

Federato Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Federato and has not been reviewed or approved by Federato.

  • Fair & Transparent Compensation Pay ranges are described as competitive for several roles, with posted bands spanning entry-level support through senior engineering and leadership. Compensation is also framed as total rewards that can include bonuses, commissions, and profit sharing in addition to base pay.
  • Equity Value & Accessibility Stock options are repeatedly referenced as part of the total compensation package, suggesting equity participation is broadly included in offers. This equity component is positioned as a meaningful add-on beyond cash compensation.
  • Healthcare Strength Health-related coverage is described as part of a standard startup benefits bundle, with references to medical, dental, and vision as included items. Benefits are characterized as solid overall even when specific plan details are not publicly enumerated.

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The Company
HQ: San Fransisco, CA
36 Employees
Year Founded: 2020

What We Do

Federato is an underwriting platform for insurance carriers that provides real-time insights to encourage empowerment, good risk taking and strong decision-making at all levels of underwriting.

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