- Set direction for the FP&A, product finance, and business insights teams.
- Run the annual plan and long-range financial model, including process, inputs, and timeline.
- Oversee forecasting, budget tracking, and variance analysis across departments.
- Present financial results, forecasts, and recommendations to executive and leadership teams.
- Lead business cases, unit economics, growth and pricing analysis, and scenario planning.
- Set standards for reporting, metrics, and data quality across business insights.
- Develop company-wide planning and budgeting practices with department leaders.
- Partner with Accounting, Actuarial, Product, Sales, Claims, and Data leaders.
- Manage and develop a team of 10, including hiring, performance, coaching, and future leadership.
- Prepare board materials, investor presentations, and shareholder reporting; oversee regulatory and statutory financial reporting.
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