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Strategic Finance Manager

Posted 2 days agoViewed

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💎 Seniority level: Manager, 5+ years

🔍 Industry: Insurance

⏳ Experience: 5+ years

Requirements:
  • 5+ years of experience, in either management consulting or FP&A roles at Insurance firms (carriers, brokers, MGA, etc.)
  • Experience building out foundational processes for early stage (series A/B) to scale from $5M-$100M ARR+ and beyond
  • Strong reporting & analytics acumen, familiarity with SFDC, Hubspot, data visualization reporting
  • Experience with topline forecasting strongly preferred
  • Insurance knowledge is strongly preferred
Responsibilities:
  • Own financial and revenue forecasting tools, including the annual planning process
  • Build and manage dashboards, KPIs, and forecasting models to drive data-informed decisions
  • Support reporting and optimization of funnel conversion and activity metrics across all product lines
  • Partner with Product and Engineering to build tools needed for financial forecasting and revenue forecasting
  • Partner with Leaders In Sales, Underwriting, Marketing and customer engagement to simplify, digitize, and automate processes and tools to create a foundation built to sustain continued growth
  • Partner with Marketing to optimize marketing channels to drive lead generation and conversion
  • Act as a conduit to growth product & operations, for implementing customer feedback and advising/supporting growth product team, including new product/class launching strategy
  • Partner with insurance teams to support change management initiatives and to support on carrier relationship management
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