Finance & Strategy, Associate / Senior Associate

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurtech, Financial Services, BiotechnologyIndustries

Requirements

Candidates must possess a minimum of 4 years of relevant work experience, including at least 2 years in consulting, investment banking, or private/growth equity, and 2 years of operational experience at a high-growth technology company. Proficiency in Excel, including developing financial models and quantitative analyses, strong critical thinking, sound business judgment, and a degree in a quantitative field are essential. SQL knowledge and experience with statistical analysis tools are considered bonuses.

Responsibilities

The Associate / Senior Associate will apply a data-driven analytical approach to influence decision-making and support leadership in evaluating strategic initiatives. Responsibilities include developing and maintaining financial and operational plans, building and scaling the corporate finance function through new processes and improved controls, representing the company with external partners, and evaluating strategic vendor relationships. The role also involves developing and monitoring critical financial performance metrics and communicating actionable insights to stakeholders.

Skills

Financial Planning

FP&A

Analytical Skills

Operational Skills

Technical Skills

Strategic Analysis

Data Science

Predictive Analytics

Ethos Life

Online life insurance with no medical exams

About Ethos Life

Ethos Life provides life insurance solutions through a fully online platform, making it easier for individuals and families to obtain coverage without the need for medical exams. The application process is streamlined, allowing potential clients to receive instant quotes and often get approved within minutes by answering specific health and lifestyle questions. This approach contrasts with traditional life insurance methods, which can be lengthy and cumbersome. Ethos Life sells term and whole life insurance policies through partner carriers and earns commissions on these sales. Additionally, the company offers complimentary estate planning tools, such as free wills, to enhance the customer experience and set itself apart from competitors. The goal of Ethos Life is to provide straightforward and affordable life insurance options while simplifying the overall process for its customers.

Austin, TexasHeadquarters

2016Year Founded

$395.4MTotal Funding

SERIES_DCompany Stage

Financial ServicesIndustries

501-1,000Employees

Risks

Departure of key executives like CFO Anan Kashyap may affect financial strategy.

Class action lawsuit under Illinois genetic privacy law could harm Ethos's reputation.

Recent layoffs may indicate financial strain, affecting employee morale and performance.

Differentiation

Ethos Life offers a fully online life insurance application process, eliminating medical exams.

The company provides complimentary estate planning tools, enhancing customer value and experience.

Ethos partners with major insurers like Legal & General America to ensure policy reliability.

Upsides

Growing demand for no-exam life insurance policies boosts Ethos's market potential.

Increased consumer interest in digital insurance solutions aligns with Ethos's tech-driven model.

Partnerships with companies like Ameritas expand Ethos's product offerings and market reach.

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