Human Interest

Senior Financial Analyst - Corporate FP&A

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial Services, Retirement ServicesIndustries

About Human Interest

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the Role

This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future. We are seeking a highly motivated Senior Financial Analyst to support the Corporate FP&A team. Reporting to the Head of Corporate FP&A, this role will be a critical player supporting cross-functional initiatives, building financial models for scenario analysis, and collaborating with all levels within the organization to improve our forecasting accuracy and financial reporting.

What You Get to Do Every Day

  • Develop and implement world class financial reporting and forecasting processes, encompassing long-range planning and scenario modeling.
  • Collaborate with senior leadership and their teams to provide ad hoc financial analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with strategic company initiatives.
  • Identify and streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale.
  • Develop and track key performance indicators (KPIs) to effectively measure financial performance against strategic objectives. Help us understand where we have room for improvement across the P&L.
  • Partner with cross-functional teams to continuously improve our FP&A systems to enhance operational efficiency while making the system easy to use.
  • Prepare materials for Board of Directors meetings, investors, and internal reporting.

What You Bring to the Role

  • Self-starter, challenging the status quo, and provide recommendations.
  • 3+ years of relevant experience in FP&A at a high-growth software company and/or investment banking.
  • Deep understanding of SaaS business models and a proven ability to analyze key SaaS metrics (e.g., ARR, Churn, LTV, CAC).
  • Advanced proficiency in Excel, Google Sheets and financial systems (ideally Netsuite and Pigment).
  • Working knowledge of ERP systems such as Netsuite, Workday, Anaplan. Expertise in Pigment a plus!
  • Demonstrated agility in learning and ability to balance multiple priorities in a fast-paced environment.
  • Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners.

Why You Will Love Working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture hel

Skills

Financial Reporting
Forecasting
Financial Modeling
Scenario Analysis
Budgetary Support
KPI Tracking
Process Improvement
Standardization
Capital Allocation
Strategic Initiatives

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters
2015Year Founded
$561.2MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
Stock options for every employee
Generous PTO policy
HSA or FSA offering with an annual employer contribution
Short/Long-term disability and life insurance
Generous parental leave policy
Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
Monthly work from home stipend
Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.
Rapid expansion into Utah could strain resources and operational capacity.
Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.
The company provides end-to-end administration, including compliance and IRS paperwork handling.
Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.
Partnership with BlackRock enhances credibility and provides resources for market expansion.
Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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