Senior Financial Analyst

Position Overview

• Location Type: Remote (contiguous 48 only)
• Job Type: Full-Time
• Salary: $110K - $135K

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity. Bestow participates in the E-Verify Program.

About Bestow

Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

About the Team

Finance at Bestow isn't just about numbers — it's about impact. We drive the insights, strategy, and execution that fuel the company’s next stage of growth. Strategic Finance partners directly with the executive team to shape Bestow’s future, from annual plans to Board presentations to long-range strategy. We think like owners, act like entrepreneurs, and build the operational rigor that enables Bestow to scale faster and smarter. If you thrive in high-growth environments and want a front-row seat to scaling a category leader, you'll love what we're building here.

What You’ll Do

• Structure, build, and maintain complex financial and decision-making models, delivering insights and actionable recommendations to executives.
• Serve as a key liaison to executive leadership, presenting analysis, communicating insights, and supporting strategic initiatives with clear, concise narratives.
• Partner closely with functional leaders and budget owners to provide operational analysis, improve forecasting accuracy, and drive business performance.
• Support quarterly and annual budgeting cycles, dynamic forecasting, and long-range strategic planning.
• Develop insights leveraging key SaaS financial metrics (ARR, CAC, LTV, net revenue retention) to inform executive decision-making and investor reporting.
• Assist in the preparation of Board materials, investor reports, and other high-visibility deliverables with precision and executive polish.
• Prepare monthly and quarterly budget vs. actual variance analyses, with clear commentary and action-oriented recommendations.
• Lead frequent ad hoc financial analyses and cross-functional projects to support senior leadership and evolving business priorities.
• Support the buildout and maintenance of financial planning tools (e.g., Anaplan, Pigment) to enhance scalability and operational efficiency.
• Operate as a generalist across Bestow’s business units, gaining broad exposure to different functional areas and strategic initiatives.

Who You Are

• B.S. or B.A.