Sr. Financial Analyst
Platform ScienceSalary not specified
- Full Time
- Senior (5 to 8 years)
$110,000 – $135,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Insurance, FintechIndustries
Requirements
Candidates should possess a Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field, and have at least five years of experience as a Financial Analyst, preferably in a SaaS or technology environment. Strong financial modeling skills, proficiency in Excel, and experience with financial planning tools like Anaplan or Pigment are essential. Experience with SaaS financial metrics (ARR, CAC, LTV, net revenue retention) is highly desirable.
Responsibilities
As a Senior Financial Analyst, you will build and maintain complex financial and decision-making models, delivering insights and actionable recommendations to executives. You will serve as a key liaison to executive leadership, presenting analysis and supporting strategic initiatives. You will partner with functional leaders and budget owners to provide operational analysis and improve forecasting accuracy. You will support quarterly and annual budgeting cycles, dynamic forecasting, and long-range strategic planning. Additionally, you will develop insights leveraging key SaaS financial metrics, assist in the preparation of Board materials, and support ad hoc financial analyses and cross-functional projects.
Skills
Financial Modeling
Data Analysis
Strategic Planning
Forecasting
Business Performance Analysis
SaaS Financials
Executive Communication
Bestow
Digital platform for life insurance solutions
About Bestow
Bestow offers a digital platform for purchasing life insurance, focusing on making the process quick and easy for individuals. Their technology streamlines the application process using advanced underwriting methods, allowing customers to receive instant decisions on their coverage. Bestow's software manages the entire insurance lifecycle, which helps reduce costs and enables the rapid launch of new insurance products. Additionally, the company utilizes data solutions to enhance customer data for better marketing strategies and audience targeting. Unlike traditional insurance providers, Bestow emphasizes a user-friendly experience and affordability, with coverage starting at $11 per month. Their goal is to provide accessible life insurance while maintaining high customer satisfaction, as evidenced by their excellent ratings and A+ Better Business Bureau score.
Key Metrics
Dallas, TexasHeadquarters
2017Year Founded
$133.8MTotal Funding
SERIES_CCompany Stage
Data & Analytics, FintechIndustries
201-500Employees