Senior Manager - Strategic Finance

September 27

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Unqork

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SaaS for Life, P&C, Annuities, and Specialty Insurance • End-to-end process automation and digitization • Insurance quoting and applications • Asset and wealth management account opening • Underwriting automation

201 - 500

💰 Venture Round on 2021-01

Description

• Report to the Sr. Director, Strategic Finance • Manage & provide career development to 2 direct reports • Manage & own the company’s long range financial plan, as well as annual & quarterly forecasting • Provide scenario analysis to facilitate discussions when faced with different strategic business decisions • Lead the annual budgeting process in partnership with senior leadership • Partner with the various business leaders to help set and track KPIs • Prepare and deliver monthly management presentations for leadership to analyze results and forecasts, build narratives that describe business strategy and performance, assess business risks and operating health, and align with cross-functional teams for effective solutions • Assist in the preparation of quarterly Board of Directors & investor materials • Provide various ad hoc reports and analysis to assist in the needs of the business and leadership • Be a finance thought leader that can drive change and alignment across the organization

Requirements

• 7+ years of experience in a corporate finance or FP&A setting, preferably with experience in investment banking or FP&A at a technology/SaaS company • Bachelor's degree in finance, engineering, accounting, economics, data analytics, or another quantitatively leaning field • Proven track record of developing and managing complex financial models • Familiarity with the SaaS operating model and related KPIs • Ability to think strategically and see the "big picture," while maintaining a strong attention to detail and ensuring high-quality execution in work product • Demonstrates experience driving critical decisions with senior leaders, able to anticipate the relevant information and data needed to empower decision-makers to move the business forward • Strong organizational skills, with the ability to manage short and longer term projects simultaneously • Excellent verbal and written communication and presentation skills, effectively influencing senior stakeholders and narrating models and results to senior leaders in a useful, concise, and outcome-oriented way • Can thrive in a fast-growing environment with a flat organizational structure, someone who can both manage and individually contribute; must be motivated, focused, flexible, and be able to work autonomously • Outstanding proficiency with Excel; sophisticated financial modeling skills

Benefits

• Work from home with a remote-first community • Unlimited PTO (and the encouragement to use it) • Student loan payback program • 100% employer-covered medical, dental, and vision options available to you and your dependents • Flexible Spending Account (FSA) • Monthly stipend toward your WFH setup, vacation, development and more • Employer-sponsored 401(k) with contribution match • Robust DEI Program that compensates ERSG leaders for their efforts • Subsidized ClassPass Membership • Generous Paid Parental Leave • Join Aerodei at Unqork, where we track and report on diversity, equity, and inclusion efforts