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Beam Benefits · 3 months ago

Vice President, Financial Planning & Analysis

United States

Full-time

Remote

Senior Level, Lead/Staff

$250K/yr - $290K/yr

8+ years exp

Beam Benefits is a digitally-led employee benefits company modernizing the dental benefits industry through technology. The Vice President of Financial Planning & Analysis will oversee the company's global FP&A operations, leading strategic planning, forecasting, and financial analysis to support business decisions and manage a team of financial analysts.

DentalFinancial ServicesInsurance

Responsibilities

Lead the coordination with business leaders to develop future business plans, including booking, revenue, and expenses alongside Revenue and Operations leadership

Lead in annual strategy and business planning, working with senior management and senior leadership to develop bookings, revenue and expense budgets

Manage and improve various reporting cycles, leading the monthly forecasting process, including full P&L ownership and presentation to the Senior Leadership and the board

Work closely with the VP, Controls on cash management and cash flow forecasting

Support M&A and integration efforts, including due diligence and integrating acquired companies into the Sovos forecasting and reporting framework, process and timelines

Direct the daily activities and the career development of team members

Qualification

FP&A experienceFinancial modelingData analyticsCorporate financePlanning processesSalesforceSQLTableauVBAPythonEmotional intelligenceOrganizational skillsCreative thinking

Required

Masters degree in Accounting or similar field

8+ years of experience in corporate finance, management consulting, transaction services, or investment banking

FP&A experience gained within established businesses, ideally within the consumer digital or insurance sector

Strong knowledge of planning and business performance processes, including annual budget, monthly forecast and periodic business reviews

Preferred

Experience with insurance, structured finance, or SaaS is preferred, but not required

Experience with Salesforce, SQL, Tableau, VBA, or Python is a plus

Benefits

Health, dental, and vision insurance

401(k) plan with company matching

Flexible time off

Opportunity to participate in the equity program

Company

Beam Benefits

At Beam Benefits we are simplifying and modernizing employee benefits through our intuitive digital platform, self-service tools, and AI-powered underwriting.

Founded in 2012

Columbus, Ohio, USA

201-500 employees