Bamboo Insurance · 6 hours ago
Vice President of Finance
Bamboo Insurance is seeking a Vice President of Finance to lead various finance and reporting functions. This role involves overseeing financial planning, budgeting, forecasting, and performance analysis, while partnering closely with executive leadership to shape financial decisions and ensure alignment with business objectives.
Financial ServicesInsuranceProperty Management
Responsibilities
Leads the development of the company’s financial plans and budgets, ensuring broad alignment of outcomes and strategic goals. This includes creating the annual business plan, periodic reforecasts and long-term financial models
Leads the development of performance dashboards and reports to track key metrics and define & drive operational efficiencies
Works closely with the executive team to build consistent analysis for potential strategic initiatives, ensuring that financial considerations are embedded in all critical business decisions
Builds and presents monthly, quarterly and annual financial reports in internal, executive & board level meetings
Owns financial reporting to external customers and partners
Manages non-financial reporting and analysis, including monthly KPIs and commission reporting across business segments
Work with functional leads to establish annual budget and track actual performance relative to the budget
Work with cross-functional partners to track costs and benefits of core business initiatives
Build and mentor a high-performing finance team capable of scaling with & driving sound financial decisions across the business
Qualification
Required
Excellent Microsoft Excel skills
Detail oriented with strong analytical and problem-solving skills
Excellent communication and presentation skills; able to clearly convey financial information to non-financial audiences
Proven ability to build strong cross-functional relationships and influence at all levels of the organization
Proficient in effectively planning and prioritizing work activities
Ability to work with technology platforms, including Microsoft Office Suite
Strong understanding of insurance products, policies, and services
Proficiency in financial modeling, especially in the P&C industry
Bachelor's Degree in Finance, Accounting, or related field
10+ years of progressive experience in FP&A, including leadership roles
7+ years' Property and Casualty insurance experience
Preferred
15+ years experience working in FP&A
Charted Financial Analyst or MBA
Advanced knowledge of Microsoft Excel (ie Pivot Tables, Vlookups)
Company
Bamboo Insurance
We're a modern, customer-focused insurance provider dedicated to simplifying the insurance experience. NPN 18657046. CA License #0M31082.
Funding
Current Stage
Growth StageTotal Funding
$28.5MKey Investors
Eos Venture Partners
2025-10-03Acquired
2022-09-19Series A· $16M
2020-10-10Series Unknown· $4M
Recent News
Columbia West
2025-12-13
PR Newswire
2025-12-08
2025-11-07
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