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Principal Financial Analyst
Beam Benefits
- New York, New York, United States
- New York, New York, United States
Über
We are looking for a
Principal Financial Analyst
to serve as a senior individual contributor and trusted partner to Finance leadership. This person will own our most complex and high-visibility financial workstreams, set the technical bar for the team, and help shape how Beam plans, prices, and evaluates growth opportunities, with direct influence on executive and board-level decisions.
What You Will Bring:
You are an advanced Excel modeler with deep experience designing scalable, auditable financial models that others on the team rely on
You are proficient in SQL and at least one BI tool (Tableau, Looker, or similar) and are comfortable working with large, imperfect datasets directly from the data warehouse
You translate ambiguous business questions into structured analytical frameworks and communicate findings clearly to executives, the board, and investors
You have a track record of leading cross-functional initiatives and driving alignment across Finance, Revenue, Product, and Operations
You mentor and develop analysts on the team, raising the quality bar through example, model review, and coaching
You pair deep attention to detail with strong commercial judgment about where precision matters and where speed matters more
You have an entrepreneurial, ownership mindset and identify and solve problems without being asked
What You Will Do:
Own the strategic pricing function end-to-end, including the design and governance of our pricing models, deal-level analysis on our largest and most complex accounts, and pricing strategy in partnership with Revenue leadership
Lead long-range planning, annual budgeting, and quarterly reforecasting processes, partnering directly with the CFO, senior leadership, and business unit owners
Serve as the finance lead on our most complex strategic initiatives, including M&A analysis, new product launches, market expansion, and major partnerships, and present recommendations to the executive team and board
Build and maintain our most critical financial and operational models, including unit economics, LTV/CAC, cohort profitability, and capital planning, and set the modeling standards the rest of the FP&A team follows
Deliver executive, board, and investor-ready analyses and narratives that turn complex data into clear recommendations
Mentor and develop analysts across the FP&A team through model review, coaching on analytical approach, and support for professional growth
Partner with Data, Accounting, and Revenue Operations to improve the underlying data infrastructure that FP&A relies on
Identify opportunities to improve the FP&A function itself, including process, tooling, and reporting, and lead those improvements to completion
Minimum Qualifications:
BA/BS degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field
6+ years of progressive experience in corporate FP&A, management consulting, transaction services, investment banking, or private equity, with senior or lead individual contributor experience preferred
Advanced financial modeling in Excel, including scenario and sensitivity analysis, cohort and unit economics modeling, and large multi-sheet model design
Strong SQL skills and experience working directly with data warehouses
Demonstrated experience presenting to executive leadership, board members, or investors
Proven track record mentoring analysts and leading cross-functional work
Preferred Qualifications:
MBA, CFA, or CPA
Experience in insurance (especially employee benefits, ancillary benefits, or health insurance), structured finance, or high-growth SaaS
Experience with Salesforce, Tableau or Looker, Python or R, and VBA
Experience with financial planning tools such as Anaplan, Pigment, Workday Adaptive Planning, or Planful
The pay range for this role is:
120,000 - 140,000 USD per year (Remote (United States))
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Sprachkenntnisse
- English
Hinweis für Nutzer
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