Senior Manager, Financial Planning & Analysis

Beam • USA

Company

Beam

Location

USA

Type

Full Time

Job Description

About Beam:
Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience.

Joining Beam Benefits Means:
-Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels
-Collaborating with a diversely skilled team to continuously improve
-Being empowered as an owner and expert
-Being motivated by improving how people access employee benefits



What We're Looking For:
Beam’s Financial Planning & Analysis (FP&A) team empowers the company with data-driven insights and recommendations. We develop financial models, perform data analytics, and manage strategic planning and forecasting. We value integrity, technical prowess, creative thinking, energy, and emotional intelligence.

We are looking for a Senior Manager of FP&A to join us and make a major impact across all areas of Finance. This role will be instrumental in building, iterating, and scaling our team and financial strategies, with a specific focus on driving budgeting, forecasting, and financial reporting processes. The ideal candidate will have hands-on experience with FP&A software and will help us implement and optimize tools like the Netsuite module or Planful/Adaptive.


What You Will Bring:
  • Enthusiasm for solving problems and working collaboratively
  • Advanced Excel skills with strong analytical capabilities
  • Ability to translate complex financial analysis into actionable insights and recommendations
  • Excitement about collaborating cross-functionally and driving discussions
  • Strong attention to detail and excellent organizational skills
  • An entrepreneurial mindset with a drive to improve processes and push for innovation
  • Experience with FP&A software and a desire to lead the implementation of Netsuite, Planful, Adaptive, or similar systems


    • What You Will Do:
  • Lead the development of efficiencies and process improvements within the team’s work streams, including financial model creation, refinement, and maintenance
  • Drive the implementation and optimization of FP&A tools like the Netsuite module or Planful/Adaptive to improve financial reporting, budgeting, and forecasting processes
  • Coordinate fundraising and other capital activity effortsDevelop, coordinate, and report budgets and forecasts for individual departments
  • Analyze and interpret financial and operational data sets to answer strategic questions and support the financial analysis needs of the business
  • Provide senior management with budgets and periodic forecasts, including profit and loss (income statement) reporting
  • Manage financial aspects of special projects by identifying key drivers, conducting analyses, and presenting conclusions
  • Lead monthly financial reporting and variance analysis
  • Oversee annual budgeting and forecasting cycles, including re-forecasting processes
  • Prepare ad-hoc financial reports as needed to support management decisions


    • Minimum Qualifications:
  • BA/BS degree and 8+ years of experience in corporate finance, management consulting, transaction services, or investment banking
  • Proven FP&A experience within established businesses, ideally in the consumer digital sector
  • Hands-on experience with FP&A software like Netsuite, Planful, Adaptive, or similar systems
  • Experience with insurance, structured finance, or SaaS is preferred but not required
  • Familiarity with Salesforce, SQL, Tableau, VBA, or Python is a plus
  • Strong knowledge of budgeting, forecasting, and performance analysis processes, including annual budgets and monthly forecasts
    • Compensation and Benefits:
    -Competitive base salary with attractive variable compensation structure
    -Performance-based bonuses and incentives
    -Comprehensive benefits package, including health, dental, and vision insurance
    -401(k) plan with company match
    -Flexible time off
    -Opportunity to participate in Beam's equity program
    Apply Now

    Date Posted

    10/23/2024

    Views

    0

    Back to Job Listings ❤️Add To Job List Company Info View Company Reviews
    Positive
    Subjectivity Score: 0.8

    Similar Jobs

    Events Marketing Specialist - Finalsite

    Views in the last 30 days - 0

    Finalsite a leading community relationship management platform for K12 schools is seeking a highly organized and detailoriented Events Marketing Speci...

    View Details

    Group Product Manager - Demand Generation - HubSpot

    Views in the last 30 days - 0

    HubSpot is seeking a Group Product Manager for Demand Management to lead the vision and strategy of the internalfacing product group The role involves...

    View Details

    National Strategic Channel Director - Vonage

    Views in the last 30 days - 0

    Vonage a leading provider of UCaaS and CCaaS is seeking a National Strategic Channel Director to develop and expand channel partnerships drive revenue...

    View Details

    Mobile Engineering Manager - Mobile Retention - Dropbox

    Views in the last 30 days - 0

    Dropbox is seeking a Mobile Engineering Manager to lead a team of iOS and Android engineers working on the Dropbox apps The role involves managing cri...

    View Details

    Commercial Account Executive - Mid Market - MariaDB plc

    Views in the last 30 days - 0

    MariaDB is a leading database for modern application development used by 75 of the Fortune 500 and billions of people daily The company is seeking a C...

    View Details

    Account Manager - SMB - Syndigo

    Views in the last 30 days - 0

    The Syndigo Account Manager SMB role involves managing client relationships creating strategies and ensuring value delivery The individual will work c...

    View Details