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FP&a Analyst Insurance
Posted on 4/7/2022
Charlotte, NC, USA
Experience Level
Desired Skills
Data Analysis
  • 2+ years of relevant work experience (FP&A at high-growth tech companies, investment banking or corporate finance)
  • Bachelor's degree in Economics, Finance, Business, Math or other related field
  • Highly proficient in the Microsoft Office and the Google Doc suites
  • Self-starter, intellectually curious and a fast learner
  • Ability to build complex financial models for forecasting and analysis
  • A strong, analytical background with experience navigating large datasets and synthesizing findings
  • Effective communicator at connecting the dots between historical trends and product/business development
  • Experience with Looker or other data visualization tools
  • Lead financial and strategic planning processes (e.g. monthly business reviews, forecasts, annual budget) for a vertical
  • Partner with cross-functional teams (BizOps, Analytics, BD, Marketing, Data and Product) to build driver-based models to forecast revenue and expenses
  • Develop business metrics and build dashboards to create meaningful insights and actionable recommendations
  • Improve predictability of the business by continuously improving, automating and scaling forecast processes and methodologies
  • Identify and quantify financial or operational risks and opportunities to the business
  • Support ad-hoc projects such as evaluating the financial viability of new product launches, advising on trade-offs of investments and understanding business model changes
Credit Karma
Company Overview
Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.