FP&a Analyst Insurance
Posted on 4/7/2022
INACTIVE
Locations
Charlotte, NC, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Data Analysis
Marketing
Looker
Requirements
- 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
Responsibilities
- 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
Company Overview
Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.