Pie’s mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.
Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by
core values and operating principles that guide every decision we make.
Reporting directly to Pie’s Senior Director of FP&A and Business Partnering, this business-critical role will be responsible for leading Pie’s financial Close and consolidation process along with supporting key operational business teams, acting as a trusted advisor to the departmental leaders and helping them to analyze, manage, grow, and optimize the business. This involves partnering with the finance leadership team and department owners, leading and improving the monthly financial Close process, supporting the planning processes, ad hoc analysis, developing key management reporting/dashboards, and assisting with analytics/reporting architecture.
How You’ll Do It
- FP&A Consolidation & Systems
- Lead and enhance the monthly financial Close process and prepare presentation material for our monthly results to senior management
- Lead the financial forecast consolidation process and create supporting material for senior management
- Own and improve Adaptive Insights, leading through change and support adoption for automated reporting and better business insights
- Work with the broader finance team to consolidate the annual plan with a focus on the underlying assumptions and drivers of growth and profitability.
- Drive and manage portions of our quarterly Board of Director materials with a constant focus on improving the quality of the materials
- Work closely with the People and Talent team to inform headcount, hiring, and compensation decisions
- Collaborate with Strategic Finance colleagues to inform near- and long-term financial forecasts
- Business Partner Support and Analysis
- Proactively partner with assigned Business Partner departments to provide financial management and decision-making support including the allocation of resources against strategic objectives
- Lead and conduct strategic and analytical projects in collaboration with Business Partners to build business cases, identify new investment or cost saving opportunities, optimize internal processes, etc.
- Provide Business Partners advice on reaching business growth and efficiency goals while staying within budget
- Serve as the connective tissue across teams, creating and strengthening cross-functional relationships
- Provide financial expertise and support to evaluation and negotiations with key vendors and strategic partners
The Right Stuff
- Bachelor’s Degree is required. A degree in Finance, Business, Economics, Accounting or related fields is preferred.
- 6+ years of experience in Financial Planning and Analysis (FP&A) is preferred.
- 1+ years of managing a Financial Planning System, preferably Adaptive Insights
- Advanced modeling skills for use in forecasting and budgeting.
- Strong finance acumen and financial analysis skills with a high attention to detail.
- Exceptional analytical skills and natural curiosity for how a company’s financial metrics and KPIs indicate its inner workings with a preference to base decisions on data and ROI.
- Ability to identify areas of opportunity and drive projects from planning to completion.
- Experience in managing multiple work-streams end-to-end along with working across multiple functions and teams.
- Advanced Excel and PowerPoint skills are required.
- Excellent interpersonal, oral/written communication skills, with the ability to build trusted relationships with business stakeholders.
Base Compensation Range for position: $115,000 - $160,000
Compensation & Benefits
- Competitive cash compensation
- A piece of the pie (in the form of equity)
- Comprehensive health plans
- Generous PTO
- Future focused 401k match
- Generous parental and caregiver leave
- Our core values are more than just a poster on the wall; they’re tangibly reflected in our work
Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.
Location Information
Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver or DC office and from home. Remote team members must live and work in the United States* (*territories excluded), and have access to reliable, high-speed internet.
Additional Information
Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.
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