Head of FP&a
Confirmed live in the last 24 hours

201-500 employees

Digital brokerage for intelligent business insurance
Company Overview
Embroker, a leading digital insurance brokerage, combines technology with broker expertise to provide businesses with efficient and tailored coverage solutions, demonstrating a competitive edge in the $800 billion P&C insurance market. The company's customer-centric approach, as evidenced by their personalized service and commitment to finding the best value for clients, fosters a culture of trust and reliability. Recognized by Goldman Sachs and CB Insights for shaping the future of finance, Embroker's industry leadership is clear.

Company Stage

Series C

Total Funding





San Francisco, California

Growth & Insights

6 month growth


1 year growth


2 year growth

Experience Level
Desired Skills
Financial analysis
Business & Strategy
Finance & Banking
  • You have 10+ years of professional experience in an financial analysis role at a high-growth startup, insurance company, or investment banking, consulting, private equity, or venture capital firm
  • You have a highly analytical mindset and strong attention to detail; you are comfortable working with large quantities of unstructured data and can combine qualitative / anecdotal data with quantitative data to drive actionable insights
  • You have a “roll up your sleeves” approach to both working in the details of financial models, data warehouses and designing reporting
  • You have built and scaled FP&A teams encouraging team development and growth while attracting and retaining the highest caliber of talent
  • You have strong communication skills and experience working directly with stakeholders across an organization to analyze problems, propose recommendations, and implement solutions
  • You are comfortable in a fast-paced, rapidly changing, and ambiguous environment
  • You have strong organizational skills and are able to manage competing deadlines for various stakeholders simultaneously
  • You have excellent Microsoft Excel / Google Sheets skills and a basic understanding of (or a willingness to learn) SQL and / or Looker
  • Be a strategic partner to the CEO, CFO, Executive Team and teams across the organization to help answer complex, cross-functional questions and identify areas of opportunity that influence Embroker's strategic direction
  • Own Embroker's bottoms-up financial plan and forecast model, including accurate financial reporting, and help adapt the model as needed for the growing complexity of the business
  • Prepare department-level targets, KPIs and P&Ls that business leaders will be held accountable for and keep a close pulse on Embroker's overall performance relative to plan on a monthly and quarterly basis; identify discrepancies quickly and work with relevant teams to understand the root cause and iterate, as necessary
  • Build and support management reporting at Embroker, including deep dives that support opportunities for growth and margin improvement across products, distribution channels, and functions
  • Serve as a stakeholder in decisions on new growth opportunities and prepare quantitative and qualitative analyses to support build, buy, or partner decisions
  • Work closely with product and vertical owners to develop a deep understanding of each of Embroker's digital products and bespoke coverage solutions including their key drivers of growth along all aspects of the funnel
  • Drive and implement continuous improvement initiatives into all forecasting and budgeting processes, reporting, and modeling
  • Engage with leaders to support fundraising efforts and regularly prepare materials for use in board and / or investor presentations