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 Vice President of Finance, this role will be responsible for supporting Pie’s senior business leaders, acting as a trusted advisor to help them forecast, budget, analyze, manage, grow, and optimize their functions. This involves partnering with leadership and department owners, leading financial planning processes, developing management reporting/dashboards and related reporting, providing business insights, and providing ad hoc analysis and other business partner support.
How You’ll Do It
Business Partner Support and Analysis
Proactively partner with department leaders, your Business Partners 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
Budgeting and Forecasting
Develop annual, quarterly and monthly financial forecasts
Build dynamic headcount and other opex forecasts and support/educate Business Partners in the headcount forecasting process and management to budget
Work closely with the People and Talent team to inform headcount, hiring, and compensation decisions
Collaborate with other Finance colleagues to inform near- and long-term financial forecasts
Reporting
Compile monthly, quarterly, and annual variance analysis and dig into variances; identify risks and opportunities to the budget and forecast; close the loop with identifying areas of improvement for our financial forecasts, utilizing key learnings to enhance our forecasting approach and methodologies
Track and report on relevant KPIs to analyze business trends and provide financial insights
Drive initiatives to continuously improve and automate forecasting and reporting tools and processes
The Right Stuff
A Bachelor’s Degree in Finance, Business, Economics, Accounting or related fields is required.
6+ years of relevant experience in the areas of Finance or Accounting is preferred.
4+ years of experience in Financial Planning and Analysis (FP&A)Insurance industry experience is preferred.
Advanced modeling skills for use in forecasting and budgeting.
Strong finance acumen with a high attention to detail.
Expertise in variance analysis and related commentary (budget vs actuals and vs forecast)
Highly analytical with a natural curiosity for the “why” behind company metrics and KPIs
Strong 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 proficiency in Excel and PowerPoint.
Excellent interpersonal, oral/written communication skills, with the ability to build trusted relationships with business stakeholders.
Looker, Intacct, Adaptive and Workday experience or experience with related tools is a plus.
Base Compensation Range
$105,000—$130,000 USD
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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Pie Insurance Announces $315 Million Series D Round of Funding
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Pie Insurance Named a Leading Place to Work in Colorado
#BI-REMOTE
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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