Vice President, Financial Planning and Analysis

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🕒 September 18, 2025

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Beam Benefits

WebsiteLinkedInAll Job Openings

201 - 500 employees

🧘 Wellness

Insurance • Wellness

Beam Benefits is a company focused on modernizing employee benefits for today's workforce. They provide a variety of insurance products, including dental, vision, life, disability, and supplemental health benefits. Beam Benefits aims to simplify the employee benefits process using digital tools for quoting and plan management, making their offerings easy to understand and use. They work closely with brokers, employers, providers, and members to ensure seamless implementation and support. Their innovative Beam Perks program rewards members for positive wellness habits with the help of their smart Beam Brush technology.

📋 Description

• Lead the coordination with business leaders to develop future business plans, including booking, revenue, and expenses alongside Revenue and Operations leadership • Lead in annual strategy and business planning, working with senior management and senior leadership to develop bookings, revenue and expense budgets. • Manage and improve various reporting cycles, leading the monthly forecasting process, including full P&L ownership and presentation to the Senior Leadership and the board. • Work closely with the VP, Controls on cash management and cash flow forecasting. • Support M&A and integration efforts, including due diligence and integrating acquired companies into the Sovos forecasting and reporting framework, process and timelines. • Direct the daily activities and the career development of team members.

🎯 Requirements

• Masters degree in Accounting or similar field • 8+ years of experience in corporate finance, management consulting, transaction services, or investment banking • FP&A experience gained within established businesses, ideally within the consumer digital or insurance sector. • Experience with insurance, structured finance, or SaaS is preferred, but not required • Experience with Salesforce, SQL, Tableau, VBA, or Python is a plus • Strong knowledge of planning and business performance processes, including annual budget, monthly forecast and periodic business reviews.

🏖️ Benefits

• Beam offers a competitive base salary paired with an attractive variable compensation structure. • Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program.