Senior Financial Analyst

🔥 7 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $106.7k - $133.4k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Root Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2015

💸 Finance

👥 B2C

💰 $200M Post IPO debt on 2024-11

Finance • B2C

Root Inc. is an auto insurance company that uses a mobile app and smartphone sensor telematics to measure driving behavior and price policies primarily based on how safely customers drive. The company offers a "test drive" period to gather driving data, provides in-app quotes, policy management, and claims filing, and sells roadside assistance and other coverages across many U. S. states. Root targets consumer drivers (B2C) seeking usage-based insurance and emphasizes savings for safer drivers.

📋 Description

• Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making. • Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers. • Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets. • Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness. • Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning. • Support the governance and enhancement of the FP&A teams Enterprise Performance Management tool (Anaplan) • Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps. • Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, with a focus on financial impact, scalability, and alignment to company priorities. • Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement opportunities across the Product Delivery organization. • Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations with clarity and precision. • Help improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness.

🎯 Requirements

• 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function. • A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field. • Experience in P&C insurance strongly preferred • Experience in support of Engineering, Business Development, and Marketing organizations preferred. • Advanced Microsoft Office and Google Workspace skills required • Experience with Enterprise Performance Management software required. • Experience with Anaplan strongly preferred • Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams. • Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation. • Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics. • Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations. • Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders. • High attention to detail, strong ownership mindset, intellectual curiosity, and a continuous improvement orientation.

🏖️ Benefits

• Eligible for Competitive Bonus & Equity Offering • Support for working in whatever location works best for you across the US