Manager, Strategic Finance

Seattle, WA or Remote

Assurance IQ, LLC logo
Assurance IQ, LLC
Life is full of opportunities, and at Assurance, we'll help you quickly find the insurance and financial solutions that best fit your unique needs.
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About AssuranceAssurance IQ is a technology company headquartered in Seattle. We were acquired by Prudential (NYSE: PRU) to further the joint mission of improving financial wellness across the world.
Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform. We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives. We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique. This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.
At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions!
The Assurance Finance team is seeking a Manager to join the Strategic Finance group who thrives in a fast-paced, analytical, and collaborative environment, supporting an innovative and rapidly growing company disrupting the insurance and personal finance sector. The Manager will report to the Director of Finance and will play an important role for the company in leading and owning the financial planning and analysis for our P&C and Personal Finance verticals, leading the preparation of C suite-level performance report-outs, support the multi-year forecast process, building out technology-enabled forecasting capabilities, as well as ad hoc strategic projects and analyses to help the business achieve its growth objectives.
In this role, the successful candidate will gain an understanding of the business model, key drivers of financial performance, and customer value proposition of our business, all while helping drive operational and financial efficiencies with data driven analysis and insights. As owner of the forecast process and financial operating models for these business units, you will work directly with the business unit P&L leaders to help them craft and execute against their plans, all the while improving the accuracy and analytics of the forecast process. The successful candidate will partner effectively with with Data Science, Marketing, Product, and Sales Distribution to accomplish these objectives. The candidate will also be a key member of the team who will be building new technology and forecasting tools to improve business transparency, analytics, and automation.
Both Assurance and its Finance team are built upon a foundation of world-class technology, data science, and human talent that are combined to solve tough business and customer problems through the generation of insights and execution. The successful candidate thrives in an ever-changing environment and loves to dive deep into the details to draw insights that drive valuable business outcomes.

Responsibilities

  • Own the financial planning process for the P&C and Personal Finance business verticals
  • Utilize sophisticated data and BI tools, including Tableau and Looker, to analyze large scale datasets and translate business problems into operating financial models to drive business recommendations
  • Build, maintain and improve the forecast accuracy of financial and operating models for each line of business
  • Help lead forecast transformation initiatives leveraging advanced software tools
  • Develop and analyze daily and weekly marketing lead supply/demand projections across marketing channels
  • Monitor daily performance across business lines and build/enhance dashboards to assist in performance tracking
  • Own daily forecast dashboards to ensure up-to-date tracking for performance management
  • Maintain detailed competitor analysis on financial performance, product, and corporate strategy
  • Ad hoc analysis and projects

Qualifications

  • Bachelor's degree required - preferably in Business, Finance, Economics, Accounting, or a related quantitative field (CFA, CPA, MBA, or progress towards preferred)
  • At least 5 years of experience in finance, accounting, consulting, or investment banking roles
  • Experience with database and BI tools such as SQL query, Tableau, Power BI, and Looker
  • Advanced Excel and modeling skills with demonstrated capabilities
  • Strong communication, presentation, and PowerPoint skills

Preferred Attributes and Experience

  • Experience with Anaplan is a plus
  • Open minded, curious, and eager to learn
  • Detail-oriented with the ability to work independently
  • Ability to apply critical thinking and analytic skills to formulate recommendations and resolve problems
  • Ability to research, analyze and interpret complex data and formulate recommendations
  • Able to grasp and apply new concepts quickly
  • Collaborative and team-oriented, able to work effectively with cross-functional teams
  • Ability to effectively prioritize concurrent responsibilities and meet timelines
Job region(s): North America
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