FP&A Lead, Insurance

Drive Financial Performance Through Comprehensive Financial Planning and Analysis

About At-Bay

At-Bay is the world’s first InsurSec provider designed from the ground up to help businesses tackle cyber risk head on. By combining industry-leading insurance with world-class cybersecurity technology, At-Bay offers end-to-end prevention and protection for the digital age. With 98% of cyber insurance claims in the past five years coming from small and mid-size businesses with revenue under $2B, providing an integrated solution to help manage risk is more critical than ever.

At-Bay helps its 40,000+ customers close their security technology and skills gap — all through their cyber insurance policy — making them less likely to be hit with a ransomware attack. As a full-stack insurance company, At-Bay offers multiple lines of specialty insurance, including Cyber, Tech E&O, and Miscellaneous Professional Liability (MPL) policies.

Why you should join our Financial Planning and Analysis team:

You will join a talented and experienced team committed to providing world class financial planning and analysis. Further, the Finance leadership team is dedicated to fostering an environment that supports professional growth and development. The Financial Planning and Analysis team unlocks value for the organization through budgeting and forecasting, long-range and capital planning, resource optimization, and strategic initiative analysis.

Role overview:

We are seeking a highly skilled and detail-oriented Financial Lead to join our team. The ideal candidate will possess strong analytical abilities, excellent communication skills, and a deep understanding of financial principles. As a Financial Lead, you will play a pivotal role in supporting strategic decision-making and driving financial performance through the following key responsibilities:

• Actively engage in the creation and implementation of departmental and organizational budgets, ensuring alignment with strategic goals and financial resources.

• Contribute to long-range financial planning, including multi-year modeling and scenario analysis to support strategic decision-making and capital allocation.

• Develop and maintain cash flow forecasts using financial modeling and data analysis to support liquidity management and investment decisions.

• Monitor and analyze actual financial performance against budgeted and forecasted results, identifying variances and recommending corrective actions.

• Prepare detailed financial reports and presentations, providing insights and recommendations to senior management and stakeholders.

• Conduct variance analysis to help identify budgeting blind spots, and ROI and profitability analyses; ultimately you’ll support data-driven decision making.

• Participate in the maintenance and administration of the budgeting software platform.

How you’ll make an impact:

By 3 months…

• Familiarize yourself with the organizational structure, key stakeholders, and reporting lines.

• Learn At-Bay’s financial systems and tools, including ERP software, budgeting software, data analytics platforms, and reporting dashboards.

• Develop an understanding of At-Bay’s key financial analysis techniques including key ratios, variance analysis, and financial modeling.

By 6 months...

• Gain a comprehensive understanding of At-Bay’s operations, products, and distribution channels to better understand how various departments and functions drive financial performance.

• Build relationships across the organization, establishing effective lines of communication for financial planning and analysis.

• Develop a deeper understanding of the company's industry, competitors, and market trends.

What you’ve accomplished already:

• Conducted thorough financial analysis, including budgeting, forecasting, and variance analysis at a P&C Insurance carrier.

• Helped prepare detailed financial reports and presentations for senior leaders.

• Collaborated cross-functionally to gather relevant financial data and insights.

• Performed ad hoc analysis as needed, to support business objectives.

• You’re proficient with various financial planning and business intelligence (BI) tools, including but not limited to Planful and Tableau.

Our estimated base pay range for this role is $130,000-$150,000 per year. Base salary is determined by a variety of factors including but not limited to market data, location, internal equitability, domain knowledge, experiences and skills. In general, if the position sparks your interest we encourage you to apply - our team prioritizes talent.