Manager, FP&A

| Greater NYC Area

Want to help people get the financial protection they need — and feel confident in their choices? Policygenius is a NYC-based tech startup that makes it easy to compare and buy insurance online. Since 2014, we’ve raised over $52 million of venture capital, established ourselves as a pioneer in Fintech and helped more than 4.5 million people get vital coverage for their families.

We're rapidly growing and looking for people with grit, great attitudes and creative problem-solving skills to join our powerhouse team. Come see why we were voted one of INC's best workplaces of 2018!

About the role...

The Finance team is at the heart of everything Policygenius does. We ensure that financial performance is forecasted and tracked and that each department has the financial data it needs to solve important problems and make strategic decisions. This role will work closely with other stakeholders across Policygenius to bring the finance mindset to all of our company initiatives. Reporting into the VP of Finance, you will have a unique opportunity to play an integral role in developing Pg’s financial strategy and solving new challenges in a fast-growing company!

You will...

  • Build the foundation for our FP&A operations to enable better decision-making and deliver deeper analysis on faster timelines for all departments
  • Lead company-wide annual and monthly forecasting processes, including the development of budgets and financial targets
  • Support colleagues on financial issues impacting their areas of accountability and help build/enhance reporting to provide insights and analysis for key stakeholders
  • Maintain our analysis and budgeting process with input and guidance from senior leadership
  • Collaborate with the Assistant Controller to analyze and report out on budgeted results and when necessary, reforecasting to shape decision-making
  • Provide accurate, timely, and actionable monthly reporting on key business metrics to operating teams, company leadership, and other groups as necessary

You have...

  • A Bachelor’s degree and 5+ years of financial planning and analysis or private equity or investment banking experience
  • Superior analytical and problem-solving skills and the ability to multi-task; demonstrated success working in an independent, deadline-driven environment
  • A passion for numbers & precision; you understand the importance of company financials and do not compromise on accuracy
  • Advanced modeling and presentation skills; experience in Excel, Google Docs, and Quickbooks or similar system
  • Knowledge of financial statement analysis
  • Excellent customer focus, a service mentality, and the desire to partner with internal stakeholders
  • Extraordinary written and verbal communication skills
  • An energetic, go-getter mentality, a “no job too big or small” attitude, and a passion for the Policygenius mission

You’ll get...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Flexible PTO
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
  • Dog companionship
  • Some fun surprises when you join… (Shhh… It’s a secret!)
Read Full Job Description

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • PostgreSQLDatabases
    • BigQueryDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SketchDesign
    • UXPinDesign
    • TableauDesign
    • MouseflowDesign
    • Respondent.ioDesign
    • Usertesting.comDesign
    • ZeplinDesign
    • PrincipleDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClubhouseManagement
    • IterableEmail
    • LitmusEmail

Location

In the heart of the Flatiron district! Conveniently located near several NYC subway stops, the NJ Path train, and a short walk to Penn Station.

An Insider's view of Policygenius

What’s the vibe like in the office?

Think: startup meets productive adult office. The fridge is stocked with La Croix and there's usually a dog or two running around, but there's no ping pong. Everyone works hard and takes the job seriously. Strict "no chuckleheads allowed" policy. People are cool and from a really wide range of backgrounds.

Adam

Senior Product Manager

What kinds of technical challenges do you and your team face?

All of the normal challenges of building a modern (fairly cutting edge actually, if I do say so myself), scalable tech stack, just with the added twist of integrating with a bunch of fairly archaic APIs. The insurance industry historically isn't exactly a bastion of modern technology, but we're doing our darnedest to change that.

Trevor

Senior Software Engineer

What makes someone successful on your team?

Teamwork and problem-solving go a long way on my team and at Policygenius overall. I would say that individual ideas are not only supported but more importantly, encouraged. I'm consistently challenged, but always learning; our environment promotes both individual and professional growth. I'm looking forward to moving to the next level!

Masuda

Customer Success Associate

What is your vision for the company?

Our vision for Policygenius is to be the go-to consumer platform for insurance and financial protection. What Expedia did for travel, we're doing for financial protection. We're already the top platform for under-50 consumers for life insurance and disability insurance, and we're excited to expand that to new categories in 2019!

Jen

CEO

What's something quirky about your company?

So many team members have really interesting stories about their time before Pg. We’ve got trivia champions, ex-magicians, chicken bag experts, and even someone who used to be Madonna’s assistant. It’s all story-telling gold.

Justin

Chief Design Officer

What are Policygenius Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Pet Friendly
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
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