Senior Analyst, FP&A at Policygenius

| Greater NYC Area
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 Finance & Accounting at Policygenius...

Are you passionate about accuracy with strong attention to detail and love of numbers? Do you enjoy being a trusted and knowledgeable resource for colleagues? Are you a data-driven Excel wizard? We’re looking for a results-oriented, low-ego strategic thinker to be a key member of our rapidly growing FP&A team!

This position offers the opportunity to provide critical business intelligence that empowers senior management to make sound decisions. By way of first-class management reporting, diligent analyses and strategic modeling, the FP&A team delivers timely results and provides creative solutions to business needs. Your ability to proactively identify opportunities to add value will be a critical driver in aligning the organization around priorities as we scale.

This role will be focused on financial modeling and organizing information, including all financial reporting, to enable data-driven insights and maximum impact for senior members of the company. Reporting to the Manager of FP&A and working closely with our VP of Finance, this position will directly contribute to the continued rapid growth of Policygenius.

In this role, you will…

  • Build financial models that will enable senior leadership to make effective decisions about the company’s revenue, cost and cash flow projections
  • Present, analyze and interpret relevant financial data to senior leadership, partnering closely with key leaders to impact strategic business decisions
  • Arm business leaders with data necessary to make strong operational decisions by helping them interpret analyses and measure progress against outlined goals
  • Aid in budgeting process including annual review, analysis of department specific budgets and monthly/quarterly budget vs. actual tracking
  • Contribute to special projects such as analyses to assess the financial and strategic implications of new strategies or business lines
  • Establish and report key operating metrics used to drive the business to greater efficiency
  • Assist in the upgrade of reporting standards through the pursuit of continuous process improvement and liaison with the various business departments
  • Prepare and deliver management reports to key constituents
  • Function effectively in an especially fast-paced start-up operating environment, managing time effectively to address high-priority items in a timely manner

We’d love to hear from you if...

  • You have an undergraduate degree in Business, Finance, Accounting or Statistics
  • You have 2-4 years of finance and strategic analysis experience in banking or an operational startup role
  • You have mastery of Excel and building, auditing and maintaining financial models
  • You are entrepreneurial, an excellent communicator and have strong interpersonal skills with demonstrated ability to work in a fast-paced, sometimes ambiguous work environment
  • You are a critical thinker that uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions and approaches to problems
  • You excel in collaborating cross-functionally, demonstrate flexibility and the ability to meet rapid deadlines
  • You are driven for results, pushing projects to completion with a sense of urgency and focusing on activities that have tangible business outcomes
  • You posses detail-oriented organizational and process management skills that allow you to manage a wide range of incoming requests and responsibilities
  • You are proactive, resourceful and instinctive with a natural ability to solve problems and seek new information

You can expect...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Generous 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!!!

About Policygenius

Policygenius is America’s leading online insurance marketplace. Since 2014, our mission has been to help people get the financial protection they need (and feel good about it). We make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. To date, we’ve helped more than 30 million people shop for all types of insurance and placed over $45 billion in coverage.

At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we’ve doubled in size year over year!), we’ve continuously maintained our inclusive culture through humility, hard-work, and humor, and we’re looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine’s “Best Workplaces” two years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated and is committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status or any other status protected by law. 

Come join the team!

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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


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.


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.


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!


Customer Success Team Lead

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!



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.


Chief Design Officer

What are Policygenius Perks + Benefits

Partners with Nonprofits
Friends Outside of Work
Eat Lunch Together
Intracompany Committees
Daily Stand-up
Open Door Policy
Team-Owned Deliverables
Team-Based Strategic Planning
Group Brainstorming Sessions
Pair Programming
Open Office Floor Plan
Dedicated Diversity/Inclusion Staff
Diversity Manifesto
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
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
Diversity Program
Lunch and Learns
Acme Co. hosts lunch and learn meetings weekly.
Cross Functional Training Encouraged
Promote from Within
Customized Development Tracks
Paid Industry Certifications
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