Strategic Finance Senior Associate

Ethoslife
United States
Remote

Who this role is best for

A natural match if you have experience in investment banking or consulting and thrive in a remote, high-growth tech environment.

Best fit for

  • Candidates with 1-4 years of experience in investment banking, consulting, or private equity and a passion for tech innovation
    — “A minimum of 1 to 4 years of relevant work experience in investment banking, consulting, and / or private equity / growth equity”
  • Individuals who can transition between strategic thinking and detailed analysis with ease
    — “Ability to flex between high-level strategic thinking and deep analytical problem solving”
  • Professionals with a track record of driving projects independently and delivering results
    — “Motivated self-starter with a track record of success and a proven ability to juggle multiple projects/tasks while hitting deadlines”

Things to consider

  • The role is likely full-time, though the employment type is not explicitly stated
    — “The US national base salary range for this full-time position”
  • The company emphasizes diversity, which may influence hiring priorities or cultural expectations
    — “we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace”

How to stand out

  • Highlight experience with financial modeling and GAAP in your resume and interview responses
    — “Deep understanding of valuation methods and strong working knowledge of GAAP”
  • Emphasize your ability to influence leadership through data-driven insights
    — “Apply a data-driven analytical approach to influence decision making and support company leadership”
  • Showcase your track record of driving projects independently and delivering results
    — “proven ability to juggle multiple projects/tasks while hitting deadlines. Desire to own and drive projects from Day 1”
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Developed financial and operational plans
  • Provided financial and operational decision support
  • Executed strategic initiatives
  • Improved growth speed and efficiency
  • Developed and monitored financial performance metrics
Typical background
Experience in investment banking, consulting, or private equityStrong financial modeling and analytical skills

Skills & requirements

Required

Financial ModelingStrategic AnalysisFinancial PlanningOperational Decision SupportCross-functional CollaborationData-driven Decision MakingProject ManagementFinancial Performance MetricsCommunication

Preferred

SQLStatistical Analysis Tools

Stack & domain

Financial ModelingQuantitative AnalysisFinancial PlanningStrategic AnalysisData-driven Analytical ApproachFinancial Performance MetricsGAAPSQLStatistical Analysis ToolsLeadershipCommunicationProblem-solvingTeamworkCustomer ServiceFinanceTechnology

About the role

Original posting from Ethoslife via Greenhouse

About Ethos

Ethos (Nasdaq: $LIFE) is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the role

Ethos is looking for an ambitious self-starter to join our Finance & Strategy Team. As part of this team you will play a major role in defining the company’s financial plan, providing financial and operational decision support to cross-functional partners and developing and executing various strategic initiatives. You will play an integral part in Ethos' success by scaling and improving our corporate finance functions, driving financial planning processes, and working with various business partners to develop strategic analyses on key business initiatives.

This role will have high visibility across the executive team and will require you to solve the most complex, interesting challenges of a rapidly-scaling business. If you enjoy working in an environment that is fast-paced, analytically rigorous, mission-driven and impact-oriented, read on and get in touch!

Duties and Responsibilities:

Apply business judgment and financial insights to drive decision making related to unit economics, operations, core business expansion, and new opportunities

Develop and maintain financial and operational plans, including revenue, cost and headcount targets

Apply a data-driven analytical approach to influence decision making and support company leadership in evaluating strategic initiatives

Improve the speed and efficiency of our growth by collaborating closely with Product, Marketing, and Operations teams

Develop and monitor critical financial performance metrics, and communicate actionable insights to relevant stakeholders. Champion analytics across the company

Qualifications and Skills:

A minimum of 1 to 4 years of relevant work experience in investment banking, consulting, and / or private equity / growth equity, strategic / operational experience at a high-growth technology company a plus

Best-in-class excel skills and extensive experience developing insightful financial models and quantitative analyses, paired with strong critical thinking and sound business judgment

Ability to flex between high-level strategic thinking and deep analytical problem solving

Motivated self-starter with a track record of success and a proven ability to juggle multiple projects/tasks while hitting deadlines. Desire to own and drive projects from Day 1

Excellent communication skills and effective cross-functional collaborator

Exceptional attention to detail

Deep understanding of valuation methods and strong working knowledge of GAAP

Bonuses:

SQL knowledge

Ability to use statistical analysis tools

#LI-Remote  #LI-AG1

The US national base salary range for this full-time position is $109,000 -$192,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. 

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. 

You can find further details of our US benefits at https://www.ethoslife.com/careers/

Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.

We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.

Source: Ethoslife careers (Greenhouse)

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