The VP of FP&A will oversee financial operations, lead planning, manage forecasting processes, and guide financial analysts for strategic business decisions.
About Beam:
Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience.
What We're Looking For:
Beam’s financial planning & analysis (FP&A) team empowers the company with data-driven insights and recommendations. We develop financial models, perform data analytics, and manage strategic planning and forecasting. We value integrity, technical prowess, creative thinking, energy, and emotional intelligence.
The VP, FP&A is responsible for Beam’s day-to-day execution of the company’s global FP&A operations. They will lead company-wide processes including annual operating plan and long range planning, as well as oversee the monthly forecasting process and departmental budgets. This individual will work directly with our Senior Leadership Team and all functional area leaders to assist in reporting, forecasting and analyzing financial and operational results, as well as conducting analyses to support better business decisions. Additionally, this position includes responsibility for all daily activities for, and development of, a team of other financial analysts and employees.
Joining Beam Benefits Means:
- Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels
- Collaborating with a diversely skilled team to continuously improve
- Being empowered as an owner and expert
- Being motivated by improving how people access employee benefits
What You Will Bring:
- You are someone with enthusiasm for solving problems and working collaboratively.
- You can translate complex analysis into actionable insights and recommendations.
- You are excited to collaborate cross-functionally and are comfortable organizing and driving discussions.
- You pay great attention to detail and have excellent organizational skills.
- You have an entrepreneurial spirit and relentlessly seek ways to improve the status quo.
What You Will Do:
- Lead the coordination with business leaders to develop future business plans, including booking, revenue, and expenses alongside Revenue and Operations leadership
- Lead in annual strategy and business planning, working with senior management and senior leadership to develop bookings, revenue and expense budgets.
- Manage and improve various reporting cycles, leading the monthly forecasting process, including full P&L ownership and presentation to the Senior Leadership and the board.
- Work closely with the VP, Controls on cash management and cash flow forecasting.
- Support M&A and integration efforts, including due diligence and integrating acquired companies into the Sovos forecasting and reporting framework, process and timelines.
- Direct the daily activities and the career development of team members.
Minimum Qualifications:
- Masters degree in Accounting or similar field
- 8+ years of experience in corporate finance, management consulting, transaction services, or investment banking
- FP&A experience gained within established businesses, ideally within the consumer digital or insurance sector.
- Experience with insurance, structured finance, or SaaS is preferred, but not required
- Experience with Salesforce, SQL, Tableau, VBA, or Python is a plus
- Strong knowledge of planning and business performance processes, including annual budget, monthly forecast and periodic business reviews.
Compensation and Benefits:
Beam offers a competitive base salary paired with an attractive variable compensation structure.
Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program.
The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position.
Top Skills
Python
Salesforce
SQL
Tableau
VBA
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