Strategic Finance Manager, Financial Planning & Analysis

About Beam:Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. Today, Beam Benefits is available in 40+ states and has expanded beyond dental.

Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, and support from Beam’s helpful representatives. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members.

Joining Beam Benefits Means:Joining Beam Benefits means working in a complex and dynamic business that operates simultaneously across insurance, employee benefits, and technology. You’ll be supported and encouraged to improve every day while collaborating with a diversely skilled team.

Our energizing, committed, and fun work environment empowers you to take ownership of your subject matter and work. You’ll also join us in our mission to forever change the way people access benefits, all while embodying high character, emotional intelligence, and exceptional talent.

What We're Looking For:Beam’s Strategic Finance 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

We are looking for a Strategic Finance Manager to join us and make a major impact across all areas of Finance. This role will be instrumental in building, iterating, and scaling our team, with a specific focus on go to market strategy, pricing strategy, and other key company strategies.

What You Will Bring:

• Enthusiasm for solving problems and working collaboratively
• Advanced Excel skills with strong analytical capabilities
• Ability to translate complex financial analysis into actionable insights and recommendations
• Excitement about collaborating cross-functionally and driving discussions
• Strong attention to detail and excellent organizational skills
• An entrepreneurial mindset with a drive to improve processes and push for innovation
• Self-starter who can take an idea and see it through to completion with minimal supervision
• You have a natural curiosity and the ability to distill insights and actionable plans from complex processes and projects

What You Will Do:

• Lead the creation, refinement, and maintenance of various financial models
• Make recommendations to optimize processes and drive improvements throughout Finance
• Support Corporate Development efforts with senior leadership as they arise
• Support the formulation, implementation and reporting of our go to market strategy with a focus on setting and tracking sales targets and incentive compensation
• Support our pricing function as they develop and implement our product strategy
• Analyze our unit economics on key performance indicators like LTV/CAC and payback period as well as generating proposals to improve those KPIs
• Provide analytic and strategic support to our claims forecasting and operations
• Prepare ad-hoc financial reports as needed to support management decisions

Minimum Qualifications:

• BA/BS degree and 6+ years of experience
• Experience in strategic finance, management consulting, or investment banking preferred
• Experience with insurance, structured finance, or SaaS is preferred but not required
• Strong presentation and communication skills with experience creating high value materials in Slides/PowerpointFamiliarity with Salesforce, SQL, Tableau, VBA, or Python is a plus
• Strong knowledge of budgeting, forecasting, and performance analysis processes, including annual budgets and monthly forecasts
• Experience with advanced excel modeling required.
• CPA / CFA is a plus