Senior 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 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.

We are looking for a Senior Manager of FP&A 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 and financial strategies, with a specific focus on driving budgeting, forecasting, and financial reporting processes. The ideal candidate will have hands-on experience with FP&A software and will help us implement and optimize tools like the Netsuite module or Planful/Adaptive.

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
• Experience with FP&A software and a desire to lead the implementation of Netsuite, Planful, Adaptive, or similar systems

What You Will Do:

• Lead the development of efficiencies and process improvements within the team’s work streams, including financial model creation, refinement, and maintenance
• Drive the implementation and optimization of FP&A tools like the Netsuite module or Planful/Adaptive to improve financial reporting, budgeting, and forecasting processes
• Coordinate fundraising and other capital activity effortsDevelop, coordinate, and report budgets and forecasts for individual departments
• Analyze and interpret financial and operational data sets to answer strategic questions and support the financial analysis needs of the business
• Provide senior management with budgets and periodic forecasts, including profit and loss (income statement) reporting
• Manage financial aspects of special projects by identifying key drivers, conducting analyses, and presenting conclusions
• Lead monthly financial reporting and variance analysis
• Oversee annual budgeting and forecasting cycles, including re-forecasting processes
• Prepare ad-hoc financial reports as needed to support management decisions

Minimum Qualifications:

• BA/BS degree and 8+ years of experience in corporate finance, management consulting, transaction services, or investment banking
• Proven FP&A experience within established businesses, ideally in the consumer digital sector
• Hands-on experience with FP&A software like Netsuite, Planful, Adaptive, or similar systems
• Experience with insurance, structured finance, or SaaS is preferred but not required
• Familiarity 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