Jobs in Surrey, United States

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 120 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.

Role Overview:

We’re seeking a highly analytical and proactive FP&A Analyst to join our Finance team. In this role, you’ll play a critical part in driving strategic decision-making through financial modeling, forecasting, and business performance analysis. You’ll partner with teams across Sales, Marketing, Operations, and Product to support financial planning and provide actionable insights that drive growth and efficiency.

The ideal candidate has hands-on experience in a high-growth SaaS startup environment (B2B or B2C) and a strong understanding of financial drivers in tech-enabled businesses. Experience in the insurance industry or adjacent verticals is a strong plus.

What You’ll Do:

Build and maintain robust financial models to support forecasting, budgeting, and long-range planning.

Drive scenario planning and ad hoc financial analyses to evaluate business initiatives and investments.

Business Performance Analysis

Analyze company performance across revenue, expenses, and key metrics (KPIs), providing actionable insights to business leaders.

Maintain financial and operational KPI dashboards and develop reporting packages for leadership and investors.

Reporting & Planning

Support monthly, quarterly, and annual financial reporting, including materials for board meetings.

Assist in improving financial systems, planning tools, and internal processes to support scalable growth.

Cross-functional Partnership

Partner closely with teams including Sales, Marketing, Operations, and Product to assess performance and develop plans.

Collaborate to ensure financial plans are aligned with business goals and market realities.

What You Bring:

4–7 years of experience in FP&A, investment banking, consulting, or corporate finance.

Proven experience in VC-backed high-growth startups (B2B SaaS, marketplaces, or B2C tech).

Experience in or strong familiarity with the insurance industry or Insurtech business models is highly desirable.

Advanced Excel/Google Sheets modeling skills; experience with tools like NetSuite, HubSpot, and SQL is a plus.

Strong understanding of SaaS or tech business metrics (e.g., CAC, LTV, churn, gross margin).

Excellent communication and business partnering skills; ability to translate data into actionable insights.

Self-starter who thrives in a fast-paced, dynamic environment and can manage multiple priorities.

Nice to Have:

CPA, CFA, or MBA (not required).

Familiarity with accounting principles and financial reporting (GAAP).

Prior experience supporting insurance carrier or broker operations.

First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we’re fortunate to provide our team with:

Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.

We also offer a 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).

Equity – This position is eligible for equity compensation.

Training and Career Growth – Training and internal career growth opportunities.

Flexible Time Off – You know when and how you should recharge.

The base pay range for the role is $80,000 - $90,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.

First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.

Applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.

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Do you have 4–7 years of experience in FP&A, investment banking, consulting, or corporate finance? * Select...

Are you familiar with SaaS metrics like CAC, LTV, churn, and gross margin? * Select...

Have you partnered cross-functionally with teams such as Sales, Marketing, Operations, or Product? * Select...

Have you used tools such as NetSuite, HubSpot, or SQL? * Select...