Sr. Financial Analyst

Root-Insurance-Company; Columbus (OH); Hybrid; USD 107,000 - 133,000; Full time

Job summary

Root is seeking a Sr. Financial Analyst in Financial Planning & Analysis to act as a strategic finance partner across the Product Delivery Organization.

You will support planning, forecasting, reporting, and investment evaluations while translating data into actionable insights and guiding resource allocation decisions. The role requires 4+ years in FP&A, a quantitative degree, and strong Anaplan experience.

Qualifications

• 4+ years of progressive FP&A experience or related analytical finance role.
• Bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or a quantitative field.
• Experience with Anaplan as an Enterprise Performance Management software, ideally as an administrator.
• Strong cross-functional collaboration with Engineering, Product, Growth, and Business Development.
• Advanced Microsoft Office and Google Workspace skill sets.

Responsibilities

• Serve as FP&A partner to leaders across Engineering, Product, and Growth, guiding financial decisions.
• Lead planning, forecasting, reporting, and variance analysis for supported departments with timely insights.
• Translate business priorities into financial plans, headcount, and investment recommendations.
• Monitor acquisition spend, LTV/CAC trends, and investment effectiveness.

Skills

FP&A

Stakeholder mgmt

Communication

Budgeting

Forecasting

Education

Bachelor’s in finance or quantitative field

Tools

Anaplan

Microsoft Office

Google Workspace

Job description

Root was founded on the belief that car insurance is broken, and we set out to change it. We’re harnessing the power of technology to revolutionize this archaic, complicated industry. Using machine learning and mobile telematic platforms, we’ve built one of the most innovative insurtech companies in the world.

The Opportunity

The Sr. Financial Analyst in Financial Planning & Analysis will play a highly visible role as a strategic finance partner to leaders across the Product Delivery Organization. This individual will support financial planning, forecasting, reporting, and investment evaluations, while serving as a trusted advisor to cross-functional leaders. Success in this role requires the ability to translate complex financial and operational data into actionable insights, evaluate tradeoffs, support resource allocation decisions, and communicate risks, opportunities, and recommendations with clarity. The Sr. Financial Analyst will help drive sound financial outcomes by combining analytical rigor, stakeholder management, in support of annual planning, ongoing performance management, and strategic business initiatives.

Salary Range

$106,700 - $133,400 ( Eligible for Competitive Bonus & Equity Offering)

Root is a “work where it works best” company. Meaning we will support you working in whatever location that works best for you across the US. We will continue to have our headquarters in Columbus, Ohio.

How You Will Make an Impact

• Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making.
• Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers.
• Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
• Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness.
• Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long‑term strategic planning.
• Lead & support the governance and enhancement of the FP&A teams Enterprise Performance Management tool, Anaplan.
• Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps.
• Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, with a focus on financial impact, scalability, and alignment to company priorities.
• Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement opportunities across the Product Delivery organization.
• Prepare financial reporting and executive‑ready materials that communicate performance, risks, opportunities, and recommendations with clarity and precision.
• Help improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness.

What You Will Need to Succeed

• 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function.
• A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
• Experience with Anaplan as an Enterprise Performance Management software required, preferred experience as an Anaplan administrator.
• Experience in P&C insurance strongly preferred
• Experience in support of Engineering, Business Development, and Marketing organizations preferred.
• Advanced Microsoft Office and Google Workspace skills required
• Experience partnering with cross‑functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams.
• Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation.
• Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics.
• Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations.
• Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders.

As part of Root's interview process, we kindly ask that all candidates be on camera for virtual interviews. This helps us create a more personal and engaging experience for both you and our interviewers. Being on camera is a standard requirement for our process and part of how we assess fit and communication style, so we do require it to move forward with any applicant's candidacy. If you have any concerns, feel free to let us know once you are contacted. We’re happy to talk it through.

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Consistent with the Americans with Disabilities Act (ADA) and the Civil Rights Act of 1964, it is the policy of Root to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for Root. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [e-mail].