Strategic Finance Senior Associate

Ethos; United States; Remote; USD 109,000 - 192,000; Full time

Job summary

Ethos is seeking a Finance & Strategy professional in the United States to shape the company’s financial plan and drive strategic initiatives. You will scale corporate finance functions, build robust planning processes, and partner with cross‑functional teams to deliver analyses on key business initiatives.

The role offers high visibility with the executive team and a fast-paced, impact‑driven environment. You’ll influence decisions through rigorous financial modeling and KPI tracking.

Qualifications

• Experience in investment banking, consulting, or private equity/growth equity.
• Strong financial modeling and Excel skills.
• Ability to balance strategic thinking with deep analysis.
• Self-starter with ability to manage multiple projects to deadlines.
• Excellent communication and cross-functional collaboration.
• Attention to detail and GAAP knowledge.

Responsibilities

• Drive unit economics, operations, core business expansion, and new opportunities.
• Develop and maintain financial and operational plans with revenue, cost and headcount targets.
• Apply data-driven analytics to support leadership in evaluating initiatives.
• Collaborate with Product, Marketing, and Operations to accelerate growth.
• Develop metrics and communicate actionable insights to stakeholders.

Skills

Financial modeling

GAAP knowledge

Strategic thinking

Cross-functional collaboration

Communication skills

Analytical problem solving

Attention to detail

Tools

Excel

SQL

Statistical analysis tools

Job description

Location: United States

About Ethos

Ethos (Nasdaq: $LIFE) is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the role

Ethos is looking for an ambitious self-starter to join our Finance & Strategy Team. As part of this team you will play a major role in defining the company’s financial plan, providing financial and operational decision support to cross-functional partners and developing and executing various strategic initiatives. You will play an integral part in Ethos' success by scaling and improving our corporate finance functions, driving financial planning processes, and working with various business partners to develop strategic analyses on key business initiatives.

This role will have high visibility across the executive team and will require you to solve the most complex, interesting challenges of a rapidly-scaling business. If you enjoy working in an environment that is fast-paced, analytically rigorous, mission-driven and impact-oriented, read on and get in touch!

Duties and Responsibilities:

• Apply business judgment and financial insights to drive decision making related to unit economics, operations, core business expansion, and new opportunities
• Develop and maintain financial and operational plans, including revenue, cost and headcount targets
• Apply a data-driven analytical approach to influence decision making and support company leadership in evaluating strategic initiatives
• Improve the speed and efficiency of our growth by collaborating closely with Product, Marketing, and Operations teams
• Develop and monitor critical financial performance metrics, and communicate actionable insights to relevant stakeholders. Champion analytics across the company

Qualifications and Skills:

• A minimum of 1 to 4 years of relevant work experience in investment banking, consulting, and / or private equity / growth equity, strategic / operational experience at a high-growth technology company a plus
• Best-in-class excel skills and extensive experience developing insightful financial models and quantitative analyses, paired with strong critical thinking and sound business judgment
• Ability to flex between high-level strategic thinking and deep analytical problem solving
• Motivated self-starter with a track record of success and a proven ability to juggle multiple projects/tasks while hitting deadlines. Desire to own and drive projects from Day 1
• Excellent communication skills and effective cross-functional collaborator
• Exceptional attention to detail
• Deep understanding of valuation methods and strong working knowledge of GAAP

Bonuses:

• SQL knowledge
• Ability to use statistical analysis tools

#LI-Remote #LI-AG1

The US national base salary range for this full-time position is $109,000 -$192,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits.

You can find further details of our US benefits at https://www.ethoslife.com/careers/

Don't meet every single requirement? If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California CandidatePrivacy Notice.