Strategic Finance Senior Associate

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

Job summary

Ethos Life is seeking a proactive Finance & Strategy teammate to shape the company’s financial plan and provide decision support across functions. You will scale corporate finance, drive planning processes, and develop analyses on strategic initiatives in a fast-moving, high-growth environment.

This role offers high visibility to the executive team and opportunities to influence key business outcomes through rigorous financial modeling and strategic analysis.

Qualifications

• Minimum 1–4 years of relevant work experience in investment banking, consulting, and/or private equity/growth equity; strategic/operational experience at a high-growth technology company is a plus.
• Best-in-class Excel skills and extensive experience developing insightful financial models and quantitative analyses.
• Ability to flex between high-level strategic thinking and deep analytical problem solving.
• Motivated self-starter with a track record of success and the ability to juggle multiple projects and meet deadlines.
• Excellent communication skills and effective cross-functional collaboration.
• Exceptional attention to detail and strong working knowledge of GAAP.
• SQL knowledge and ability to use statistical analysis tools.

Responsibilities

• Apply business judgment and financial insights to drive decision making related to unit economics, operations, and new opportunities.
• Develop and maintain financial and operational plans, including revenue, cost and headcount targets.
• Apply data-driven analytical approaches to influence decisions and support leadership.
• Improve growth speed by collaborating with Product, Marketing, and Operations teams.
• Develop and monitor key financial metrics and communicate actionable insights to stakeholders.

Skills

Excel

Financial modeling

Strategic thinking

Cross-functional collaboration

Attention to detail

GAAP knowledge

SQL

Statistical analysis tools

Communication

Job description

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
• SQL knowledge
• Ability to use statistical analysis tools

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/

Dont 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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Ethos Life's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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