Finance Business Partner - Insurane - Great benefits!

Job Description

Job Description

We are seeking a Finance Business Partner to join a high-growth organization and play a key role in driving strategic and financial performance across multiple business functions. This role offers the opportunity to act as a trusted advisor to senior leadership and directly influence business strategy, growth, and operational efficiency.

What You’ll Do:

• Act as a trusted advisor to senior leadership across Insurance Product, Commercial, Sales & Service Center, and Customer Lifecycle teams
• Lead financial planning, valuation, OKR & QBR development, and provide strategic support for commission revenue structures, product revenue, renewal revenue, and a significant portion of the operating expense base
• Build and present financial business cases for product launches, carrier negotiations, post-sale customer management, and workforce management decisions
• Oversee risk management and valuation of strategic initiatives, including integration of platform installment fees projected to drive a substantial portion of future revenue
• Partner on sales incentive plan design and implementation, ensuring alignment with efficiency and growth goals
• Contribute to company-wide LTV modeling to guide channel and product strategy
• Build reporting models to support customer lifecycle analysis, investment decisions, and retention strategies
• Lead in-depth analysis of business and financial trends, driving performance-focused conversations with stakeholders
• Manage partnership compensation models and collaborate with accounting for accurate and timely execution
• Oversee expense management, including contract review, reporting, and headcount forecasting
• Lead annual budgeting cycles, helping set strategic priorities and long-term financial targets
• Collaborate across the finance organization to align on best practices, tools, and process improvements

What We’re Looking For:

• 5+ years of finance/accounting experience (MBA and/or CPA preferred)
• Prior insurance experience & FP& A - Property and Casualty
• Proven ability to turn complex data into actionable insights
• Strong communicator with the ability to influence senior stakeholders and manage conflict
• Ability to operate both strategically and tactically in a fast-paced environment
• Advanced Excel skills, including complex financial model development
• Strong problem-solving skills and ability to take ownership from identification through resolution
• Collaborative, self-starter mindset with the ability to thrive in a dynamic environment

Role Details:

📍 Location: Boston, MA

• Hybrid: 8x/month onsite
• In addition to the base there is a target bonus of up to 10%
• Excellent benefits including 25 days PTO, 10 sick days and 10 holidays as well as great medical, dental etc.
• Yearly trip to Europe!