About Beam:
Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience.
Joining Beam Benefits Means:
-Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels
-Collaborating with a diversely skilled team to continuously improve
-Being empowered as an owner and expert
-Being motivated by improving how people access employee benefits
What We're Looking For:
Beam’s Financial Planning & Analysis (FP&A) team empowers the company with data-driven insights and recommendations. We develop financial models, perform data analytics, and manage strategic planning and forecasting. We value integrity, technical prowess, creative thinking, energy, and emotional intelligence.
We are looking for a Senior Manager of FP&A to join us and make a major impact across all areas of Finance. This role will be instrumental in building, iterating, and scaling our team and financial strategies, with a specific focus on driving budgeting, forecasting, and financial reporting processes. The ideal candidate will have hands-on experience with FP&A software and will help us implement and optimize tools like the Netsuite module or Planful/Adaptive.
What You Will Bring:Enthusiasm for solving problems and working collaborativelyAdvanced Excel skills with strong analytical capabilitiesAbility to translate complex financial analysis into actionable insights and recommendationsExcitement about collaborating cross-functionally and driving discussionsStrong attention to detail and excellent organizational skillsAn entrepreneurial mindset with a drive to improve processes and push for innovationExperience with FP&A software and a desire to lead the implementation of Netsuite, Planful, Adaptive, or similar systems
What You Will Do:Lead the development of efficiencies and process improvements within the team’s work streams, including financial model creation, refinement, and maintenanceDrive the implementation and optimization of FP&A tools like the Netsuite module or Planful/Adaptive to improve financial reporting, budgeting, and forecasting processesCoordinate fundraising and other capital activity effortsDevelop, coordinate, and report budgets and forecasts for individual departmentsAnalyze and interpret financial and operational data sets to answer strategic questions and support the financial analysis needs of the businessProvide senior management with budgets and periodic forecasts, including profit and loss (income statement) reportingManage financial aspects of special projects by identifying key drivers, conducting analyses, and presenting conclusionsLead monthly financial reporting and variance analysisOversee annual budgeting and forecasting cycles, including re-forecasting processesPrepare ad-hoc financial reports as needed to support management decisions
Minimum Qualifications:BA/BS degree and 8+ years of experience in corporate finance, management consulting, transaction services, or investment bankingProven FP&A experience within established businesses, ideally in the consumer digital sectorHands-on experience with FP&A software like Netsuite, Planful, Adaptive, or similar systemsExperience with insurance, structured finance, or SaaS is preferred but not requiredFamiliarity with Salesforce, SQL, Tableau, VBA, or Python is a plusStrong knowledge of budgeting, forecasting, and performance analysis processes, including annual budgets and monthly forecasts
Compensation and Benefits:
-Competitive base salary with attractive variable compensation structure
-Performance-based bonuses and incentives
-Comprehensive benefits package, including health, dental, and vision insurance
-401(k) plan with company match
-Flexible time off
-Opportunity to participate in Beam's equity program
The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position.
