About Beam:
Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. Today, Beam Benefits is available in 40+ states and has expanded beyond dental.
Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, and support from Beam’s helpful representatives. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members.
Joining Beam Benefits Means:
Joining Beam Benefits means working in a complex and dynamic business that operates simultaneously across insurance, employee benefits, and technology. You’ll be supported and encouraged to improve every day while collaborating with a diversely skilled team.
Our energizing, committed, and fun work environment empowers you to take ownership of your subject matter and work. You’ll also join us in our mission to forever change the way people access benefits, all while embodying high character, emotional intelligence, and exceptional talent.
What We're Looking For:
Beam’s Strategic Finance 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 Strategic Finance Manager 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, with a specific focus on go to market strategy, pricing strategy, and other key company strategies.
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 innovationSelf-starter who can take an idea and see it through to completion with minimal supervisionYou have a natural curiosity and the ability to distill insights and actionable plans from complex processes and projects
What You Will Do:Lead the creation, refinement, and maintenance of various financial modelsMake recommendations to optimize processes and drive improvements throughout FinanceSupport Corporate Development efforts with senior leadership as they ariseSupport the formulation, implementation and reporting of our go to market strategy with a focus on setting and tracking sales targets and incentive compensationSupport our pricing function as they develop and implement our product strategyAnalyze our unit economics on key performance indicators like LTV/CAC and payback period as well as generating proposals to improve those KPIsProvide analytic and strategic support to our claims forecasting and operationsPrepare ad-hoc financial reports as needed to support management decisions
Minimum Qualifications:BA/BS degree and 6+ years of experience Experience in strategic finance, management consulting, or investment banking preferred Experience with insurance, structured finance, or SaaS is preferred but not requiredStrong presentation and communication skills with experience creating high value materials in Slides/PowerpointFamiliarity with Salesforce, SQL, Tableau, VBA, or Python is a plusStrong knowledge of budgeting, forecasting, and performance analysis processes, including annual budgets and monthly forecastsExperience with advanced excel modeling requiredCPA / CFA is a plus
Compensation and Benefits:
Beam offers a competitive base salary paired with an attractive variable compensation structure.
Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the 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.
