Note: The job is a remote job and is open to candidates in USA. Root Inc. is an insurtech company using technology, machine learning, and mobile telematics to transform the car insurance industry. The Senior Financial Analyst will serve as an FP&A partner to Product Delivery leaders, leading planning, forecasting, reporting, financial modeling, investment evaluations, and strategic analysis. The role will translate financial and operational data into actionable insights and support resource allocation and business decisions.
Responsibilities
- Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making
- Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers
- Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets
- Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness
- Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning
- Lead & support the governance and enhancement of the FP&A teams Enterprise Performance Management tool, Anaplan
- Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps
- Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, with a focus on financial impact, scalability, and alignment to company priorities
- Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement opportunities across the Product Delivery organization
- Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations with clarity and precision
- Help improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness
Skills
- 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function
- A bachelor's degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field
- Experience with Anaplan as an Enterprise Performance Management software required
- Advanced Microsoft Office and Google Workspace skills required
- Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams
- Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation
- Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics
- Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations
- Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders
- Preferred experience as an Anaplan administrator
- Experience in P&C insurance strongly preferred
- Experience in support of Engineering, Business Development, and Marketing organizations preferred
Benefits
- Eligible for Competitive Bonus & Equity Offering
- Root is a “work where it works best” company. Meaning we will support you working in whatever location that works best for you across the US.
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