Source Job

US

  • Analyze sales and policy performance across key dimensions including distribution channels, agent performance, and customer segments
  • Perform deep-dive analysis to evaluate the impact of strategic initiatives, distribution changes, and market conditions
  • Develop and maintain forecasting and performance models to support planning and strategic initiatives

SQL Excel Data Analysis Forecasting Communication

20 jobs similar to Business Insights Senior Finance Specialist

Jobs ranked by similarity.

US

  • Partner with the Director of FP&A and senior leadership to develop financial and operational reporting and performance analyses.
  • Own the data access layer for the Business, writing SQL queries and building analyses in Hex and Metabase.
  • Build and maintain dashboards, KPIs, and operational scorecards that give leadership real-time visibility into business performance.

CertifID provides a secure platform that verifies identities, authenticates wire transfer instructions, and detects fraud attempts within real estate transactions. They are committed to mitigating risks and ensuring secure transactions, fostering a dynamic environment where employees contribute to meaningful impact and enhance security.

$100,000–$130,000/yr
US

  • Act as the Finance team’s analytical engine, diving into complex datasets to uncover insights.
  • Build models and dashboards by connecting data across ERP, CRM, and billing systems.
  • Accelerate analysis and surface trends by leveraging modern BI tools and AI.

RapidSOS is the leading public safety AI company that unlocks mission-critical intelligence for first responders and security teams – enabling faster, smarter and more accurate emergency response. They are in an exciting phase of growth, welcoming new members from across the globe to their mission-driven, ambitious, and inclusive team.

US

  • Monitor and analyze financial and operational performance of US Workers' Compensation states.
  • Build and maintain analytical models to evaluate the impact of strategic levers.
  • Write and execute data queries to extract, transform, and analyze large insurance data sets.

Pie Insurance is on a mission to empower small businesses to thrive by making commercial insurance affordable and easy. Like their small business customers, they are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles.

US

  • Strengthen the connection between Accounting and cross‑functional business partners.
  • Own routine monthly reporting and executive‑ready presentations.
  • Support ad hoc analysis that drives decision‑making across the business.

Wellbeam Consumer Health is creating the leading ecommerce-focused consumer wellness business, delivering value-added products that help people thrive. They are focused on dramatically accelerating existing brands as well as adding select, new digitally-native consumer wellness brands and is backed by American Pacific Group.

$130,000–$189,000/yr
US Canada

  • Produce monthly reports, including key metrics, financial results, and variance reporting for internal and external stakeholders
  • Assist the team in annual budgeting and quarterly forecasting processes, by working directly with internal stakeholders to understand the unique budgetary needs of specific departments and incorporating into the financial plan
  • Assist the team in the preparation of monthly/quarterly discussion materials for investors, the executive team, and the Board

1Password is building the foundation for a safe and productive digital future focusing on cybersecurity. They have over 180,000 businesses trusting their product and value collaboration, clear communication and they put people first.

$104,000–$130,000/yr
US Unlimited PTO 13w maternity 12w paternity

  • Own the financial model, KPI infrastructure, and performance insights, working closely with the Head of FP&A.
  • Translate strategy into numbers, bring structure to ambiguity, and proactively surface insights that shape how operations are run.
  • Analyze revenue, pipeline, sales efficiency, and unit economics and deliver clear insights on what’s happening and why and recommend action steps.

Chainguard provides a secure foundation for software development and deployment by offering guarded open source software that is built from source and updated continuously. They help organizations eliminate threats in their software supply chains and aim to be the safe source for open source.

$95,000–$120,000/yr
US

  • Own end-to-end bookings forecasting processes.
  • Lead quota allocation modeling and coverage ratio analysis.
  • Create dashboards and reports in Amazon Quicksight and Excel.

Arizona General is focused on improving the giving rate through data-driven insights. They foster an inclusive and equitable culture promoting diversity, offering opportunities for professional growth and development.

$115,000–$145,000/yr
US

  • Serve as a financial partner to business units, providing strategic insights.
  • Lead the annual budgeting and quarterly forecasting processes.
  • Prepare financial reports, dashboards, and executive-level presentations.

WorkWave provides solutions that directly contribute to the success of its customers. They cultivate an energetic, fun, and inclusive team environment, encouraging innovation and collaboration with a startup feel within a global company.

Americas

  • Serve as the dedicated finance partner for Zapier's self-serve business.
  • Build and own the forecasting, reporting, and analytical infrastructure for self-serve.
  • Analyze the self-serve funnel end-to-end and identify value leaks and opportunities.

Zapier builds and uses automation every day to make work more efficient, creative, and human. They are an all-remote company committed to inclusion.

$102,000–$155,000/yr
US

  • Act as a strategic partner to the sales team, using data-driven analyses to inform critical business decisions.
  • Leverage AI tools to automate and scale reporting and analyses for the Revenue team.
  • Work with structured and unstructured data sources to generate actionable insights

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They are a remote-first company with roles across the US and is dedicated to supporting employee well-being through comprehensive benefits and inclusive practices.

US 4w PTO

  • Develop methodologies for producing new business rate and elasticity metrics.
  • Advance new business planning & forecasting sophistication.
  • Research industry trends, competitor actions, and internal data.

Liberty Mutual strives to create a workplace where everyone feels valued and supported. They foster an inclusive environment with comprehensive benefits, workplace flexibility, and professional development opportunities.

$128,000–$152,000/yr

  • Own the company’s cash flow forecast and liquidity planning, with clear visibility into drivers and risks
  • Build and maintain scenario analyses to support strategic decision-making (e.g., growth, hiring, pricing, cost structure)
  • Define, track, and continuously improve KPIs and dashboards across the business

Paper is reimagining how schools support students so that every learner can reach their full potential. They offer scalable solutions, including 24/7 tutoring, writing feedback, math practice, college and career support, and AI-powered instructional tools. They are trusted by 500+ school districts across 40+ states.

$85,000–$92,000/yr
US Unlimited PTO

  • Partner with Sales and Marketing leaders to provide financial insights and support strategic decision-making
  • Develop and maintain financial models across key SaaS metrics including bookings, churn, renewals, and revenue
  • Analyze functional spend, including headcount and operating expenses, to identify trends and opportunities

Employ is transforming how hiring gets done with three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with flexible work scheduling, comprehensive benefits, and career development opportunities.

US 4w PTO

  • Develop working relationships with customers and internal stakeholders to maximize program performance.
  • Provide insights for assigned analysis projects supporting various stakeholders.
  • Support urgent data inquiries and resolve issues promptly.

Jobgether uses an AI-powered matching to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$100,649–$174,459/yr
US

  • Partner with the sales team as a finance advisor, translating revenue data into guidance that informs deal decisions and revenue projections
  • Deliver clear, well-informed analysis that helps leaders understand revenue performance and business impact
  • Be the primary contact for revenue-related questions from commercial teams and EPS finance leadership

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.

$105,000–$132,000/yr
US Canada

  • Own revenue forecasting and planning for the GTM organization.
  • Partner with GTM leadership to drive annual planning and performance analysis.
  • Influence hiring, territory design, and channel investment decisions.

Recharge is the subscription platform for the world’s fastest-growing and most innovative brands. As Shopify’s premier subscription solution, it is on a mission to build the future of commerce around customer retention.

$153,750–$256,250/yr
US

  • Lead and mentor a team of data analysts, data engineers, business analysts, and project managers.
  • Develop and execute a multi-year strategy for Business Intelligence and Performance Monitoring.
  • Implement best practices for data governance, data quality, and data integration.

GEICO is an iconic brand offering quality coverage to millions of customers. Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. They value feeling valued, supported and proud to work there.

$120,000–$155,000/yr
US Unlimited PTO

  • Stand up dashboards that replace legacy spreadsheet, starting with the metrics leadership needs to run the business
  • Surface conversion patterns, lead quality signals, and pipeline insights for the sales team
  • Support executive decision-making with clear, data-backed recommendations and scenario modeling

Addition Wealth aims to redefine financial health by democratizing personalized financial expertise for all. They are backed by top fintech VCs, recognized by the World Economic Forum, and featured in leading publications, signaling rapid growth and innovation in the fintech space.

$95,000–$110,000/yr
US

  • Partner with Marketing and GTM leaders on annual planning, rolling forecasts, and in-quarter execution.
  • Monitor spend vs. forecast and provide clear variance analysis and recommendations.
  • Assist in the development of business cases for new projects and investments, including cost-benefit analysis.

ExtraHop is dedicated to protecting and empowering the connected enterprise by revealing infrastructure happenings. Their mission is fueled by a social and moral responsibility. Their values are rooted in leading with purpose, acting with integrity, finding a way, innovating, and sharing success.

$110,000–$165,000/yr
US

  • Build, maintain, and scale financial models used for forecasting, budgeting, and long-term planning
  • Analyze data trends to develop business insights and deliver actionable recommendations to leadership
  • Partner closely with Program Management and Aircraft Ops teams to provide financial support on program health, spend trends, and headcount planning

Shield AI, founded in 2015, is a venture-backed deep-tech company with the mission of protecting service members and civilians with intelligent systems. With offices and facilities across the U.S., Europe, the Middle East, and the Asia-Pacific, Shield AI’s technology actively supports operations worldwide.