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 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 projectsWhat 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 decisionsMinimum 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 required.CPA / CFA is a plusCompensation 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