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Financial Systems Analyst

Role overview

Qualifications

  • 2 to 4 years of experience in Accounting, Finance, or Business Systems, ideally with exposure to revenue recognition and month-end close
  • Experience working ERP systems (Netsuite preferred)
  • Strong understanding of GAAP and revenue recognition principles (ASC 606 experience is a plus)
  • Proficiency in creating and maintaining saved searches, financial reports, and dashboards

Responsibilities

  • Run regular maintenance, testing, and reconciliations to keep revenue recognition and financial processes accurate and compliant
  • Partner with Accounting and Finance teams to troubleshoot issues, gather requirements, and support enhancements across finance systems and integrations
  • Support testing, validation, and rollout of new features, upgrades, and bug fixes
  • Build and maintain financial reports and dashboards to support month-end close and ongoing business needs

Key facts

Other skills

  • Microsoft Excel
  • Google Sheets
  • Problem Solving
  • Communication
  • Collaboration

About the company

Ethos Life Agents logo

Ethos Life Agents

Insurance

Ethos is a technology company that makes getting life insurance easier, faster, and better for everyone. We leverage deep technology and data science in our mission to protect the next million families by streamlining the life insurance process so it's more accessible and convenient. We’ve issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. This full-stack technology platform is the backbone of family financial health. Ethos has raised over $400 million from Sequoia Capital, SoftBank Vision Fund 2, Accel, and Google Ventures (GV). We are listed in Forbes’ Top 50 Fintechs of 2020. Come join us on our mission to protect the next million families. https://www.ethoslife.com/self-serve-refer/?r=49884

Company details

Company typeSME
IndustryInsurance
Company size501 - 1000

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Job description

About Ethos

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the role

As a Financial Systems Analyst, you’ll play a key role in ensuring our financial systems and reporting processes run smoothly. You’ll collaborate with Accounting and Finance teams to resolve issues, improve integrations, and deliver the insights needed for better decision-making. This role is critical to supporting month-end close, maintaining compliance, and driving enhancements across our financial systems.

Duties and Responsibilities:

  • Run regular maintenance, testing, and reconciliations to keep revenue recognition and financial processes accurate and compliant.
  • Partner with Accounting and Finance teams to troubleshoot issues, gather requirements, and support enhancements across finance systems and integrations.
  • Support testing, validation, and rollout of new features, upgrades, and bug fixes.
  • Build and maintain financial reports and dashboards to support month-end close and ongoing business needs.
  • Identify opportunities to improve efficiency, strengthen controls, and resolve data integrity issues.
  • Provide ad hoc analysis and reporting support to internal stakeholders.

Qualifications and Skills:

  • 2 to 4 years of experience in Accounting, Finance, or Business Systems, ideally with exposure to revenue recognition and month-end close
  • Experience working ERP systems (Netsuite preferred)
  • Strong understanding of GAAP and revenue recognition principles (ASC 606 experience is a plus)
  • Proficiency in creating and maintaining saved searches, financial reports, and dashboards
  • Familiarity with testing, user acceptance testing (UAT), and system rollouts
  • Advanced Excel/Google Sheets skills for analysis and reconciliations
  • Strong problem-solving skills and curiosity to dig into system or process issues
  • Excellent communication and collaboration skills to work across Accounting, Finance, and IT

#LI-Remote  #LI-AG1

The US national base salary range for this full-time position is $90,000 -$159,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. 

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. 

You can find further details of our US benefits at https://www.ethoslife.com/careers/

Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer.. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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