Liberate

P&C insurance

StrategicFinanceAssociate

$140–175k Berkeley, California, United States
The Brief

“Strategic Finance Associate at Liberate. Skills: Strategic Finance, FP&A, Investment Banking, Management Consulting, financial modeling, corporate planning, forecasting, business drivers analysis, executive and board discussions. Drive corporate planning and forecasting processes, including annual planning, monthly financial reviews, weekly operating rhythms, and long-range planning. Own the corporate forecast model and facilitate collection of key inputs from stakeholders”

What You'll Achieve.

shape how we grow; improving the quality of our forecasts; turning data into clear recommendations for resource allocation, investment decisions, and operating execution; scale effectively with the business

Industry & Context.

P&C insurance
Problems you'll solve

structured, first-principles approach to problem solving; analytically rigorous

What They're Looking For.

Must Have

2-4+ years of experience in Strategic Finance, FP&A, Investment Banking, Management Consulting, or a related analytical role, Experience working in a high-growth B2B SaaS or technology environment, financial modeling skills, a structured, first-principles approach to problem solving, Fluency in core SaaS metrics, including ARR, gross margin, magic number, and burn/runway, Experience partnering with cross-functional leaders and influencing decisions through data, judgment, and communication, Comfort working in ambiguity and a high-ownership environment where priorities evolve quickly

What You'll Do.

Drive corporate planning and forecasting processes

including annual planning

monthly financial reviews

weekly operating rhythms

and long-range planning

Own the corporate forecast model and facilitate collection of key inputs from stakeholders

Own analysis of key business drivers across the deployment

and corporate functions

and translate findings into actionable recommendations

Partner cross-functionally on strategic initiatives such as margin analysis

technology vendor forecasting

and hiring pipeline performance

high-quality materials for executive and board discussions

distilling complex data into concise narratives and decision points

Help improve the systems

and operating cadences that allow Finance to scale effectively with the business

How You'll Work.

Team & Collaboration

Partner cross-functionally on strategic initiatives; facilitate collection of key inputs from stakeholders

Communication Scope

communication

Free ATS check

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