Senior Financial Analyst, Human Interest
Corporate FP&A
$100-130k
Full-service 401(k) plans for SMBs
Be an early applicant
Full-service 401(k) plans for SMBs
501-1000 employees
Be an early applicant
$100-130k
501-1000 employees
Company mission
Human Interest's mission is to ensure that people in all lines of work have access to retirement benefits.
Role
Who you are
- Self-starter, challenging the status quo, and provide recommendations
- 3+ years of relevant experience in FP&A at high-growth software company and/or investment banking
- Deep understanding of SaaS business models and a proven ability to analyze key SaaS metrics (e.g., ARR, Churn, LTV, CAC)
- Advanced proficiency in Excel, Google Sheets and financial systems (ideally Netsuite and Pigment)
- Working knowledge of ERP systems such as Netsuite, Workday, Anaplan. Expertise in Pigment a plus!
- Demonstrated agility in learning and ability to balance multiple priorities in a fast-paced environment
- Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners
What the job involves
- This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future.
- We are seeking a highly motivated Senior Financial Analyst to support the Corporate FP&A team
- Reporting to the Head of Corporate FP&A, this role will be a critical player supporting cross-functional initiatives, building financial models for scenario analysis, and collaborating with all levels within the organization to improve our forecasting accuracy and financial reporting
- Develop and implement world class financial reporting and forecasting processes, encompassing long-range planning and scenario modeling
- Collaborate with senior leadership and their teams to provide ad hoc financial analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with strategic company initiatives
- Identify and streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale
- Develop and track key performance indicators (KPIs) to effectively measure financial performance against strategic objectives. Help us understand where we have room for improvement across the P&L
- Partner with cross-functional teams to continuously improve our FP&A systems to enhance operational efficiency while making the system easy to use
- Prepare materials for Board of Directors meetings, investors, and internal reporting
Our take
Human Interest is a company offering 401(k) for small and medium-sized businesses (SMB). SMBs have historically been unable to afford benefits for employees, leaving around 40 million Americans without a retirement plan. Human Interest is helping to change this with its platform that has eliminated all 401(k) transaction fees.
The company has seen strong adoption from businesses that have not previously had retirement benefits, including construction, retail, and hospitality - making waves in its target market. Its successes so far have allowed Human Interest to sharpen its competitive edge against similar companies such as Guideline.
With a series of substantial funding rounds under its belt, the company is preparing the foundations for a stock market listing. An indicator of this is its hiring of fresh leaderhsip talent who have previously worked at tech firms that have undergone successful IPOs.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Jul 2024
$242m
LATE VC
Aug 2021
$200m
SERIES D
Total funding: $576.9m
Company benefits
- A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
- Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
- Stock options for every employee
- Generous FTO (exempt) and PTO (non-exempt) policies
- HSA or FSA offering with an annual employer contribution
- An annual membership to One Medical Group, with membership fees paid by Human Interest
- Short/Long-term disability and life insurance
- Generous parental leave policy
- Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
- Monthly work from home stipend
- Comprehensive training and professional development via Beacon U plus an annual education stipend
- Annual wellness stipend
Company HQ
Financial District, San Francisco, CA
Leadership
Roger Lee
(Board Director & Co-Founder)Co-founder and CEO at Comprehensive. Studied Applied Mathematics at Harvard. Also co-founded Sub Profile and Thunder.
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