Vice President of Financial Planning & Analysis, Beam Benefits
$250-290k
OTE
+ Variable compensation structure, performance-based bonuses and equity program opportunity
Smarter employee benefits
Job no longer available
Smarter employee benefits
201-500 employees
Job no longer available
$250-290k
OTE
+ Variable compensation structure, performance-based bonuses and equity program opportunity
201-500 employees
Company mission
To simplify and modernize a robust suite of ancillary employee benefits.
Role
Who you are
- We value integrity, technical prowess, creative thinking, energy, and emotional intelligence
- You are someone with enthusiasm for solving problems and working collaboratively
- You can translate complex analysis into actionable insights and recommendations
- You are excited to collaborate cross-functionally and are comfortable organizing and driving discussions
- You pay great attention to detail and have excellent organizational skills
- You have an entrepreneurial spirit and relentlessly seek ways to improve the status quo
- Masters degree in Accounting or similar field
- 8+ years of experience in corporate finance, management consulting, transaction services, or investment banking
- FP&A experience gained within established businesses, ideally within the consumer digital or insurance sector
- Experience with insurance, structured finance, or SaaS is preferred, but not required
- Experience with Salesforce, SQL, Tableau, VBA, or Python is a plus
- Strong knowledge of planning and business performance processes, including annual budget, monthly forecast and periodic business reviews
What the job involves
- Beam’s financial planning & analysis (FP&A) team empowers the company with data-driven insights and recommendations
- We develop financial models, perform data analytics, and manage strategic planning and forecasting
- The VP, FP&A is responsible for Beam’s day-to-day execution of the company’s global FP&A operations
- They will lead company-wide processes including annual operating plan and long range planning, as well as oversee the monthly forecasting process and departmental budgets
- This individual will work directly with our Senior Leadership Team and all functional area leaders to assist in reporting, forecasting and analyzing financial and operational results, as well as conducting analyses to support better business decisions
- Additionally, this position includes responsibility for all daily activities for, and development of, a team of other financial analysts and employees
- You'll lead the coordination with business leaders to develop future business plans, including booking, revenue, and expenses alongside Revenue and Operations leadership
- Lead in annual strategy and business planning, working with senior management and senior leadership to develop bookings, revenue and expense budgets
- Manage and improve various reporting cycles, leading the monthly forecasting process, including full P&L ownership and presentation to the Senior Leadership and the board
- Work closely with the VP, Controls on cash management and cash flow forecasting
- Support M&A and integration efforts, including due diligence and integrating acquired companies into the Sovos forecasting and reporting framework, process and timelines
- Direct the daily activities and the career development of team members
Our take
Beam Benefits was founded to modernize dental benefits, addressing a gap where employee plans often prioritized healthcare with minimal dental coverage. Its first product, Beam Brush was an early healthcare IoT Innovation and the company has seen significant growth since then, expanding across 45 states and serving over 250,0000 people.
The company has also attracted significant funding, with its latest round closing at $40M. This funding has boosted Beam's valuation by 25% since its Series E in 2021 and will fuel a 40% year-over-year revenue growth. Over the past 18 months, Beam has expanded its portfolio with six new benefits products and aims to add more in-demand offerings to meet market needs.
Originally known as Beam Dental, the company has become a comprehensive employee benefits provider. With its AI-powered underwriting, digital platform, self-service tools, and the Beam Perks program, beam offers a full suite of ancillary benefits, including vision,m life, disability, and supplemental health. And the recent funding is a critical step towards furthering the company's growth strategy.
Freddie
Company Specialist at Welcome to the Jungle
Insights
22% employee growth in 12 months
Company
Funding (last 2 of 10 rounds)
Aug 2025
$17.5m
LATE VC
Oct 2024
$40m
GROWTH EQUITY VC
Total funding: $295.7m
Company benefits
- 401k company match
- Unlimited PTO
- High-quality medical benefits
- Employee stock options
- Remote work
- Flexible hours
- Parental leave
- Desk stipend
- Continuous learning stipend
- Company social events
- Beam employees can take advantage of a full suite of exceptional benefits, including dental, vision, life, and supplemental health
Company HQ
Downtown, Columbus, OH
Leadership
Alex Frommeyer
(Founder & CEO)They studied for a Master's in Engineering at the University of Louisville, before founding Beam Dental in 2012.
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