Senior Manager of FP&A, Beam Benefits
$132.5-211.9k
+ Performance-based bonus + Variable compensation + Equity
Smarter employee benefits
Job no longer available
Smarter employee benefits
201-500 employees
Job no longer available
$132.5-211.9k
+ Performance-based bonus + Variable compensation + Equity
201-500 employees
Company mission
To simplify and modernize a robust suite of ancillary employee benefits.
Role
Who you are
- The ideal candidate will have hands-on experience with FP&A software and will help us implement and optimize tools like the Netsuite module or Planful/Adaptive
- BA/BS degree and 8+ years of experience in corporate finance, management consulting, transaction services, or investment banking
- Proven FP&A experience within established businesses, ideally in the consumer digital sector
- Hands-on experience with FP&A software like Netsuite, Planful, Adaptive, or similar systems
- Experience with insurance, structured finance, or SaaS is preferred but not required
- Familiarity with Salesforce, SQL, Tableau, VBA, or Python is a plus
- Strong knowledge of budgeting, forecasting, and performance analysis processes, including annual budgets and monthly forecasts
- Enthusiasm for solving problems and working collaboratively
- Advanced Excel skills with strong analytical capabilities
- Ability to translate complex financial analysis into actionable insights and recommendations
- Excitement about collaborating cross-functionally and driving discussions
- Strong attention to detail and excellent organizational skills
- An entrepreneurial mindset with a drive to improve processes and push for innovation
- Experience with FP&A software and a desire to lead the implementation of Netsuite, Planful, Adaptive, or similar systems
What the job involves
- We are looking for a Senior Manager of FP&A 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 and financial strategies, with a specific focus on driving budgeting, forecasting, and financial reporting processes
- Lead the development of efficiencies and process improvements within the team’s work streams, including financial model creation, refinement, and maintenance
- Drive the implementation and optimization of FP&A tools like the Netsuite module or Planful/Adaptive to improve financial reporting, budgeting, and forecasting processes
- Coordinate fundraising and other capital activity effortsDevelop, coordinate, and report budgets and forecasts for individual departments
- Analyze and interpret financial and operational data sets to answer strategic questions and support the financial analysis needs of the business
- Provide senior management with budgets and periodic forecasts, including profit and loss (income statement) reporting
- Manage financial aspects of special projects by identifying key drivers, conducting analyses, and presenting conclusions
- Lead monthly financial reporting and variance analysis
- Oversee annual budgeting and forecasting cycles, including re-forecasting processes
- Prepare ad-hoc financial reports as needed to support management decisions
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
Company
Funding (last 2 of 9 rounds)
Oct 2024
$40m
GROWTH EQUITY VC
Apr 2024
$29.8m
LATE VC
Total funding: $278.2m
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 values
- Growth - Strive for continual learning and improvement
- Resilience - Bounce back from adversity quickly
- Initiative - Own the ability to identify and solve problems
- Tenacity - Relentlessly pursue goals with passion
- Team First - Success means crossing the finish line together
Company HQ
Downtown, Columbus, OH
Articles
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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