FP&A Analyst, Shift Technology
AI-driven insurance fraud solution
Posted today
AI-driven insurance fraud solution
501-1000 employees
Posted today
501-1000 employees
Company mission
To revolutionise the policyholder experience through wide-ranging products that apply AI and advanced data science to key insurance processes.
Role
Who you are
- Holds an undergraduate degree in Finance, Accounting, Business Analytics, Economics, or Business
- Brings 2–3 years of experience in a similar role within a SaaS or subscription-based technology company
- Highly proficient in Microsoft Excel and Google Sheets, comfortable with formulas, pivot tables, and lookups to organize large datasets, and curious about how AI can complement traditional analysis tools
- Detail-oriented and analytical, committed to accuracy in financial reporting and metrics while keeping sensitive data private and secure
- Growth-minded and a self-starter: curious, resourceful, and willing to take ownership without waiting to be asked
- Collaborative, eager to contribute to the team, ask thoughtful questions, and share knowledge with colleagues across the globe
- Adaptable and impact-driven, comfortable diving into large or imperfect datasets to uncover actionable insight without waiting for perfect direction
- Based in or near Boston and excited to be part of our in-person workplace community, with a genuine interest in SaaS, technology, startups, scale-ups, or subscription business models
What the job involves
- We're looking for an FP&A Analyst to join the finance team of a growing SaaS scale-up
- Reporting to the Head of Financial Planning and Analysis and working closely with the CFO, you'll get hands-on exposure to the financial operations of a company moving into its next stage of growth
- You'll work alongside senior leadership on real finance projects, building the skills to see how financial planning, reporting, and analysis directly shape decision-making in a business that's scaling fast
- This role is based in the Boston area, and is hybrid to work directly with the CEO and CFO, who are both based there
- Support the CFO and Head of FP&A on financial analysis, reporting, and ad hoc projects that directly inform business decisions
- Maintain and improve financial models, dashboards, and internal reports, keeping leadership's view of the business accurate and current
- Organize, clean, and analyze large or imperfect datasets in Excel and Google Sheets, using formulas, pivot tables, and lookups to turn raw numbers into usable insight
- Explore how AI tools can complement traditional analysis, testing new approaches to sharpen and speed up financial reporting
- Assist with core FP&A and accounting tasks as needs arise across the finance function
- Prepare clear, executive-ready presentations and reports in Google Slides and Google Docs
- Contribute to process improvements across finance, accounting, and operations, simplifying recurring workflows where you spot the opportunity
- Conduct research and benchmarking to support strategic and operational decisions
Application process
- Recruiter Interview
- Hiring Manager Interview + Excel Exercise
- Finance Teammate Interview
- CFO Interview
- At least 1 interview will be conducted in person
Our take
The global insurtech market is projected to grow substantially given the increased demand for insurance service digitisation, projected market expansion, and developments in technology that have made it easier to buy and process claims. Insurtech helps create new avenues that large insurance companies have less incentive to pursue, such as offering social insurance and customised policies for clients.
In January 2021, Shift Technology introduced the Shift Insurance Suite to help the insurance industry apply AI-based decision automation and optimisation technology solutions. This addresses critical processes across the insurance policy lifecycle, and helps insurers to achieve faster, more accurate claims and policy resolutions.
Shift Technology is focusing on continuous deployment in the UK and the US, whilst exploring opportunities in Singapore, as it attempts to become an international player in the market. However, it must stave off a number of major competitors to do so, including Quantemplate, Slice and Neos.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-1% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
May 2021
$220m
SERIES D
Mar 2019
$61.8m
SERIES C
Total funding: $321.7m
Company benefits
- Flexible remote and hybrid working options
- Competitive Salary and a variable component tied to personal and company performance
- Company equity
- Generous PTO and paid holidays
- Parental leave opportunities
- Extensive mental health benefits provided via our global Employee Assistance Program
- Paid volunteering time - 16 hours annually
Company HQ
Bercy, Paris, France
Leadership
Jeremy Jawish
(Co-Founder & CEO)Experience in fraud detection solution development for AXA in 2011, and as an FICC Strategist for Goldman Sachs in 2012.
Eric Sibony
(Co-Founder & CSO)PhD in machine learning from 2012-2016, and has been CSO since 2013.
David Durrleman
(Co-Founder & Fellow Engineer)Experience as a Fixed Income Strategist for Goldman Sachs between 2008-2013.
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