Director of Financial Planning & Analysis, Jellyvision
$165-185k
+ bonus eligible
More information about location
Streamlining employee benefits
Be an early applicant
Streamlining employee benefits
201-500 employees
Be an early applicant
$165-185k
+ bonus eligible
More information about location
201-500 employees
Company mission
To improve lives by helping real people choose, use, and appreciate their benefits.
Role
Who you are
- 8-10+ years of progressive senior FP&A experience
- Deep finance analysis, modeling, and decision-making capabilities
- Proven leadership skills
- High competency in understanding of financial accounting and GAAP
- Strong proficiency in Microsoft Excel, Looker, Salesforce, Intacct, Pigment or other planning software
What the job involves
- We're looking for a Director of Financial Planning & Analysis who's equal parts strategic thinker and hands on builder
- Above all, this role needs someone who is proactively analytical - someone who doesn’t wait to be asked a question, but digs into the numbers on their own, spots what matters, and shows up with actionable insights before leadership even knows to ask
- You'll lead our forecasting, budgeting, and financial planning efforts, turning numbers into insights that help the business make smarter decisions
- This role is all about connecting the dots. You'll develop meaningful P&L and KPI reporting, keep a close pulse on financial performance, and help leaders understand what's happening, why it matters, and where we're headed next
- Whether you're building forecasts, analyzing trends, or partnering with teams across the company, you'll bring clarity, curiosity, and a bias toward action to everything you do
- Own the company’s budgeting, forecasting and business analysis including reporting, process improvement and simplification
- Lead monthly and quarterly business reviews, building the executive facing narrative on performance vs budget, forecast and prior year
- Present financial and operating results directly to the leadership team and support them in evaluating strategic decisions, capital allocation and ROI
- Act as a strategic finance partner to department leads helping shape their planning assumptions, to ensure FP&A alignment with stated objectives and goals, providing analysis and ad hoc reporting. Ensure financial material from teams have been properly vetted and key issues discussed
- Analyze and extract insights from complex data across business segments; communicate them concisely to stakeholders
- Perform monthly financial analysis for each business segment on key metrics and financial drivers. Support review and development of presentation material for executive meetings
- Fulfill ad-hoc and regular requests to drive corporate performance and key decision making
- Lead financial due diligence and internal financial reporting, translating findings into recommendations for the executive team
- Own the FP&A systems and reporting infrastructure including deciding where automation, tooling, or process redesign will improve efficiency
- Ensure financial process controls and discipline are in place and aligned with financial accounting
- Set the standard for how business partners across the company report and analyze financial performance, including PL variance and CapEX
Our take
Navigating health benefits is confusing, and most people need help making sense of it. As healthcare costs clim and plans get more complex, companies are turning to tools like Jellyvision to simplify the experience. The market is shifting toward smarter, more personalized support, and Jellyvision is part of this change.
At the heart of Jellyvision is ALEX, a virtual benefits advisor that talks to employees like a real person (think funny, friendly, and easy to understand). ALEX gives personalized advice based on each person's life, family, and health needs, helping them make better choices without added stress.
Recently, the company's been on a roll. Now supporting a quarter of the Fortune 500 and integrating into Conduent's Life@Work Connect platform in 2024. This means even more employees can now access ALEX's support. And under the leadership of CEO Amanda Lannert, Jellyvision has transformed from a quirky digital agency into a serious HR tech player, with big plans to keep improving and expanding.
Steph
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (2 rounds)
Mar 2017
$20m
LATE VC
Jan 2008
$5m
SERIES B
Total funding: $25m
Company benefits
- Medical, Dental, and Vision Insurance
- Majority of premiums covered for spouses/civil union partners/dependents
- Roth or Traditional 401(k) with match
- HSAs & FSAs with employer contributions
- Flexible-first PTO and work policies
- Self-care days to recharge
- Access to our Chicago office
- Gender-affirming support
- Generous parental leave, adoption, and surrogacy assistance
- Home office, gym, and wellness allowance
- Therapy stipend
Company HQ
Chicago Loop, Chicago, IL
Leadership
Amanda Lannert
(CEO)Amanda has served as the CEO of Jellyvision since 2011. They are also a Board Director/Member at various companies, including SportHero, P33 Chicago and Equilibria.
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