Strategic Finance Manager, Beam Benefits
Financial Planning & Analysis
$115.2-184.2k
+ Performance-based bonus + Variable compensation + Equity
Smarter employee benefits
Open for applications
Smarter employee benefits
201-500 employees
Open for applications
$115.2-184.2k
+ 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
- BA/BS degree and 6+ years of experience
- Experience in strategic finance, management consulting, or investment banking preferred
- Experience with insurance, structured finance, or SaaS is preferred but not required
- Strong presentation and communication skills with experience creating high value materials in Slides/PowerpointFamiliarity 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
- Experience with advanced excel modeling required
- CPA / CFA is a plus
- 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
- Self-starter who can take an idea and see it through to completion with minimal supervision
- You have a natural curiosity and the ability to distill insights and actionable plans from complex processes and projects
What the job involves
- We are looking for a Strategic Finance Manager 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, with a specific focus on go to market strategy, pricing strategy, and other key company strategies
- Lead the creation, refinement, and maintenance of various financial models
- Make recommendations to optimize processes and drive improvements throughout Finance
- Support Corporate Development efforts with senior leadership as they arise
- Support the formulation, implementation and reporting of our go to market strategy with a focus on setting and tracking sales targets and incentive compensation
- Support our pricing function as they develop and implement our product strategy
- Analyze our unit economics on key performance indicators like LTV/CAC and payback period as well as generating proposals to improve those KPIs
- Provide analytic and strategic support to our claims forecasting and operations
- 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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