Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
About the role
- Senior Financial Analyst supporting Kin’s homeowners insurance business through forecasting, reporting, and strategic financial analysis. Improving FP&A processes and guiding expansion across states and products.
Responsibilities
- Own recurring financial reporting deliverables, ensuring accuracy and on-time delivery
- Build and maintain forecast models using Kin's established methodologies and processes
- Manage monthly and quarterly Finance reporting cycles end-to-end
- Drive ad hoc financial analysis informing state- and product-level growth strategy decisions
- Establish process improvements for recurring reporting and forecast modeling workflows
- Maintain data integrity and documentation across forecast models and reporting tools
- Track and report key financial and operational metrics tied to Kin's expansion into new states
- Collaborate with cross-functional stakeholders to refine forecasting and reporting standards
- Support Kin's homeowners insurance growth strategy and expansion into new states and markets
- Report to the Director of FP&A
Requirements
- 4+ years of financial analysis, FP&A, or corporate finance experience
- Experience with forecast modeling and recurring financial reporting
- Proficiency building and maintaining financial models in Excel or Google Sheets
- Experience owning monthly and quarterly reporting cycles with minimal oversight
- Ability to translate financial data into analysis informing strategic decisions
- Experience working cross-functionally with non-Finance stakeholders
- Proficiency with financial planning and reporting tools such as Workday Financials, Adaptive Planning, NetSuite, Anaplan, or similar
- Insurance, fintech, or high-growth startup experience
- Must be able to live and work full-time in one of the specified U.S. states
- Must be authorized to work for any employer in the United States
Benefits
- Competitive salary
- Company equity through Restricted Stock Units (RSUs)
- 401(k) with company match up to 4% of eligible earnings
- Multiple medical plan options
- Dental and vision coverage
- Company-funded HSA contributions
- Company-paid life insurance
- Company-paid short-term disability
- Supplemental long-term disability insurance
- Critical illness insurance
- Accident insurance
- Legal insurance
- Pet insurance
- Mental health support and confidential counseling resources
- Flexible PTO for exempt employees
- 8 company-observed holidays
- Paid parental leave, including up to 14 weeks at 100% pay for birthing parents and 8 weeks at 100% pay for non-birthing parents
- Career mobility and internal growth opportunities
- Professional development budgets for certifications, conferences, and learning, subject to management approval
- Remote-first work arrangement
- Prompt updates and feedback following interviews
- Skills assessment relevant to the position, if applicable
- Genuine, thoughtful human interaction throughout the hiring process
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