FP&A Business Partner, G&A

About At-Bay 

At-Bay combines world-class technology with industry-leading insurance to help clients meet risk head-on. Partnering with brokers and business owners alike, we provide modern insurance products and active risk monitoring services for companies of every size and in every industry. Our team boasts many backgrounds and skills, from analysts and developers to designers and underwriters, and everything in between — all working together to redefine what it means to be an insurance company. 

We’re proud to be a diverse company and to have expertise from multiple industries driving our culture. At-Bay is expanding rapidly, and as we grow, we’re prioritizing inclusive hiring practices and supportive team environments. We’re committed to building a company culture where people of all identities and backgrounds are empowered to thrive, develop their career, and bring their full self to work. 

At-Bay is a globally distributed company with hubs in Atlanta, New York City, San Francisco, and Tel Aviv. To date, we have raised $292 million in funding from Acrew Capital, Glilot Capital, Icon Ventures, ION Crossover Partners, Khosla Ventures, Lightspeed Venture Partners, M12, entrepreneur Shlomo Kramer, and Qumra Capital.

The team

Reporting to the Director, FP&A, the Business Partner will support world class financial forecasting, planning & reporting for the G&A orgs and also provide monthly budget support to the FP&A team.  He/She will be responsible for helping build out headcount planning models, support updating budgets for actuals each month, ensuring accurate coding, and help drive the implementation of an FP&A software planning tool.  Through these activities, the Business Partner will help determine overall strategy for investment, headcount planning, targets and compensation and will be partnering with senior executives in the organizations to forecast, plan and analyze business activities.  

This role requires someone who can support world class financial forecasting, planning & reporting.  In addition, the Business Partner will help with operationalizing and cultivating a more data-driven planning process.   

Your impact

• Partner with the G&A orgs and support the Director of FP&A and CFO on instituting a robust planning process; set up the monthly reporting cadence of actuals across the functions into FP&A
• Support the FP&A function on maintaining and updating budget templates.  Oversee preparation of budgets and forecasts, month-end reporting and analysis, operational and management reporting
• Become embedded with partner organizations across the company, establish trust with executive leadership and quickly understand the business, economics and metrics
• Prepare monthly dashboard of operating results, trends and metrics for the executive team
• Help define and support collection of key metrics across the business for reporting in weekly dashboards and monthly financial reviews
• Establish timelines and initiate reviews with executive team to ensure financial plans and budgets are delivered on time and are consistent with overall company plans
• Assist in implementation of FP&A planning tool
• Build out P&L’s and support on complex analysis and ROI investment decisions
• Other ad hoc projects as need be

In this role we value

As this is a highly cross-functional role, candidates are required to be highly analytical and very effective communicators.  The ideal candidate will have a proven track record of superior financial modeling and using analysis to influence decision-making, including prior experience in a corporate finance and/or strategy-related role.  The candidate should be a self-starter with a strong work ethic, highly team-oriented, inquisitive, enjoy problem solving and focused on driving towards results.

• 4-6 years prior work experience with a proven track record of success
• Must have prior FP&A experience.  Prior investment banking or private equity experience highly preferred.  Insurance industry experience a plus
• Excellent financial modeling skills and experience leading and managing highly quantitative, complex analysis
• Strong Excel skills and ability to write VBA macros strongly preferred.  Anaplan or other FP&A software planning tool experience also strongly preferred as well as SQL and Tableau experience
• Very strong communication/ presentation skills with experience creating and delivering effective presentations to senior management 
• Comfortable with fast-paced, demanding environment. Must manage multiple tasks and juggle several urgent demands at any given point, while adapting to changing priorities
• 4-year degree from top-tier university with strong academic performance.