Corporate FP&A Lead

MGT Insurance•San Francisco, CA

1d•$170,000 - $210,000•Hybrid

About The Position

MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles. We're seeking a Corporate FP&A Lead to build our corporate financial planning and analysis function from the ground up. Reporting to the Head of Finance, this is MGT's first dedicated FP&A hire, you will own the corporate model, the planning calendar, and the board narrative from day one. This is a senior individual contributor role with direct, recurring exposure to the CEO, executive team, board, and investors at a company still early enough that your work visibly moves outcomes. You will own Aleph, our financial planning platform, end-to-end designing how the company plans and reports, including where AI removes manual work from the process. No direct reports at hire; expect to build and manage a small team as the function scales. A player-coach mindset is required as you will build the model and run the process personally.

Requirements

8+ years in corporate FP&A, strategic finance, investment banking, or management consulting — or a combination
Expert 3-statement modeling: builds driver-based P&L, balance sheet, and cash flow models from a blank sheet and can defend every assumption
Strong data and financial analysis skills; comfortable working with large, imperfect datasets independently
Track record owning a recurring planning and reporting cycle end-to-end — not just contributing pieces of one
Has built executive- and board-facing materials and can translate complex analysis into a clear narrative
High sense of ownership and comfort with ambiguity; operates with autonomy in a fast-moving environment
Actively uses AI tools to accelerate modeling, reporting, and analysis, and brings those methods to the team

Nice To Haves

Insurance background — especially P&C carrier experience (premium, loss ratio, combined ratio, reserves, statutory reporting) or other financial services
Hands-on ownership or administration of an FP&A/EPM platform (Aleph, Pigment, Anaplan, Adaptive, Planful, Mosaic, Cube)
BI tools (Looker, Tableau, Sigma) — able to pull their own data
Experience as an early or first finance hire building process from scratch
Exposure to capital planning, reinsurance economics, or working alongside an actuarial team
MBA or CFA a plus — not required

Responsibilities

Build and maintain MGT's driver-based 3-statement model (P&L, balance sheet, cash flow) and long-range plan; run scenario and sensitivity analysis on growth, expense, and capital decisions
Own the monthly financial review process end-to-end — budget vs. actual, variance drivers, KPI reporting, and the written narrative that accompanies the numbers; partner with Accounting through close
Run the annual and quarterly planning cycles: calendar, templates, target-setting, and the cross-functional coordination that makes them land on time
Build board decks, investor updates, and diligence materials; prepare the CEO and Head of Finance for board and investor conversations
Own opex, headcount, and vendor forecasting; build the business cases and ROI framing behind hiring, vendor, and investment decisions, and track them after the fact
Serve as the finance partner to the leadership team — Underwriting, Distribution, Product, Technology, and G&A — bringing options and tradeoffs, not just numbers
Serve as system owner and administrator for Aleph, MGT's financial reporting and planning platform: data integrity, model architecture, reporting layer, and adoption across the business