Financial Analyst (Hybrid - Columbus, OH)

Beam Benefits • Columbus, OH

12d • Hybrid

About The Position

Beam’s Financial Planning & Analysis (FP&A) team helps the business make strong decisions through financial insight, disciplined analysis, and thoughtful planning
We build models, analyze performance, support forecasting, and partner across the company to turn data into action
We are looking for a Financial Analyst to join our FP&A team
This role will support budgeting, forecasting, reporting, and ad hoc analysis while helping build scalable FP&A processes across Beam Benefits
The right candidate brings strong financial fundamentals, curiosity, sound judgment, and a collaborative mindset
This person should be comfortable in a high-growth environment where priorities shift, processes evolve, and new questions emerge quickly

Requirements

• You are a proactive problem-solver who is curious, collaborative, and comfortable asking questions
• You are comfortable working in ambiguity and adapting as priorities change
• You do not just report numbers, you understand the drivers behind them and what they mean for the business
• You can connect accounting, financial results, and operating performance to tell a clear story
• You communicate financial insights clearly to both finance and non-finance partners
• You have strong Excel skills and can build, maintain, and improve financial models with accuracy and speed
• You turn financial and operational data into clear insights and practical recommendations
• You bring strong attention to detail, sound organization, and thoughtful thinking
• You look for ways to improve processes, reporting, and team effectiveness
• You have experience with NetSuite, Looker, and/or similar ERP and BI tools
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• 3+ years of experience in FP&A, corporate finance, public accounting, consulting, transaction advisory, or a related field
• Hands-on experience with budgeting, forecasting, variance analysis, and financial reporting
• Strong Excel skills, including financial modeling and working with large or imperfect data sets
• Experience with NetSuite, Looker, or similar ERP and reporting tools
• Strong written and verbal communication skills
• Ability to work independently, manage competing priorities, and operate effectively in a changing environment

Nice To Haves

• Experience in insurance, SaaS, fintech, or other high-growth environments is preferred but not required

Responsibilities

• Develop and report budgets and forecasts for departments and business areas
• Analyze financial and operational data to support decision-making across the business
• Prepare monthly reporting, variance analysis, and forward-looking forecasts for senior management
• Support profit and loss reporting and explain business performance through clear analysis
• Partner with stakeholders across the organization to gather inputs, understand drivers, and improve forecast accuracy
• Contribute to annual planning, budgeting, and reforecasting processes
• Support special projects through data and information driven analysis, findings, and recommendations
• Prepare ad hoc reporting and analysis to support leadership decisions
• Help improve FP&A tools, reporting, and processes over time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level