Sr. Financial Analyst
About The Position
Applied is where insurance technology gets reinvented, and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide, setting the pace for what modern insurance can do. We’re looking for a Sr. Financial Analyst to join our Financial Planning and Analysis Team in a hybrid environment. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.
Requirements
- 5+ years of FP&A and business partnership experience, preferably within software, internet, SaaS, or related industries.
- Bachelor’s degree in Finance, Business, or a related field (MBA and/or CPA preferred).
- Advanced financial analysis, modeling, and forecasting skills, including expertise in Excel and complex model development.
- Strong analytical, problem-solving, and business acumen, with a curious, proactive approach to identifying opportunities, mitigating risks, and tackling new challenges.
Nice To Haves
- Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers
- SaaS business industry experience and familiar with the metrics behind it
- Familiarity with Alteryx, Tableau, and AI Tools (Claude)
Responsibilities
- Lead company-wide commission calculations, ensuring accuracy, timeliness, and alignment with business objectives
- Drive commission analytics and financial modeling to identify trends, optimize performance, and support strategic decision-making
- Enhance commission processes, logic, and reporting to improve efficiency, accuracy, and sales rep visibility
- Partner cross-functionally to implement compensation plans, educate Sales on commission programs, and support forecasting and budgeting through commission accruals
Benefits
- Medical, Dental, and Vision Coverage
- Holiday and Vacation Time
- Health & Wellness Days
- A Bonus Day for Your Birthday
- Compensation Transparency
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What This Job Offers
Job Type
Full-time
Career Level
Senior
