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Senior Financial Analyst

Boston

This is a hybrid role (1-2 days a week) based in our Boston Office. 

Gradient AI:    

Gradient AI is revolutionizing Group Health and P&C insurance with AI-powered solutions that help insurers predict risk more accurately, improve profitability, and automate underwriting and claims. Our SaaS platform taps into one of the industry’s largest data lakes—tens of millions of policies and claims—to deliver deep, actionable insights. Trusted by leading carriers, MGAs, TPAs, and self-insured employers, Gradient AI has grown rapidly since our founding in 2018. Backed by $56M in Series C funding, we're scaling fast—and it's an exciting time to join the team. 

About the Role:    

Reporting to the Senior Finance Manager, we are seeking a Senior Financial Analyst to support our dynamic and evolving organization. The ideal candidate will possess superior technical, analytical, and communication skills with the ability to interface at all levels of the organization.  This person will have a strong foundational knowledge of key FP&A principles and be able to help drive new initiatives independently with strong attention to detail. If you are looking to join a talented team at a growing company, then this could be the perfect opportunity for you.   

How you will make an impact: 

  • Develop and distribute financial and metric-based reporting to senior leadership, highlighting key results, profitability, and operating cash flows of each business segment. 
  • Maintain and develop models which support the annual strategic planning process and periodic forecast updates, including the income statement, balance sheet, and cash flow statements. 
  • Provide financial analysis and support on a variety of proposed, planned, and ongoing business initiatives, including development of cost, margin and ROI templates for new products and business lines. 
  • Analyze trends in key performance indicators and performance vs. peer and industry benchmarks, identifying and communicating key business risks and opportunities.  
  • Partner with operational functions across the business to continuously develop and refine our analysis and forecasting processes. 
  • Support transactions such as equity/debt financings, mergers and acquisitions and complex business arrangements.  
  • Ad hoc reporting and presentations of analysis to all levels of management. 

 Skills needed to succeed:   

  • 5+ years of progressive financial analysis experience; MBA or other advanced degree is a plus.  
  • Experience in financial modeling, statistical trend analysis and profitability analysis with MS Excel and other analytics tools 
  • Knowledge of more advanced database tools and SQL is a plus. 
  • Experience working with budgeting/forecasting and ERP software 
  • Ability to synthesize large amounts of data to report on complex financial transactions. 
  • Expert use of MS PowerPoint to summarize and present information. 
  • Strong communication (written and verbal) skills; ability to work with stakeholders at various levels and present business findings.
  • SaaS / AI & ML business, and knowledge about insurance space is a plus. 

What We Offer: 

  • A fun, team-oriented startup culture. 
  • Generous stock options — we all get to own a piece of what we’re building. 
  • Unlimited vacation days. 
  • Flexible schedule that supports working from home. 
  • Full benefits package includes medical, dental, vision, 401k, paid parental leave, and more. 
  • Ample opportunities to learn and take on new responsibilities. 

We are an equal opportunity employer. 

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