Back to jobs

Director, FP&A

United States

Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.
 
Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make.

Reporting directly to Pie’s Deputy Chief Financial Officer, the Director, Financial Planning and Analysis (FP&A)  will play a critical role in driving the financial strategy, planning and analysis for Pie.  This role will be responsible for building strong relationships across the finance team and numerous key non-finance stakeholders.  The ideal candidate will have deep experience in the P&C insurance industry and a fundamental understanding of insurance accounting and financial modeling of GAAP and statutory insurance carrier financial statements.  This person will be able to critically analyze current and projected results with the ability to aid in executive decision making.  Additionally, this position includes overall management and development responsibilities for the FP&A team.

How You’ll Do It

Strategic Financial Planning:

  • Develop and implement comprehensive financial strategies to support the company's long-term goals.
  •  Lead and prepare the annual budgeting and quarterly forecasts, ensuring alignment with corporate objectives.
  • Provide strategic recommendations based on financial analysis and projections.

Financial Analysis & Reporting:

  • Oversee the preparation and review of financial reports, including variance analysis, trend analysis, and key performance indicators (KPIs) for management, the board of directors and investors.
  • Conduct in-depth analysis of financial results, identifying opportunities for cost savings, revenue growth, and operational efficiencies.
  • Ensure accurate and timely financial reporting in compliance with industry standards and regulatory and rating agency requirements.
  •  Provide financial forecasting and analysis support for fundraising, reinsurance negotiations, and potential future acquisitions.
  • Model maintenance and reporting on Pie equity including capital table and equity waterfall.
  • Establish relationships with, and distribute reporting to Pie’s investors

Business Partnering:

  •  Collaborate with business leaders to develop and monitor financial performance and KPI metrics.
  • Act as a strategic partner to senior management, providing financial insights and guidance to support decision-making.
  • Drive cross-functional initiatives to improve financial processes and enhance overall business performance.

Team Leadership & Development:

  • Lead, mentor, and develop a high-performing FP&A team.
  • Review team’s work for quality and accuracy. Provide feedback.
  • Foster a culture of continuous improvement, accountability, and collaboration within the team.
  • Ensure the team is equipped with the necessary tools and resources to succeed in their roles.

Transformative Mindset:

  • Develop or enhance FP&A processes that are complete, timely, and accurate.
  • Eye for efficiency and scalability of FP&A processes in a growing organization
  • Strength in adopting new technology to aid in business objectives.

The Right Stuff

  • A Bachelor’s Degree in Finance, Business, Economics, Accounting or related fields is required.  MBA or CPA preferred.
  • 10+ years of experience in financial planning and analysis.
  • 5+ years in a finance leadership role within the P&C insurance industry.
  • In-depth knowledge of financial regulations, accounting principles, and insurance industry best practices.
  • Proven track record of developing and implementing financial strategies that drive business growth and profitability.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
  • Excellent communication and presentation skills, with the ability to influence and engage stakeholders at all levels of the organization.
  • Demonstrated leadership and team-building skills, with a focus on developing and mentoring talent.
  • Highly advanced modeling skills and advanced proficiency in Excel, PowerPoint; proficiency in Google Sheets and Google Slides is a plus.
  • Demonstrated ability to multitask and meet deadlines within a fast-paced environment.
  • Sage Intacct, Adaptive, and Workiva experience preferred

Base Compensation Range

$160,000 - $200,000 USD

Compensation & Benefits 

  • Competitive cash compensation
  • A piece of the pie (in the form of equity)
  • Comprehensive health plans
  • Generous PTO
  • Future focused 401k match
  • Generous parental and caregiver leave
  • Our core values are more than just a poster on the wall; they’re tangibly reflected in our work 

Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges. 

Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.

Location Information 

Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver office and from home. Remote team members must live and work in the United States* (*territories excluded), and have access to reliable, high-speed internet.

Additional Information

Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.

Pie Insurance participates in the E-Verify program. Please click here, here and here for more information.

Pie Insurance is committed to protecting your personal data. Please review our Privacy Policy.  

Pie Insurance Announces $315 Million Series D Round of Funding

Built In honors Pie in its 2024 Best Places to Work Awards

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Pie Insurance’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.