Back to jobs
New

Senior Financial Operations Manager

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.

As a Senior Financial Operations Manager, you’ll be instrumental in leading and driving process improvement throughout our existing operational processes, providing critical insights and analysis, leading enablement initiatives, and strategically planning and executing growth strategies. You are an expert in organization and will be able to put your project management skills to work. You are experienced in leveraging technology to optimize and automate processes. You are a strategic thinker who will focus on aligning internal teams to drive outstanding results for Pie. Focusing on customer experience, you will review and develop  means and solutions that best serve and support our customers which include small business owners, partner agencies, and vendors. Because our goal is to be best-in-class in customer experience, our success will be tied to your attention to detail, ability to drive results and to optimize and innovate processes that will ultimately help Pie become the predominant commercial small business insurer in the country. 

How You’ll Do It

  • Drive transparency, predictability, and insights to the GTM organization through actionable sales reporting and business intelligence at scale across all levels of the organization.
  • Ensuring the accuracy of policies, rates, and commission statements by analyzing data from multiple data systems.
  • Driving data quality initiatives by cleansing and monitoring data from multiple sources, resolving discrepancies as needed.
  • Designing and implementing innovative solutions to optimize commission operations.
  • Design and build accurate and timely production of regular and ad-hoc reports for sales management.
  • Organize and analyze data around revenue related KPIs.
  • Streamline the dashboards for sales teams to ensure  insights into key business drivers.
  • Understands the greater business needs, what is working in our processes, where we have critical gaps, and where we can harmonize across the organization.
  • Deploy processes and systems that will scale with growth plans developed in partnership with leadership and other teams/functional areas.
  • Provide clear and direct feedback for continuous improvement in the sales cycle.
  • Provide feedback to Product and Engineering teams on upcoming systems and features.
  • Work with departmental stakeholders and leaders to identify areas for improvement in process optimization.
  • Collaborate with Marketing to evaluate campaign effectiveness and identify areas where marketing automation can help streamline business processes.
  • ROI analysis on production team tools. 

The Right Stuff

  • Bachelor Degree in Business Administration, Mathematics, or related or equivalent level of experience required.  Masters Degree, or equivalent level of experience preferred.  
  • Minimum 10 years of proven operations or analytical experience from a like or similar role, including project management and business analysis, and/or management consulting.
  • Software, Financial services, insurance, insurtech, and/or startup industry knowledge preferred.
  • Skills with query tools and reporting analytics in Salesforce and Looker, lead routing and marketing automation software a plus.
  • Proficient in analytic and technical skills using technology skills, including SQL or other data query skills.
  • Proficiency in data modeling using excel, including pivot tables, analysis, formulas and processing data points in various ways for different modeling purposes.
  • Understanding of continuous improvement concepts including Six Sigma, Lean, value stream mapping, customer journey mapping, and change management.
  • Demonstrated skills in project planning and problem resolution through process optimization.
  • Excellent verbal and written communication skills and the ability to interact professionally and relay information appropriately with a diverse group of partners, colleagues, executive leadership, and subject matter experts.
  • Ability to manage your own time in line with project deliverables by creating personal and project ownership and accountability by providing clear, timely and accurate work objectives, project timelines, and measurement goals.
  • Advanced ability in demonstrating curiosity, tenacity, flexibility, and adaptability. 

The use of AI in Application Review: To support a fair, efficient, and consistent hiring process, we use AI-powered tools to assist in the initial screening of applications. These tools help us identify qualifications and prior work experiences that align with the requirements of the role. All AI-reviewed applications are still subject to human oversight and decision-making at multiple stages of the process. By submitting your application, you acknowledge and consent to Pie utilizing these AI technologies to assist in our evaluation process.

Base Compensation Range

$135,000 - $170,000 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 is remote. 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.  

Safety First: Pie Insurance is committed to your security during the recruitment process. We will never ask you for credit card information or ask you to purchase any equipment during our interview or onboarding process.

Pie Named to 2025 America's Best Startup Employers

Pie's Ford Pro Insure Coverage expanded to Pennsylvania and Texas

Pie Insurance 2025 State of Workplace Safety Report

 

#LI-REMOTE
#BI-REMOTE

Create a Job Alert

Interested in building your career at Pie Insurance? Get future opportunities sent straight to your email.

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.