Financial Analyst - Life at Assurance

| Seattle
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About Assurance
At Assurance we are disrupting the antiquated and inefficient world of insurance and financial services. Our team of world class software engineers, data scientists, business and finance professionals are modernizing how people obtain and manage their financial life all through our powerful platform ecosystem. Founded only 5 years ago, the company has grown rapidly, achieving more than $375M of revenue in 2020. We are continuing our rapid growth as we expand our product offerings and footprint, which continues to present new and exciting challenges as we push our industry into its future. We eliminate waste throughout the industry and provide a better buying experience, making the complex simple and providing valuable solutions to improve people's lives. We are humble, driven, and committed to improving the lives of millions.

The Assurance Finance team is seeking a Financial Analyst that thrives in a fast-paced, analytical, collaborative environment, supporting an innovative and rapidly growing company. The Finance Analyst will report to the FP&A Director of the Life business and will play an important role in supporting the multi-year forecast process, the preparation of C suite-level performance reporting, building out technology-enabled forecasting capabilities, as well as ad hoc strategic projects and analyses to help the business achieve its growth objectives.

In this role, the successful candidate will gain an understanding of the business, its value drivers, economics, products, and customer perspective; all while helping drive operational and financial strategic initiatives with data-driven analysis and insights. The successful candidate will partner effectively across the organization including Marketing, Data Science, Product Management, and Distribution to enhance the accuracy and efficiency of the projections and establish the roadmap for achieving the business’s financial objectives. The candidate will also be a key member of the team who will be building new technology and forecasting tools to improve business transparency, analytics, and automation.

Both Assurance and its Finance team are built upon a foundation of world-class technology, data science, and human talent that are combined to solve tough business problems through the generation of insights and execution. The successful candidate thrives in an ever-changing environment and loves to dive deep into the details to draw insights that drive valuable business outcomes.


  • Utilize sophisticated data and BI tools, including Tableau and Looker, to analyze large scale datasets and translate business problems into operating financial models to drive business recommendations
  • Enhance and maintain financial models for the Life insurance line of business
  • Assist in quarterly forecasting financial reporting consolidation to tell the Assurance growth story
  • Help lead forecast transformation initiatives leveraging advanced software tools
  • Develop and analyze daily and weekly marketing lead supply/demand projections
  • Monitor daily performance across business lines and build/enhance dashboards to assist in performance management
  • Support competitor analytics
  • Identify and implement areas of improvements and efficiency
  • Ad hoc analysis and projects


  • Bachelor's degree required - preferably in Business, Finance, Economics, Accounting, or a related quantitative field (CFA, CPA, MBA, or progress towards preferred)
  • 2- 3 years of experience in finance or accounting
  • Experience with database and BI tools such as SQL query, Tableau, Power BI, and Looker
  • Advanced Excel and modeling skills with demonstrated capabilities
  • Strong communication, presentation, and PowerPoint skills

Preferred Experience and Attributes

  • Open minded, curious, and eager to learn
  • Detail-oriented with the ability to work independently
  • Ability to apply critical thinking and analytic skills to formulate recommendations and resolve problems
  • Ability to grasp and apply new concepts quickly
  • Collaborative and team-oriented, able to work effectively with cross-functional teams
  • Ability to effectively prioritize concurrent responsibilities and meet timelines

Choose Assurance Because:
· Exceptional base salary plus bonus structure
· Comprehensive benefits which include, medical, dental, vision, 401K and more
· Unlimited paid vacation, sick leave, plus paid holidays.
· Growth opportunities, advance your career rapidly, we offer leadership development training and promote from within.
· Ongoing coaching and career development including individual and group coaching sessions.
· Fast paced, high performance environment.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • DB2Databases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM


We're located in the heart of downtown Seattle at the corner of 5th and Madison, conveniently between Westlake Center and Pioneer Square.

An Insider's view of Assurance

What’s the vibe like in the office?

“We're all so friendly and open to working and collaborating. We care for each other's work and personal health so that we can all be strong and grow together. No teammate gets left behind.”


Partner Marketing Specialist

What does your typical day look like?

“If I write code in the morning it often goes out on the same day, impacting thousands of customers and often having a noticeable change on our 'mission control' style dashboards throughout the office.”


Senior Software Engineer

What makes someone successful on your team?

“Everybody is very smart but not arrogant. In the data team, especially, everybody puts the team first over themselves - there are no egos. It is always about making things better for the team and the business.”


Director of Data Engineering

How do your team's ideas influence the company's direction?

We are calculated decision-makers. Every idea is a potential experiment waiting to be tested. We drive the business forward by rapidly iterating on several ideas leveraging the data to tell us which direction we should take next.


Director of Data Scientist

What are Assurance Perks + Benefits

Assurance Benefits Overview

Our Benefits

Flexible Working Environment
Your schedule and working hours are up to you at Assurance. We care more about results than when and where you get your work done, and we find that a flexible schedule can help alleviate the stress of a rigid work-life balance.

Unlimited Time Off
We work hard, so it’s important that we take time to refresh and reset when we need it. We empower our employees to take the time that make sense for them.

Nutritional Snacks and Weekly Lunches
We encourage a healthy lifestyle for employees in all ways that we can, and we don’t want it to be tough to find sustenance when you’re hard at work! We provide healthy, nutritional snacks throughout our office, and outstanding local coffee. We also host a weekly lunch, featuring top local restaurants, to accompany our all-company meeting.

Commuter Benefits
We want to make sure it’s easy for you to get to and from work, so we a provide free public transportation or greatly subsidized parking close to our office.

Inspiring Offices
From the beginning, our founders believed that beautiful, open, inspiring spaces lead to energy and creativity. We seek beautiful office spaces in all of our locations, and in 2020 we’ll be taking occupancy of a stunning new office on the top two floors of Madison Center in downtown Seattle – this space features floor to ceiling windows with stunning 360 degree views of the Puget Sound, and an exclusive private rooftop deck.

Competitive Health Benefits
Access to high quality healthcare is core to our business, and we care that our employees don’t have to worry about visiting a doctor. All employees receive competitive health, dental, and vision benefits packages.

Choice of High-End Equipment
We want to make sure you’re empowered to create amazing things. We give new employees the option of a variety of high-end computers and accessories.

Investment Opportunities
We believe in the importance of investing in yourself in a variety of ways, including financially. We offer a strong 401k plan, with options to invest in traditional, Roth, and after-tax options, all backed by a best-in-class platform from Prudential.

Volunteer in local community
Friends outside of work
Eat lunch together
Daily sync
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Assurance provides flexible start and end times for our employees
Remote Work Program
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Some Meals Provided
Happy Hours
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within

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