Financial Analyst

| Seattle
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 Senior Finance Analyst will report to the Senior Revenue Manager and will play an important role in the team building out an automated revenue calculation and analysis engine. Once buildout is complete, you will be responsible for running the dynamic model to provide insights into product profitability at the most granular levels.

In this role, you will gain an understanding of the business and products, bring together datasets necessary to provide deep insights, and will partner effectively across the organization including Product Management, Data Science, and Engineering. Your work will facilitate the revenue calculation process and provide the analytics needed to drive business decisions.

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 right person for this role thrives in an ever-changing and environment and loves combining an analytical and finance lens to solve business problems.

Responsibilities:

  • Collaborate cross-functionally to develop new financial models to support new product design, revenue analytics and buildout of robust processes to streamline revenue booking and reporting cycles
  • Run and maintain multiple complex revenue calculation models
  • Utilize sophisticated data and BI tools, Tableau and Looker to extract, ingest, analyze, and validate large scale datasets and translate business problems into data models, visualizations, reports and presentations which yield actionable recommendations.
  • Monitor policy revenue and profitability trends across key line of business, prepare revenue reporting and provide data to support the revenue forecasting and financial reporting.
  • Identify and implement areas of improvements and efficiency
  • Review contracts, rates, and commission transactions to ensure proper revenue recognition
  • Maintain an audit trail of complex revenue treatment of transactions, assumptions, and amendments, and respond to inquiries from internal business partners and auditors
  • Assist in month-end and quarterly revenue process and financial reporting
  • Ad hoc analysis and projects

Qualifications:

  • Bachelor's degree required - preferably in Business, Finance, Economics, Accounting, or a related quantitative field
  • At least 3 years of experience in finance or accounting
  • Must have advanced Excel skills and heavy modeling skills with demonstrated capabilities
  • Experience with database and BI tools such as SQL query, Tableau, Power BI and Looker is preferred
  • Familiarity with basic concepts of insurance industry or financial services is a plus
  • CPA, CFA, MBA, or progress towards, is preferred but not required

Preferred Experience and Abilities:

  • Detail-oriented with the ability to work independently
  • Ability to apply critical thinking and analytic skills to formulate recommendations and resolve problems
  • Ability to research, analyze and interpret complex data and formulate recommendations
  • Able to grasp and apply new concepts quickly
  • Collaborative and team-oriented communication style, able to work effectively with cross-functional teams
  • Ability to effectively prioritize concurrent responsibilities and meet timelines

What Assurance Offers
 
At Assurance, we strive for audacious goals, and we’re relentless in our pursuit to be the very best we can be, personally and professionally. Our benefits program is intended to enable every Assurance employee to be the best version of themselves. Our culture clears the way for you to challenge yourself and achieve the impossible. Learn more about life at Assurance! 
 
Our Culture 

Trust and Autonomy 
At Assurance, we hire experts in their field, and we give them the independence and trust to build based on their expertise. We find that brilliant people, given this freedom and trust, will collaborate to build far more amazing things than they could ever be directed to create.

Drive to Innovate 
We don't settle for the status quo – we're a team of innovators who believe that there’s almost always a better way. We operate on first principles – we challenge commonly held assumptions to create new and better solutions from scratch. In our short history we’ve made a lot progress with this mentality, launching new business lines and innovative products constantly. Following our historic acquisition by Prudential, we have more support than ever to innovate and change the world of insurance and financial services. 

Humble Collaboration 
We leave ego at the door and work together to uncover the truth. We prioritize what is best for the whole and avoid focusing on what is best for the individual. We all care about achieving goals more than looking good, and we're eager to constantly be learning from each other.
 
 
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. 

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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

Location

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.”

Adrienne

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.”

Alex

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.”

Callum

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.

Megan

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.

Culture
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
401(K)
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
Parking
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within
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