Lead Financial Analyst

About the role

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.

Embrace Pet Insurance is hiring for a Lead Financial Analyst position

The ideal candidate currently lives in the Cleveland, OH area and will work a hybrid schedule with in-office expectations on Tuesday, Wednesday and Thursday. Embrace may consider applicants in other US locations for this role on a fully remote basis.

Position Summary

Reporting to the Director of Financial Planning & Analysis for Embrace, the Lead Financial Analyst owns and independently performs complex financial analysis related to cash flow, operating results, strategic initiatives, and business planning. This role serves as a trusted finance partner to business leaders by providing actionable insights, leading financial modeling efforts, and driving forecasting, planning, and performance management activities. The ideal candidate combines strong analytical capabilities with the ability to influence decision-making and support organizational growth and profitability.

Key Responsibilities

Financial Planning & Analysis

• Lead the development of financial forecasts, annual budgets, long-range plans, and business performance analyses.
• Develop and maintain complex financial models used to evaluate strategic initiatives, investment opportunities, and operational decisions.
• Analyze financial results, identify trends, risks, and opportunities, and provide recommendations to support business performance.

Business Partnership & Leadership Support

• Serve as a trusted finance partner to business leaders, providing insights that support strategic decision-making and operational improvements.
• Prepare and present financial reports, dashboards, and recommendations to senior leadership and key stakeholders.
• Lead cross-functional financial initiatives and support key corporate projects with enterprise-wide impact.

Reporting, Process Improvement & Strategic Initiatives

• Own KPI reporting, performance measurement frameworks, and executive-level financial dashboards.
• Manage cash flow forecasting, liquidity analyses, and working capital recommendations.
• Drive automation, reporting enhancements, and process improvement initiatives that improve efficiency and decision-making.

Team Development & Special Projects

• Mentor junior analysts and share best practices related to financial modeling, reporting, and business analysis.
• Independently conduct complex ad hoc financial, operational, and strategic analyses with minimal direction.
• Support regulatory reporting requirements and financial analyses related to compliance initiatives.

Qualifications

Required Experience

• 8+ years of progressive experience in financial analysis, FP&A, corporate finance, accounting, insurance finance, or related fields.
• Demonstrated success independently managing complex financial projects and influencing business decisions.
• Experience partnering with senior leadership and cross-functional stakeholders to drive business outcomes.
• Strong financial modeling, forecasting, reporting, and business analysis capabilities.

Preferred Qualifications

• MBA, CPA, CFA, or another advanced financial designation.
• Experience building executive-level reporting, dashboards, and performance metrics.

Education

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related field.

Success Factors

• Ability to operate independently and exercise sound judgment on complex financial and business matters.
• Strong analytical, financial modeling, forecasting, and problem-solving skills.
• Ability to translate complex data into actionable business recommendations.
• Effective communication skills and executive presence when presenting to leadership.
• Proven ability to manage competing priorities in a fast-paced and evolving environment.
• Continuous improvement mindset with a focus on automation, efficiency, and business impact.

Base pay range

$91,325 - $114,158 per year. This is the range we reasonably expect to pay at hire. Placement within the range depends on job-related factors such as experience, skills, and certifications.

This position is eligible for an annual bonus.

Base pay is one part of a total rewards package that includes the benefits listed below.

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)

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