Boston, MA, 02133, USA
17 hours ago
Finance Business Partner - Insurane - Great benefits!
Description We are seeking a Finance Business Partner to join a high-growth organization and play a key role in driving strategic and financial performance across multiple business functions. This role offers the opportunity to act as a trusted advisor to senior leadership and directly influence business strategy, growth, and operational efficiency. What You’ll Do: + Act as a trusted advisor to senior leadership across Insurance Product, Commercial, Sales & Service Center, and Customer Lifecycle teams + Lead financial planning, valuation, OKR & QBR development, and provide strategic support for commission revenue structures, product revenue, renewal revenue, and a significant portion of the operating expense base + Build and present financial business cases for product launches, carrier negotiations, post-sale customer management, and workforce management decisions + Oversee risk management and valuation of strategic initiatives, including integration of platform installment fees projected to drive a substantial portion of future revenue + Partner on sales incentive plan design and implementation, ensuring alignment with efficiency and growth goals + Contribute to company-wide LTV modeling to guide channel and product strategy + Build reporting models to support customer lifecycle analysis, investment decisions, and retention strategies + Lead in-depth analysis of business and financial trends, driving performance-focused conversations with stakeholders + Manage partnership compensation models and collaborate with accounting for accurate and timely execution + Oversee expense management, including contract review, reporting, and headcount forecasting + Lead annual budgeting cycles, helping set strategic priorities and long-term financial targets + Collaborate across the finance organization to align on best practices, tools, and process improvements Requirements What We’re Looking For: + 5+ years of finance/accounting experience (MBA and/or CPA preferred) + Prior insurance experience & FP& A - Property and Casualty + Proven ability to turn complex data into actionable insights + Strong communicator with the ability to influence senior stakeholders and manage conflict + Ability to operate both strategically and tactically in a fast-paced environment + Advanced Excel skills, including complex financial model development + Strong problem-solving skills and ability to take ownership from identification through resolution + Collaborative, self-starter mindset with the ability to thrive in a dynamic environment Role Details: 📍 Location: Boston, MA + Hybrid: 8x/month onsite + In addition to the base there is a target bonus of up to 10% + Excellent benefits including 25 days PTO, 10 sick days and 10 holidays as well as great medical, dental etc. + Yearly trip to Europe! Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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