Finance & Strategy, Associate / Senior Associate

1 Month ago • 4 Years + • Finance • $85,000 PA - $138,000 PA

Job Summary

Job Description

Ethos is seeking a Finance & Strategy Associate/Senior Associate to join their team. This role involves defining the company's financial plan and providing financial and operational decision support to cross-functional partners. The candidate will utilize analytical, operational, and technical skills to scale and enhance corporate finance and FP&A functions, drive financial planning processes, and conduct strategic analyses on key business initiatives. The position offers high visibility across the executive team and requires solving complex challenges in a fast-paced, analytically rigorous, mission-driven, and impact-oriented environment. Key responsibilities include applying data-driven analysis to influence decision-making, developing financial and operational plans, building and scaling the corporate finance function, representing the company with external partners, and developing financial performance metrics.
Must have:
  • 4+ years of relevant work experience
  • 2+ years of consulting, investment banking, or PE/growth equity
  • 2+ years of operational experience at a high-growth tech company
  • Excellent Excel skills and financial modeling experience
  • Strong critical thinking and business judgment
  • Ability to balance strategic thinking and analytical problem solving
  • Self-starter with ability to manage multiple projects and meet deadlines
  • Excellent communication and cross-functional collaboration skills
  • Exceptional attention to detail
  • Degree in a quantitative field
Good to have:
  • SQL knowledge
  • Ability to use statistical analysis tools

Job Details

About Ethos

Ethos was built to make it faster and easier to get life insurance for the next million families. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. 

We leverage deep technology and data science to streamline the life insurance process, making it more accessible and convenient. Using predictive analytics, we are able to transform a traditionally multi-week process into a modern digital experience for our users that can take just minutes! We’ve issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. Our full-stack technology platform is the backbone of family financial health.

We make getting life insurance easier, faster and better for everyone. 

Our investors include General Catalyst, Sequoia Capital, Accel Partners, Google Ventures, SoftBank, and the investment vehicles of Jay-Z, Kevin Durant, Robert Downey Jr and others. This year, we were named on CB Insights' Global Insurtech 50 list and BuiltIn's Top 100 Midsize Companies in San Francisco. We are scaling quickly and looking for passionate people to protect the next million families! 

About the Role:

Ethos is looking for an ambitious self-starter to join our Finance & Strategy Team. As part of this team you will play a major role in defining the company’s financial plan and provide financial and operational decision support to cross-functional partners. You will use a combination of analytical, operational, and technical skills to scale and improve our corporate finance and FP&A functions, drive financial planning processes, and work with various business partners to develop strategic analyses on key business initiatives.

This role will have high visibility across the executive team and will require you to solve the most complex, interesting challenges of a rapidly-scaling startup. If you enjoy working in an environment that is fast-paced, analytically rigorous, mission-driven and impact-oriented, read on and get in touch!

Duties and Responsibilities:

  • Apply a data-driven analytical approach to influence decision making and support company leadership in evaluating strategic initiatives
  • Develop and maintain financial and operational plans, including revenue, cost and headcount targets
  • Build and scale the corporate finance function of the company by implementing new processes and improving controls
  • Represent the company with external partners and help evaluate / support strategic vendor relationships
  • Develop and monitor critical financial performance metrics, and communicate actionable insights to relevant stakeholders

Qualifications and Skills:

  • 4+ years of relevant work experience, including:
    • 2+ years of consulting, investment banking, and/or private equity / growth equity
    • 2+ years of operational experience at a high-growth technology company 
  • Best-in-class excel skills and extensive experience developing insightful financial models and quantitative analyses, paired with strong critical thinking and sound business judgment 
  • Ability to flex between high-level strategic thinking and deep analytical problem solving
  • Motivated self-starter with a track record of success and a proven ability to juggle multiple projects/tasks while hitting deadlines. Desire to own and drive projects from Day 1
  • Excellent communication skills and effective cross-functional collaborator
  • Exceptional attention to detail
  • Stellar academic record with a degree in a quantitative field (e.g. Finance, Business, Engineering, Mathematics, etc.) 

Bonuses:

  • SQL knowledge
  • Ability to use statistical analysis tools

#LI-Remote 

The US national base salary range for this full-time position is $85,000 - $138,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. 

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. 

You can find further details of our US benefits at https://www.ethoslife.com/careers/

Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

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About The Company

Ethos was built to make it faster and easier to get term life insurance. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. Using predictive analytics, we are able to transform a traditionally 15-week process into a modern digital experience for our users. Ethos has raised over $400 million from Sequoia Capital, SoftBank Vision Fund 2, Accel, and Google Ventures (GV). We are scaling quickly and looking for passionate people to join us in our mission to protect the next million families!

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