Principal Financial Analyst

About the Role

The Principal Financial Analyst will work closely with cross-functional teams, including Revenue, Product, and Operations, to drive alignment and growth. This role will also mentor and develop analysts on the team, raising the quality bar through example, model review, and coaching.

Beam Benefits is a dynamic and innovative company that values integrity, technical prowess, creative thinking, energy, and emotional intelligence. As a Principal Financial Analyst, you will be part of a team that is passionate about modernizing the benefits industry and making a positive impact on people's lives.

What You Will Do

• Own the strategic pricing function end-to-end, including design and governance of pricing models, deal-level analysis, and pricing strategy
• Lead long-range planning, annual budgeting, and quarterly reforecasting processes, partnering with the CFO, senior leadership, and business unit owners
• Serve as the finance lead on complex strategic initiatives, including M&A analysis, new product launches, market expansion, and major partnerships
• Build and maintain critical financial and operational models, including unit economics, LTV/CAC, cohort profitability, and capital planning
• Deliver executive, board, and investor-ready analyses and narratives that turn complex data into clear recommendations
• Mentor and develop analysts across the FP&A team through model review, coaching, and support for professional growth
• Partner with Data, Accounting, and Revenue Operations to improve the underlying data infrastructure
• Identify opportunities to improve the FP&A function, including process, tooling, and reporting, and lead those improvements to completion
• Collaborate with cross-functional teams to drive alignment and growth

What We Are Looking For

• Advanced Excel modeling skills, with experience designing scalable and auditable financial models
• Proficiency in SQL and at least one BI tool, such as Tableau or Looker
• Ability to translate ambiguous business questions into structured analytical frameworks and communicate findings clearly to executives, the board, and investors
• Track record of leading cross-functional initiatives and driving alignment across Finance, Revenue, Product, and Operations
• Experience mentoring and developing analysts, with a focus on raising the quality bar through example, model review, and coaching
• Entrepreneurial mindset, with the ability to identify and solve problems without being asked
• Strong attention to detail, paired with commercial judgment about where precision matters and where speed is more important
• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field
• 6+ years of progressive experience in corporate FP&A, management consulting, transaction services, investment banking, or private equity

Nice to Have

• Experience with Salesforce and other financial planning tools
• Certification in a relevant field, such as CFA or CPA
• Experience working in a fast-paced, dynamic environment, with a focus on innovation and growth
• Strong understanding of the benefits industry, with a focus on digital benefits platforms

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a dynamic and innovative company that is modernizing the benefits industry
• Collaborative and supportive team environment, with a focus on growth and development
• Flexible working hours and remote work options
• Access to cutting-edge technology and tools, including Salesforce and other financial planning software
• Professional development opportunities, including training and certification programs
• Recognition and reward for outstanding performance, including bonuses and promotions

• To stand out as a candidate, make sure to highlight your advanced Excel modeling skills and experience working with large, complex data sets.
• Be prepared to discuss your experience with SQL and BI tools, such as Tableau or Looker, and how you have applied these skills in previous roles.
• Emphasize your ability to communicate complex financial concepts clearly and concisely to non-technical stakeholders, including executives and investors.
• Showcase your entrepreneurial mindset and ability to identify and solve problems without being asked, and be prepared to provide examples of times when you have done so in the past.
• Don't be afraid to ask questions during the interview process, such as what the biggest challenges facing the team are and how you can contribute to solving them.
• Consider creating a portfolio of your work, including examples of financial models and analyses you have developed, to demonstrate your skills and experience to the hiring team.
• Be prepared to negotiate your salary and benefits package, and do your research ahead of time to determine a fair and competitive range for the role.