MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles.
About the Role
You will oversee the financial planning and analysis for the company, working with senior leadership to provide insightful analysis, forecasts, and financial models. This role is critical in driving strategic decision-making and ensuring the company's financial health. You will have high visibility, with the opportunity to interface with senior leadership across the business and with external stakeholders, including investors and board members. To be successful in this role, you should have strong problem-solving and interpersonal skills, and be able to handle multiple tasks and priorities in a fast-paced environment. As an early member of the team, there will be significant opportunity, responsibility, and ownership upside.
Responsibilities
- Develop and maintain financial models to support budgeting, forecasting, and long-term planning
- Analyze financial performance and provide insights and recommendations
- Prepare regular financial reports and presentations for management
- Work collaboratively with accounting to gather data
- Monitor key performance indicators (KPIs) and identify trends and variances
- Assist in the preparation of the annual budget and periodic forecasts
- Collaborate with various departments to gather data and support decision-making
- Conduct ad-hoc financial analysis as needed
Qualifications
- 5-8+ years of experience in FP&A, investment banking, private equity, or similar
- Excellent analytical, organizational, and communication skills
- Detail-oriented with a high level of accuracy and a commitment to maintaining the highest standards of financial integrity
Nice To Have
- Experience working in a startup environment or within a high-growth company
- Experience within the insurance industry or similar “balance sheet” industries
- Experience in accounting
Location
Bay Area, CA preferred; will consider Denver, CO and Madison, WI
$145,000-$200,000 base salary + bonus + equity (commensurate with experience)
At MGT, inclusion drives excellence and belonging sustains it. We believe diverse perspectives make us stronger, more innovative, and more connected to the people we serve. We value every voice, champion equity, and create space where all people can grow and succeed together.
Equal Employment Opportunity Statement
MGT is proud to be an Equal Opportunity Employer. We do not discriminate in employment opportunities or practices based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, military or veteran status, or any other status protected by applicable law.
All employment decisions are based on qualifications, merit, and business needs. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the application and employment process. If you need assistance or accommodations, please contact us at [email protected].
DisclaimerThis job description is intended to outline the general nature and level of work performed by employees in this role. It is not an exhaustive list of all responsibilities, duties, or qualifications required. MGT Insurance reserves the right to modify, interpret, or apply this job description in any way the company deems appropriate.
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