Sr. Financial Analyst

Amazing Career Moments Happen Here

Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.

We’re searching for a Senior Financial Analyst to join our FP&A team in a hybrid environment. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.

• Lead financial forecasting and budgeting processes (inclusive of cash flow management activities), ensuring accuracy, timeliness, and alignment with company goals.
• Analyze current and historical financial data to identify trends, risks, and opportunities and recommend strategies to optimize financial performance.
• Provide insightful financial modeling to guide resource allocation and support business decision-making.
• Maintain and automate revenue models that support & track strategic initiatives, budgeting, and forecasting.
• Own financial proforma consolidation process relating to M&A activities.
• Automate and streamline monthly reporting.
• Support consolidation and reporting of operational data and metrics while providing insights and driving measurable results through strong influencing and collaboration skills.
• Interpret the data into actionable items and collaborate with cross‑functional partners to drive measurable results with a sense of urgency.

Your experience may include:

• 5+ years of related FP&A and business partnership
• Bachelor’s degree or equivalent work experience in the areas of finance, business, or related disciplines. MBA or CPA is a plus.
• Experience in software, internet, SaaS, or related industries preferred.
• Excel expertise, with the ability to build and manage complex models.
• Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools.
• Willingness to accept new challenges, and a high level of curiosity and creativity as it relates to new projects and problem‑solving.
• Excellent with numbers, math & logic.
• Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate.

You may have other skills or credentials, including:

• Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers.
• SaaS business industry experience and familiar with the metrics behind it.

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!

A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.

We flex our time together
, collaborating remotely and in‑person to empower our teams to work in the ways that work best for them.

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:

• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday

Learn more about the people behind our products at

Our targeted starting base salary in the United States for this position ranges from $90,000 – $115,000. To determine a new team member’s starting pay, we consider a variety…