Senior Financial Analyst, GTM

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors, including Marshall Wace, Baillie Gifford, Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high-growth business. We are seeking a highly motivated Senior Financial Analyst to support the GTM (Go-to-Market) Finance function within the GTM FP&A team. The Go-To-Market team at Human Interest encompasses Sales, Partnerships, Marketing, and Customer Onboarding. Reporting to the Director of GTM Finance, this role will be a critical player responsible for cross-functional efforts to support our public company readiness, building financial models for revenue forecast, and collaborating with all levels of the organization to improve our forecasting accuracy and financial reporting.

• Develop robust financial models for revenue forecasting and scenario analysis
• Improve forecast accuracy, explaining material variances to expectations, and developing recommendations that enhance understanding of revenue and expense levers
• Collaborate with senior leadership and their teams to provide ad hoc financial analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with strategic company initiatives
• Provide data‑driven insights and financial analysis to optimize the performance of the GTM organization
• Streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale
• Prepare materials for Board of Directors meetings, investors, and internal reporting
• Create and monitor KPIs to measure performance against key financial objectives

• 3+ years of relevant experience in FP&A at a high-growth software company and/or investment banking
• Excel wizardry - ability to build robust financial models
• Strong attention to detail and accuracy
• High degree of comfort with ambiguity; ability to balance multiple priorities in a fast-paced environment
• Knowledge of SaaS business models and experience in analyzing SaaS metrics
• Excellent communication skills – ability to collaborate across functions and levels throughout the company, as well as with external partners
• Ability to drive insights from large datasets – SQL experience a plus
• Familiarity with Net Suite and Pigment is a plus

Human Interest is tackling one of our country’s biggest challenges – closing the retirement gap. You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team.

We value hard work and recognize that our team’s contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

• Customer obsession
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  We’re all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long‑Term Orientation
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  We’re not just playing for today; we’re building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams
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  We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent…