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Home Flexible Job Board Financial Planning & Analysis - Insights

Salary Unstated 87d ago

Financial Planning & Analysis - Insights

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Augment Risk

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Summary

The role focuses on building financial analytical intelligence to drive strategic decision-making and scaling the FP&A function. Responsibilities include generating actionable insights from complex datasets, designing BI infrastructure, and partnering with senior leadership to optimize business performance.

Job Description

The role:

As Associate / Associate Partner – Financial Planning & Analysis, you will build and scale the financial analytical intelligence capabilities that power decision-making across Augment Risk.  Reporting directly to the Chief Financial Officer (CFO), you will translate raw financial and operational data into actionable insights, design self-service analytics infrastructure, and partner across the organization to uncover opportunities that drive growth and efficiency.  You will collaborate closely across organization to move beyond retrospective reporting to predictive, forward-looking intelligence - while also rolling up your sleeves on core FP&A cycles.  Above all, this is a role for someone with real energy around finance - creative, eager, curious - who is ready to challenge and push the Finance function forward rather than simply execute.  This role will play an instrumental role in the Augment Risk finance function as it scales.

The ideal candidate brings working knowledge of financial planning, data analytics, and business intelligence, alongside energy, creativity, curiosity, and drive.  They pair an exceptional ability to distill complex datasets into insights and outcomes, with strong financial instincts and hands-on technical capabilities, comfort with the everyday FP&A work as much as the higher-profile insight work, and a collaborative mindset that delivers in a dynamic environment.  

This role provides a rare opportunity to help architect how a high-growth, entrepreneurial organization leverages data as a strategic advantage, while playing a foundational role in building and scaling a modern finance function - with the latitude to bring fresh thinking, push senior leadership, and grow quickly alongside the business.

Responsibilities:

Insight Generation & Strategic Analysis:

  • Conduct deep-dive analyses into business performance, customer behavior, and operational efficiency to surface trends, anomalies, and opportunities that inform strategic priorities.
  • Develop predictive models and scenario analyses that anticipate future business needs, enabling proactive decision-making.
  • Transform complex datasets into clear, compelling visualizations and narratives that make insights accessible and actionable for diverse audiences.

Finance Analytics & Business Intelligence Infrastructure:

  • Design and implement scalable data analytics framework and reporting tools that enable real-time visibility into business performance and trends.
  • Work with aggregated data sources from multiple systems (FP&A platforms, accounting systems, CRM, operational databases) to create unified views of business performance.
  • Support core FP&A tasks, contributing analytical rigor and insights across traditional management reporting activities.

Cross-Functional Partnership & Decision Enablement:

  • Work closely with senior leadership to identify key business questions, design analytical frameworks to address them, and deliver findings that influence executive decision-making.
  • Collaborate closely across the organization ensure seamless integration between financial models and analytical insights, creating a unified view of business performance. 
  • Act as a trusted advisor to key leaders across sales, operations, product, and marketing, delivering data-driven recommendations that shape resource allocation and strategic initiatives.

Automation & Continuous Improvement:

  • Identify opportunities to automate recurring reporting processes across finance and sales analytics.  Build automated reporting solutions that reduce manual effort and accelerate the delivery of insights to stakeholders at all levels.
  • Build repeatable analytical frameworks that increase organizational bandwidth and reduce reliance on ad hoc data pulls.  
  • Leverage AI tools to accelerate insight generation, automate recurring analytical tasks, and enhance the quality and speed of financial modelling and reporting.
  • Continuously improve systems utilization to unlock greater value from existing technology investments.
  • Evaluate and implement reporting tools to improve insight scalability.

Data-Driven Culture & Capability Building:

  • Champion a data-first mindset across the organization, ensuring proper treatment of data and empowering teams to leverage analytics in their day-to-day decision-making and strategic planning.

Experience:

  • 4-8 years of progressive experience in FP&A, financial data analytics, or business intelligence, with demonstrated success in translating data into business impact.
  • Proven ability to influence senior stakeholders through compelling insights, with a track record of driving decisions and outcomes through financial analysis.  
  • The capacity to bring intellectual curiosity and a genuine point of view to every conversation, and to introduce and carry through new ideas.
  • Demonstrated hands-on technical expertise with a 'builder' mentality.  Able to design solutions from scratch, troubleshoot issues, and deliver results in ambiguous environments.  Actively leverages AI tools (LLMs, AI-assisted coding, analytics copilots) as a core part of their toolkit.  
  • Excellent communication skills, with the ability to translate technical findings into strategic recommendations for diverse audiences.
  • Entrepreneurial mindset with a passion for experimentation, continuous learning, and pushing the boundaries of what's possible with data.
  • Proven ability to operate effectively across a broad remit.  Equally comfortable contributing to core FP&A cycles as to advanced analytics and insights work; thrives in lean, high-ownership environments where scope is dynamic.
  • Strong collaborative approach and ability to work effectively with finance, sales, operations, and technology teams.
  • Bachelor's degree in Economics, Finance, Data Science, Statistics, Mathematics, or related field.

Why Join Us:

  • We offer competitive compensation packages, including base salary, performance-related bonuses, and equity participation.
  • We will provide you with the opportunity to be inventive and innovative, we love challenging industry norms.
  • You will work in a multi-disciplinary environment, collaborating closely with talented individuals within a flat structure.
  • You will be trusted and encouraged to take ownership and accountability.
  • We adopt a work from anywhere approach. Our colleagues and clients are globally distributed which means flexibility is key to delivering great client outcomes, and that’s what matters to us.
  • We believe in rewarding success, and we want everyone to share in the value we create – therefore, all our employees are offered equity.
  • We look after our people and their loved ones. Our employee benefits are designed with that in mind.
  • Augment Risk is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
  • We look after our people and their loved ones. Our employee benefits are designed with that in mind.

Ready to make a difference? 

As a fast-growing company, our culture is centered around innovation, collaboration, and ownership. This is an opportunity to take the initiative, bring ideas that will matter and be heard, and be involved in making impactful decisions, all while contributing meaningful work to the company’s success, which is of course highly recognized and rewarded. 

We ensure to build transparency into our culture to foster trust and high engagement. Open communication, shared ideas, clear decision reasoning, along with a strong and constructive feedback culture ensures our employees feel empowered and informed.

Within this dynamic environment, you will be wholeheartedly supported by your skilled and talented colleagues. We are seeking like-minded individuals aligned with this culture, to not only shape and grow the role, but be a huge part of our exciting journey ahead. If you feel well aligned to all the above, making this a great match for you, go ahead and apply now!

#LI-JM1

About the company

Augment Risk

Augment Risk launched in 2023 with over USD 100M+ in capital available from Altamont Capital Partners and a global presence in the US, UK, Bermuda, EU and Cayman.

Augment Risk is a global, specialist capital solutions intermediary, designing and placing protections including prospective reinsurance and retrospective capital and legacy structures for P&C clients.

Founded

2022

Company size

51-200 employees

Industry

Insurance

Org type

Privately Held

Headquarters

New York

Apply Now

About the company

Augment Risk

Augment Risk launched in 2023 with over USD 100M+ in capital available from Altamont Capital Partners and a global presence in the US, UK, Bermuda, EU and Cayman.

Augment Risk is a global, specialist capital solutions intermediary, designing and placing protections including prospective reinsurance and retrospective capital and legacy structures for P&C clients.

Founded

2022

Company size

51-200 employees

Industry

Insurance

Org type

Privately Held

Headquarters

New York

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