BestowBE

Senior Financial Analyst

We create leading-edge life insurance products and technologies to make insurance accessible to more people.

Bestow

Employee count: 51-200

Salary: 110k-135k USD

United States only

ABOUT BESTOW

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

Bestow participates in the E-Verify Program.

ABOUT THE TEAM

Finance at Bestow isn't just about numbers — it's about impact. We drive the insights, strategy, and execution that fuel the company’s next stage of growth. Strategic Finance partners directly with the executive team to shape Bestow’s future, from annual plans to Board presentations to long-range strategy. We think like owners, act like entrepreneurs, and build the operational rigor that enables Bestow to scale faster and smarter. If you thrive in high-growth environments and want a front-row seat to scaling a category leader, you'll love what we're building here.

WHAT YOU’LL DO

We are seeking an experienced, self-motivated Senior Financial Analyst to join our Strategic Finance team. You will build and maintain financial models, deliver deep analysis, and drive insights that support Bestow’s growth initiatives and strategic objectives.

In this role, you will:

  • Structure, build, and maintain complex financial and decision-making models, delivering insights and actionable recommendations to executives

  • Serve as a key liaison to executive leadership, presenting analysis, communicating insights, and supporting strategic initiatives with clear, concise narratives

  • Partner closely with functional leaders and budget owners to provide operational analysis, improve forecasting accuracy, and drive business performance

  • Support quarterly and annual budgeting cycles, dynamic forecasting, and long-range strategic planning

  • Develop insights leveraging key SaaS financial metrics (ARR, CAC, LTV, net revenue retention) to inform executive decision-making and investor reporting

  • Assist in the preparation of Board materials, investor reports, and other high-visibility deliverables with precision and executive polish

  • Prepare monthly and quarterly budget vs. actual variance analyses, with clear commentary and action-oriented recommendations

  • Lead frequent ad hoc financial analyses and cross-functional projects to support senior leadership and evolving business priorities

  • Support the buildout and maintenance of financial planning tools (e.g., Anaplan, Pigment) to enhance scalability and operational efficiency

  • Operate as a generalist across Bestow’s business units, gaining broad exposure to different functional areas and strategic initiatives

You will report directly to our Director of Strategic Finance. This is an outstanding opportunity for candidates seeking high-impact experience within a dynamic, high-growth strategic finance organization.

WHO YOU ARE

  • B.S. or B.A. in Accounting, Finance, Business, Economics, Math, or other technical fields

  • 3–5 years of FP&A experience at a fast-growing enterprise software / SaaS company OR 2–3 years of investment banking experience

  • Superior financial analysis skills, including comfort with complex modeling and scenario analysis

  • Highly proficient in Microsoft Excel and Google Workspace; experience with Anaplan, Pigment, or similar financial planning tools preferred

  • Familiarity with SaaS operating metrics and business models (ARR, CAC, LTV, retention)

  • Intellectual curiosity and demonstrated self-starter mentality

  • Exceptional presentation skills and attention to detail

  • Excellent communicator (written and verbal) with an ability to distill complex information into clear, data-supported narratives

  • Collaborative, results-oriented style; a trusted business partner who consistently adds value

  • Ability to thrive in a fast-paced, high-growth environment while maintaining precision

  • Extraordinary work ethic and commitment to Bestow’s mission

TOTAL REWARDS

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits include:

  • Competitive salary and equity based on role

  • Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs

  • 100% paid-premium option for medical, dental, and vision insurance

  • Lifestyle stipend to support your physical, emotional, and financial wellbeing

  • Flexible work-from-home policy and open to remote

  • Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting

  • Employee-led diversity, equity, and inclusion initiatives

Recent Employer Awards include:

  • Best Place for Working Parents 2023

  • Great Place to Work Certified, 2022 + 2023 + 2024

  • Built In Best Places to Work, 2022 + 2023

  • Fortune’s Best Workplaces in Texas 2022 + 2023

  • Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023

We value diversity at Bestow. The company will recruit, hire, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member.

Thanks for considering a career at Bestow!

About the job

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Posted on

Job type

Full Time

Experience level

Senior

Salary

Salary: 110k-135k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Bestow

Learn more about Bestow and their company culture.

View company profile

We create leading-edge life insurance products and technologies to make insurance accessible to more people. Our mission is simple: To increase financial stability for everyone.

We built the platform that powers modern life insurance

Ensuring every family has access to the financial tools and safeguards they deserve is no small task. We’ve revolutionized the way people apply for life insurance, but truly expanding coverage means partnering across the industry. That’s why we’re developing solutions to help carriers drive innovation. Because life insurance isn’t just about today, it’s about being ready for tomorrow.

Employee benefits

Learn about the employee benefits and perks provided at Bestow.

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Paid parental leave

Paid family leave for all parents to support you and your family.

Educational Scholarships

Bestow supports further education and enrichment for employees with title-specific scholarships.

Flexible PTO plan

Take as much time off as you want as long as it doesn't interfere with your ability to do your work.

Flexible PTO Policy

Bestow emphasizes work-life balance with a flexible paid time off policy for all full-time employees.

View Bestow's employee benefits
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Bestow

Company size

51-200 employees

Founded in

2016

Chief executive officer

Melbourne O'Banion

Employees live in

View company profile

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Bestow hiring Senior Financial Analyst • Remote (Work from Home) | Himalayas