FP&A Manager

About Us

• Insurance brokers sit at the intersection of care, cost, and access — yet remain one of the most underleveraged assets in the $5T healthcare value chain. They guide millions of Americans through plan selection, coverage questions, and care navigation, yet still rely on spreadsheets, manual workflows, and outdated tools that limit their growth and impact.
• Gyde is reimagining this. We’re building the first AI-native insurance brokerage platform—a system that learns from every client interaction to automate operations, power intelligent voice and chat experiences, and predict the right coverage and products for every individual or business.
• Our approach combines acquisition and AI: we acquire traditional brokerages and transform them into next-generation, data-driven organizations. Through Gyde’s platform, agencies run more efficiently, serve clients more personally, and scale faster than ever before.
• Join us if you’re excited to:
  • Redefine how millions of people access and understand their healthcare coverage, by building systems that turn unstructured data, human conversations, and fragmented processes into intelligence.
  • Build AI systems that improve how people access healthcare
  • Design production-grade voice, chat, and predictive models for a highly regulated domain
  • Launch technologies that augment human judgment and make complex decisions transparent and scalable
  • Help reinvent an entire industry from the inside out
• We’re creating the future of brokerage — where every interaction, insight, and decision is powered by intelligence.
• Our founding team boasts pedigrees from Oscar, Stripe, Vista Equity Partners, and Alpine. Lightspeed led Gyde’s $60M financing, with participation from Optum Ventures, Crystal Venture Partners, Virtue, MVP Ventures, and multiple endowment funds, among others. Hear why on LSVP Investment Memo.

Role Summary

We're looking for an FP&A Manager to own the analytical backbone of a rapidly growing AI-enabled insurance distribution platform. You'll own budgeting, monthly business reviews, and long-term/cash flow modeling, and perform financial analysis  — partnering directly with leadership to help steer the business, while our outsourced accounting partner continues to own monthly close and day-to-day bookkeeping. This role suits someone from an investment banking, consulting, or FP&A background who wants real ownership over how we understand and plan the business, not just execution of an existing process.

Key Responsibilities

Finance Leadership & Operations

• Build and manage the annual budget and ongoing budget-to-actual tracking
• Prepare and present the Monthly Business Review (MBR) for the group and a growing number of subsidiaries 
• Own long-term financial modeling 
• Cash flow modeling and forecasting
• Prepare investor and lender reporting
• Partner with our outsourced accounting provider (FR) on monthly close and integration items as needed
• Lead special financial investigations and ad hoc analysis across the portfolio when something needs to be understood quickly

What you bring / core competencies

• 3-5 years of experience in investment banking, consulting, or FP&A
• Strong financial modeling and analytical toolkit
• Experience owning budgeting, forecasting, or business review processes
• Comfortable operating with limited structure and building process from scratch
• Deep understanding of budgeting, long-term/cash flow modeling, and business reporting
• AI experience is a strong plus

What makes you successful in this role

• You're an A-player with high energy and a builder mentality — you see this as an opportunity to grow, not just a job to fill
• You're hands-on by default and comfortable operating in ambiguity
• You enjoy building structure where little exists — and doing it fast
• You communicate clearly with both finance and non-finance stakeholders
• You thrive in environments with rapid growth, tight timelines, and evolving priorities

What we offer

Gyde offers a competitive benefits package to all employees.  

• Flexible (Unlimited) Paid Time Off
• Medical, Dental, and Vision benefits for you and your family
• Retirement Plan (e.g., 401K) 
• Parental Leave