Sr. Financial Analyst

The Opportunity

The Sr. Financial Analyst in Financial Planning & Analysis will play a highly visible role as a strategic finance partner to leaders across the Product Delivery Organization. This individual will support financial planning, forecasting, reporting, and investment evaluations, while serving as a trusted advisor to cross-functional leaders. Success in this role requires the ability to translate complex financial and operational data into actionable insights, evaluate tradeoffs, support resource allocation decisions, and communicate risks, opportunities, and recommendations with clarity. The Sr. Financial Analyst will help drive sound financial outcomes by combining analytical rigor, stakeholder management, in support of annual planning, ongoing performance management, and strategic business initiatives.

Salary Range:  $106,700 - $133,400 (Eligible for Competitive Bonus & Equity Offering)
Root is a “work where it works best” company. Meaning we will support you working in whatever location that works best for you across the US. We will continue to have our headquarters in Columbus, Ohio.

How You Will Make an Impact

• Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making.
• Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers.
• Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
• Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness.
• Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning.
• Support the governance and enhancement of the FP&A teams Enterprise Performance Management tool (Anaplan) 
• Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps.
• Support annual planning by analyzing proposed investments, business strategy initiatives, and resource allocation options, with a focus on financial impact, scalability, and alignment to company priorities.
• Conduct ad hoc analyses to evaluate strategic initiatives, operating tradeoffs, growth opportunities, and performance improvement opportunities across the Product Delivery organization.
• Prepare financial reporting and executive-ready materials that communicate performance, risks, opportunities, and recommendations with clarity and precision.
• Help improve FP&A processes, reporting tools, and planning practices to increase financial discipline, forecast accuracy, and business partner effectiveness.

What You Will Need to Succeed

• 4+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a related analytical finance function.
• A bachelor’s degree in Finance, Economics, Business, Accounting, Data Analytics, or another quantitative field.
• Experience in P&C insurance strongly preferred
• Experience in support of Engineering, Business Development, and Marketing organizations preferred.
• Advanced Microsoft Office and Google Workspace skills required
• Experience with Enterprise Performance Management software required. Experience with Anaplan strongly preferred
• Experience partnering with cross-functional leaders, preferably within Product, Engineering, Growth, Business Development, Data Science, or similarly complex operating teams.
• Strong understanding of core FP&A activities, including budgeting, forecasting, reporting, variance analysis, headcount planning, and investment evaluation.
• Familiarity with acquisition spend, growth investment analysis, unit economics, LTV/CAC, or marketing efficiency metrics.
• Strong business judgment and comfort evaluating tradeoffs, prioritization decisions, and investment opportunities in ambiguous or evolving situations.
• Excellent communication and stakeholder management skills, with the ability to influence and guide discussions with department leaders.
• High attention to detail, strong ownership mindset, intellectual curiosity, and a continuous improvement orientation.

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Consistent with the Americans with Disabilities Act (ADA) and the Civil Rights Act of 1964, it is the policy of Root to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for Root. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact benefits@joinroot.com.