clients Openly

Sr. Financial Analyst


🇺🇸 USA Only

Job Type






Skill Set


Management and Finance

Job Details

Openly is rebuilding insurance from the ground up. We are re-envisioning and enhancing every aspect of the customer experience. Doing this requires a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc.

Now is the perfect time to join the journey. Here's why:

  • It's working. We're in multiple states and on our way to operating countrywide. We have thousands of agents selling our product and millions of dollars of annual customer premiums.
  • We're well backed & stable. We closed our $40M Series B fundraise. We are supported by some of the top investors globally, including Google's “Gradient” AI-focused fund, Obvious Ventures (Beyond Meat, etc.), and Advance Venture Partners.
  • It's not too late! Despite this traction and stability, we're still early enough in the journey that there's time to make a real difference during Openly's formative period.

If you'd like to understand more about Openly's mission, consider checking out this video from a company pitch we gave several years ago at Techstars.

Job Details

We are seeking a highly capable Senior Financial Analyst to support our growing finance organization. In this role, your duties will include supporting the financial month-end close and consolidation, reporting on financial results, developing business financial plans, producing ad-hoc financial analysis, and supporting the implementation of financial systems.

To ensure success as a financial analyst, you should possess extensive accounting or financial planning and analysis experience within the insurance industry.

Key Responsibilities

  • Assist in preparing financial reporting packages, which includes the accounting and preparation of monthly/quarterly/annual financial statements in US GAAP and Statutory basis, as well as internal financial reporting dashboard and presentations
  • Perform accounting close functions including reconciliations, journal entry preparation, accrual processes, and cash accounting.
  • Support the development of a rolling forecast and assist in the creation of annual financial planning and budgeting
  • Analyze monthly financial results and generate monthly reporting dashboards
  • Prepare ad-hoc financial analysis to support management decision making
  • Support tax and audit processes
  • Support the implementation and maintenance of new general ledger and other financial systems


  • Minimum 3-5 years of experience in accounting and financial analysis
  • Bachelor's degree
  • Progress towards MBA or CPA preferred
  • Insurance industry experience preferred
  • Experience with NetSuite is preferred but not required

Benefits & Perks

  • Competitive salary, corporate bonus program, equity position in a start-up company
  • Company-sponsored medical, dental, vision insurance plans, short-term and long-term disability, life insurance, 401k with corporate contribution, and FSA plan
  • Company-paid 12 weeks parental leave policy
  • The company fully embraces the “work-from-anywhere” mentality, even before COVID restrictions.
  • Paid Time Off
  • Fun, fast-paced, startup environment

U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer will be considered.

Openly is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Openly is an E-Verify Employer in the United States. Openly will make reasonable accommodations for qualified individuals with known disabilities under applicable law.