Senior Financial Operations Manager @ Pie Insurance
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Job Details
About Pie Insurance
Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance. Our diverse team of builders, dreamers, and entrepreneurs is driven by core values and operating principles that guide every decision.
Role Overview
As a Senior Financial Operations Manager, you will lead and drive process improvement throughout our operational processes. You will provide critical insights and analysis, lead enablement initiatives, and strategically execute growth strategies. Your project management expertise and technological proficiency will optimize and automate processes, ensuring our customer experience—serving small business owners, partner agencies, and vendors—is best-in-class.
Key Responsibilities
- Drive transparency and insights with actionable sales reporting and business intelligence.
- Ensure accuracy of policies, rates, and commission statements through data analysis.
- Improve data quality by cleansing, monitoring, and resolving discrepancies.
- Design and implement innovative solutions to optimize commission operations.
- Create accurate and timely production of regular and ad-hoc reports for sales management.
- Organize and analyze revenue-related KPIs and streamline dashboards for sales teams.
- Collaborate with stakeholders to harmonize processes and deploy scalable systems.
- Provide feedback for continuous improvement to sales, product, and engineering teams.
- Analyze marketing campaign effectiveness and identify areas for automation.
- Conduct ROI analysis on production team tools.
The Right Stuff
Applicants should have a Bachelor Degree in Business Administration, Mathematics, or a related field, with a Master’s Degree preferred. Minimum 10 years of operations or analytical experience in a similar role is required.
Knowledge of software, financial services, insurance, insurtech, and startups is preferred. Proficiency with SQL, Excel (including pivot tables), Salesforce, and Looker is essential. Experience with continuous improvement methodologies like Six Sigma, Lean, and value stream mapping is a plus.
Compensation & Benefits
- Competitive cash compensation with base range of $135,000—$170,000 USD.
- Equity participation.
- Comprehensive health plans and generous PTO.
- 401k match and generous parental/caregiver leave.
- Discretionary bonuses based on performance.
Additional Information
This is a remote role for team members based in the United States. Applicants must have access to reliable high-speed internet and be willing to work remotely. Pie Insurance is committed to equal opportunity and uses AI-powered tools to support our fair and efficient hiring process.
Key skills/competency
- Process Improvement
- Project Management
- Data Analysis
- Business Intelligence
- Reporting
- SQL
- Excel
- Salesforce
- Looker
- Continuous Improvement
How to Get Hired at Pie Insurance
🎯 Tips for Getting Hired
- Research Pie Insurance's culture: Study their mission, values, recent news, and reviews.
- Customize your resume: Highlight process improvement and data analysis experience.
- Showcase project management: Detail past successes with scalable solutions.
- Prepare for behavioral questions: Share clear, concise examples of problem resolution.