About Beam Benefits

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. 

Today, Beam Benefits is available in 40+ states and has expanded beyond dental. Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, and support from Beam’s helpful representatives. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members.

What We're Looking For:

• Beam’s Financial Planning & Analysis (FP&A) team helps the business make strong decisions through financial insight, disciplined analysis, and thoughtful planning
• We build models, analyze performance, support forecasting, and partner across the company to turn data into action
• We are looking for a Financial Analyst to join our FP&A team
• This role will support budgeting, forecasting, reporting, and ad hoc analysis while helping build scalable FP&A processes across Beam Benefits
• The right candidate brings strong financial fundamentals, curiosity, sound judgment, and a collaborative mindset
• This person should be comfortable in a high-growth environment where priorities shift, processes evolve, and new questions emerge quickly

What You Will Bring:

• You are a proactive problem-solver who is curious, collaborative, and comfortable asking questions
• You are comfortable working in ambiguity and adapting as priorities change
• You do not just report numbers, you understand the drivers behind them and what they mean for the business
• You can connect accounting, financial results, and operating performance to tell a clear story
• You communicate financial insights clearly to both finance and non-finance partners
• You have strong Excel skills and can build, maintain, and improve financial models with accuracy and speed
• You turn financial and operational data into clear insights and practical recommendations
• You bring strong attention to detail, sound organization, and thoughtful thinking
• You look for ways to improve processes, reporting, and team effectiveness
• You have experience with NetSuite, Looker, and/or similar ERP and BI tools

What You Will Do:

• Develop and report budgets and forecasts for departments and business areas
• Analyze financial and operational data to support decision-making across the business
• Prepare monthly reporting, variance analysis, and forward-looking forecasts for senior management
• Support profit and loss reporting and explain business performance through clear analysis
• Partner with stakeholders across the organization to gather inputs, understand drivers, and improve forecast accuracy
• Contribute to annual planning, budgeting, and reforecasting processes
• Support special projects through data and information driven analysis, findings, and recommendations
• Prepare ad hoc reporting and analysis to support leadership decisions
• Help improve FP&A tools, reporting, and processes over time

Minimum Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• 3+ years of experience in FP&A, corporate finance, public accounting, consulting, transaction advisory, or a related field
• Hands-on experience with budgeting, forecasting, variance analysis, and financial reporting
• Strong Excel skills, including financial modeling and working with large or imperfect data sets
• Experience with NetSuite, Looker, or similar ERP and reporting tools
• Strong written and verbal communication skills
• Ability to work independently, manage competing priorities, and operate effectively in a changing environment
• Experience in insurance, SaaS, fintech, or other high-growth environments is preferred but not required