Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.
We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.
Embrace Pet Insurance is hiring for a Lead Financial Analyst to be based in their Cleveland, OH company headquarters.
This is a hybrid role with in-office expectations on Tuesday, Wednesday and Thursday
About Embrace
At Embrace, we're redefining the pet insurance experience through innovation, data-driven decision-making, and a commitment to helping pet parents provide the best possible care for their pets. As part of our growing organization, you'll have the opportunity to make a meaningful impact while partnering with leaders across the business to drive strategic and financial success.
Position Summary
Reporting to the Director of Financial Planning & Analysis for Embrace, the Lead Financial Analyst owns and independently performs complex financial analysis related to cash flow, operating results, strategic initiatives, and business planning. This role serves as a trusted finance partner to business leaders by providing actionable insights, leading financial modeling efforts, and driving forecasting, planning, and performance management activities. The ideal candidate combines strong analytical capabilities with the ability to influence decision-making and support organizational growth and profitability.
Key Responsibilities
Financial Planning & Analysis
Lead the development of financial forecasts, annual budgets, long-range plans, and business performance analyses.
Develop and maintain complex financial models used to evaluate strategic initiatives, investment opportunities, and operational decisions.
Analyze financial results, identify trends, risks, and opportunities, and provide recommendations to support business performance.
Business Partnership & Leadership Support
Serve as a trusted finance partner to business leaders, providing insights that support strategic decision-making and operational improvements.
Prepare and present financial reports, dashboards, and recommendations to senior leadership and key stakeholders.
Lead cross-functional financial initiatives and support key corporate projects with enterprise-wide impact.
Reporting, Process Improvement & Strategic Initiatives
Own KPI reporting, performance measurement frameworks, and executive-level financial dashboards.
Manage cash flow forecasting, liquidity analyses, and working capital recommendations.
Drive automation, reporting enhancements, and process improvement initiatives that improve efficiency and decision-making.
Team Development & Special Projects
Mentor junior analysts and share best practices related to financial modeling, reporting, and business analysis.
Independently conduct complex ad hoc financial, operational, and strategic analyses with minimal direction.
Support regulatory reporting requirements and financial analyses related to compliance initiatives.
Qualifications
Required Experience
8+ years of progressive experience in financial analysis, FP&A, corporate finance, accounting, insurance finance, or related fields.
Demonstrated success independently managing complex financial projects and influencing business decisions.
Experience partnering with senior leadership and cross-functional stakeholders to drive business outcomes.
Strong financial modeling, forecasting, reporting, and business analysis capabilities.
Preferred Qualifications
MBA, CPA, CFA, or another advanced financial…