Corporate Financial Planning and Analysis Lead

Title: Corporate FP&A Lead

Locations: San Francisco, CA, Denver, CO or Madison, WI

Department: G&A
 

Employment Type
Full time

Type
Hybrid
 

Job Description:

About MGT Insurance

MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles.

We're seeking a Corporate FP&A Lead to build our corporate financial planning and analysis function from the ground up. Reporting to the Head of Finance, this is MGT's first dedicated FP&A hire, you will own the corporate model, the planning calendar, and the board narrative from day one.

This is a senior individual contributor role with direct, recurring exposure to the CEO, executive team, board, and investors at a company still early enough that your work visibly moves outcomes. You will own Aleph, our financial planning platform, end-to-end designing how the company plans and reports, including where AI removes manual work from the process. No direct reports at hire; expect to build and manage a small team as the function scales. A player-coach mindset is required as you will build the model and run the process personally.

What You'll Do

• Build and maintain MGT's driver-based 3-statement model (P&L, balance sheet, cash flow) and long-range plan; run scenario and sensitivity analysis on growth, expense, and capital decisions

• Own the monthly financial review process end-to-end — budget vs. actual, variance drivers, KPI reporting, and the written narrative that accompanies the numbers; partner with Accounting through close

• Run the annual and quarterly planning cycles: calendar, templates, target-setting, and the cross-functional coordination that makes them land on time

• Build board decks, investor updates, and diligence materials; prepare the CEO and Head of Finance for board and investor conversations

• Own opex, headcount, and vendor forecasting; build the business cases and ROI framing behind hiring, vendor, and investment decisions, and track them after the fact

• Serve as the finance partner to the leadership team — Underwriting, Distribution, Product, Technology, and G&A — bringing options and tradeoffs, not just numbers

• Serve as system owner and administrator for Aleph, MGT's financial reporting and planning platform: data integrity, model architecture, reporting layer, and adoption across the business

What You Bring

• 8+ years in corporate FP&A, strategic finance, investment banking, or management consulting — or a combination

• Expert 3-statement modeling: builds driver-based P&L, balance sheet, and cash flow models from a blank sheet and can defend every assumption

• Strong data and financial analysis skills; comfortable working with large, imperfect datasets independently

• Track record owning a recurring planning and reporting cycle end-to-end — not just contributing pieces of one

• Has built executive- and board-facing materials and can translate complex analysis into a clear narrative

• High sense of ownership and comfort with ambiguity; operates with autonomy in a fast-moving environment

• Actively uses AI tools to accelerate modeling, reporting, and analysis, and brings those methods to the team

Preferred Qualifications

• Insurance background — especially P&C carrier experience (premium, loss ratio, combined ratio, reserves, statutory reporting) or other financial services

• Hands-on ownership or administration of an FP&A/EPM platform (Aleph, Pigment, Anaplan, Adaptive, Planful, Mosaic, Cube)

• BI tools (Looker, Tableau, Sigma) — able to pull their own data

• Experience as an early or first finance hire building process from scratch

• Exposure to capital planning, reinsurance economics, or working alongside an actuarial team

• MBA or CFA a plus — not required

Location

San Francisco, CA, Denver, CO or Madison, WI — hybrid, 3 days per week in office.

Compensation

$170,000–$210,000 annual base salary, plus 10% target performance bonus and equity.

We recognize that no candidate will meet every qualification and encourage individuals with relevant experience and interest in the role to apply.

Please note: MGT does not accept unsolicited resumes from staffing vendors, including recruitment agencies and/or search firms. Please do not forward resumes to our jobs alias, MGT employees, or any other company location. Any submittals without a prior signed agreement will become property of MGT.

Our Commitment to Diversity, Equity & Inclusion

At MGT, inclusion drives excellence and belonging sustains it. We believe diverse perspectives make us stronger, more innovative, and more connected to the people we serve. We value every voice, champion equity, and create space where all people can grow and succeed together.

Equal Employment Opportunity Statement

MGT is proud to be an Equal Opportunity Employer. We do not discriminate in employment opportunities or practices based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, military or veteran status, or any other status protected by applicable law.

All employment decisions are based on qualifications, merit, and business needs. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the application and employment process. If you need assistance or accommodations, 

This job description is intended to outline the general nature and level of work performed by employees in this role. It is not an exhaustive list of all responsibilities, duties, or qualifications required. MGT Insurance reserves the right to modify, interpret, or apply this job description in any way the company deems appropriate.