Gradient AI is hiring a

Financial Planning & Analysis (FP&A) Manager

Boston, United States

About Gradient AI: 

Gradient AI delivers state-of-the art Artificial Intelligence and Machine Learning solutions to the trillion-dollar insurance industry. AI has emerged as a disruptive force revolutionizing the way insurance professionals achieve their objectives, and Gradient AI is leading the charge. Our team is made up of Data Science and Insurance Technology experts with a history of building wildly successful technology companies. If you are passionate about making a difference for customers, and collaborating with driven colleagues, then Gradient AI might be the right place for you.  

About the Role: 

Reporting to the Director of Finance & Administration, this highly visible position requires an individual who has the capability of supporting a dynamically evolving organization and possesses superior technical and analytical skills.  The position also requires strong communication capabilities and the need to interface at all levels of the organization.  This role has a hybrid schedule with one to two days in the Boston office.


  • Provide financial analysis and analytical support on a variety of planned, proposed and actual business issues, including proposed new products and business lines, financing transactions, mergers and acquisitions, joint ventures, strategic alliances and other business arrangements. 
  • Provide daily, weekly, monthly and quarterly reports to management on the financial results and operating cash flows of each business segment and provide variance analysis of actual performance against prior forecasts. 
  • Provide monitoring of critical operational business metrics on a daily, weekly and monthly basis and presentation of the data in a real time flash report or dashboard. 
  • Develop models which support the annual strategic plan / budget process and the quarterly forecast updates 
  • Develop cost, margin and ROI templates in support of new service or product offerings. 
  • Analyze trends in key performance indicators, and performance vs. peer/ industry benchmarks, identifying and communicating key business risks and opportunities.  
  • Interface on a regular basis with the sales and other operating departments to determine the extent, if any, of changes to assumptions driving the operating plan. 
  • Ad hoc reporting and presentations of analysis information to all levels of management. 
  • Provide management and oversight to an individual or small team 


  • 7+ years of progressive financial and business analysis experience 
  • Background in financial modeling, statistical trend analysis and profitability analysis essential with any new product or competitive market research and analysis desirable 
  • Strong project management skills and the ability to work independently and effectively organize, prioritize and consistently deliver multiple simultaneous tasks on time and mistake free 
  • Attention to detail as well as excellent analytical, forecasting and budgeting skills 
  • Demonstrated expert level capability with financial modeling and database analysis, using MS Excel and MS Access.   
  • Capacity for synthesizing and analyzing large amounts of data. 
  • SaaS / AI & ML business experience is considered a plus 
  • MBA or other advanced degree and / or designation preferred 
  • Knowledge about either the insurance space considered a plus
  • Excellent written, verbal and interpersonal communication skills  

What We Offer: 

We are an equal opportunity employer that offers a number of benefits and perks to accommodate all types. Bring your authentic self to work in our supportive workplace where we offer: 

  • A fun and fast-paced startup culture 
  • A culture of employee engagement, diversity, and inclusion 
  • Full benefits package including medical, dental, vision, 401k, disability, life insurance, and more 
  • Unlimited vacation days and ample holidays- we all work hard and take time for ourselves when we need it 
  • Competitive salary and generous stock options - we all get to own a piece of what we’re building 
  • Ample opportunities to learn and take on new responsibilities 


This is a hybrid role with one to two days in the Boston office.

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