PE
persolowaInsurance and Finance Clerk
Insurance sales representative supporting external partners and creating offers in diverse insurance areas. Engaging in sales campaigns and administrative tasks for a smooth workflow.
About the role
- Financial Modeling & Analysis – Build and maintain world-class models, run scenario analyses, and generate insights that drive strategic and fundraising decisions.
- Forecasting & Planning – Own FP&A, including revenue forecasts, unit economics, and long-range planning that inform company strategy.
- Operational & Marketing Analytics – Develop and own the core suite of dashboards that track the entire client lifecycle, from initial lead to case resolution, monitoring CAC by case stage, channel quality, and lead-to-stage funnel velocity.
- Business Intelligence & Reporting – Design and implement dashboards and reporting systems (BI tools, SQL, Sheets) that turn raw data into actionable insights.
- Strategic Finance Projects – Lead fundraising support, investor materials, financial diligence, and capital strategy alongside the CEO.
- Cross-Functional Finance & Analytics Partnering – Collaborate across operations, marketing, and product to tie financial and data strategy directly to execution.
Requirements
- 3–5 years of relevant experience in investment banking, venture capital, FP&A, or corporate finance
- Crusher modeler—exceptional in Excel/Sheets; able to build, audit, and adapt complex models
- Data-driven problem solver—able to pull, manipulate, and interpret data using BI tools or SQL
- Strategic communicator—adept at distilling complexity into clear stories using PowerPoint, Figma, or a sharp memo
- Builder mindset—don’t just analyze problems, solve them fast and effectively
- Future leader—eager to grow into Head of Finance/CFO
Benefits
- Fully hybrid remote position with monthly expectations to collaborate in person with the NYC-based CEO
- CFO-track opportunity and pathway to Head of Finance/CFO
- Advocate is an equal opportunity employer and values diverse perspectives
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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