Strategic Finance Leader

4 weeks ago


San Francisco, California, United States Shepherd Full time
About Shepherd

We're a pioneering company dedicated to revolutionizing the commercial insurance industry through innovative technology and software solutions. Our mission is to empower businesses to manage risk and prevent losses by leveraging cutting-edge tools and platforms.

With a strong focus on sustainability, we're committed to creating a comprehensive platform that combines top-tier insurance offerings with world-class software. Our goal is to make a significant impact on the $10T commercial construction industry and beyond.

About the Role

We're seeking a highly skilled and experienced Financial Planning and Analysis (FP&A) professional to join our team as a Strategic Finance Leader. As a key member of our finance team, you'll play a critical role in driving financial planning, analysis, and strategy across the organization.

Key Responsibilities:

  • Analyze and review corporate financial results, operating performance metrics, and develop comprehensive financial/operating models to support long-term strategic planning and scenario analysis.
  • Establish strong business relationships across the organization and serve as a strategic thought partner with cross-functional teams.
  • Support the annual/quarterly planning process, including revenue forecasts, headcount plans, budgets, and variance analysis.
  • Contribute to building, improving, and maintaining our financial planning system.
  • Provide analytical support for all finance-related activities, including Excel modeling, report generation, and coordinating with teams across the organization.

Requirements:

  • Minimum 4+ years of experience in corporate finance, investment banking, management consulting, private equity, accounting, or related fields.
  • Deep knowledge of financial statement analysis, including advanced Excel and financial modeling skills.
  • Excellent communication skills and storytelling ability when presenting data insights.
  • Detail-oriented and analytical rigor.
  • Team player with a proven ability to build strong collaborative working relationships with business partners and executives.
  • Bachelor's degree in Finance, Economics, Business, or related field.

We offer a competitive salary range of $140,000 to $175,000, plus a comprehensive benefits package, including stock options, unlimited paid time off, and 100% coverage on medical, vision, and dental insurance. Join our team and be part of a dynamic and innovative company that's shaping the future of commercial insurance.

Benefits

We're committed to providing our employees with a comprehensive benefits package that includes:

  • Premium healthcare with 100% contribution to top-tier health, dental, and vision insurance.
  • Unlimited paid time off for flexibility and work-life balance.
  • Premium office spaces on both coasts with daily lunches provided.
  • Access to premium coaching and leadership development opportunities.
  • Competitive 401(k) plan offered.


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