The Opportunity
The Sr. Financial Analyst in Financial Planning & Analysis will play a highly visible role as a strategic finance partner to leaders across the Product Delivery Organization. This individual will support financial planning, forecasting, reporting, and investment evaluations, while serving as a trusted advisor to cross-functional leaders. Success in this role requires the ability to translate complex financial and operational data into actionable insights, evaluate tradeoffs, support resource allocation decisions, and communicate risks, opportunities, and recommendations with clarity. The Sr. Financial Analyst will help drive sound financial outcomes by combining analytical rigor, stakeholder management, in support of annual planning, ongoing performance management, and strategic business initiatives.
Salary Range: $106,700 - $133,400 (Eligible for Competitive Bonus & Equity Offering)
Root is a “work where it works best” company. Meaning we will support you working in whatever location that works best for you across the US. We will continue to have our headquarters in Columbus, Ohio.
How You Will Make an Impact
- Serve as the dedicated FP&A partner for leaders across Engineering, Product, Quantitative and Decision Sciences, and Business Development, building trusted relationships and providing financial guidance that supports business decision-making.
- Lead financial planning, forecasting, reporting, and variance analysis for supported departments, ensuring leaders have timely visibility into financial performance, risks, opportunities, and key business drivers.
- Partner with department leaders to translate business priorities into financial plans, resource allocation recommendations, and measurable operating targets.
- Act as the primary finance contact for acquisition spend management, including tracking spend performance, monitoring LTV/CAC trends, and partnering with business leaders to evaluate acquisition efficiency and investment effectiveness.
- Develop and maintain financial models that support departmental forecasting, acquisition spend analysis, headcount planning, vendor and investment decisions, and long-term strategic planning.
- Support the governance and enhancement of the FP&A teams Enterprise Performance Management tool (Anaplan)
- Deliver clear, actionable insights on budget performance, forecast changes, and operational trends, helping leaders understand the “why” behind financial results and determine appropriate next steps.
- Support annual planning by analyzing proposed investments, business strategy initiatives, and