Strategic FP&A Lead

Job Description

Job Description

Description About Reserv

Reserv is an insurtech innovator building AI and automation solutions to simplify claims. Founded by industry veterans with deep experience in SaaS and insurance, we're backed by leading investors like Bain Capital and Altai Ventures. We're scaling fast — currently ~600 people — and we're building the systems, infrastructure, and processes to support hypergrowth.

About the role

As an FP&A Lead, you'll play a critical role in shaping Reserv's financial future. You'll lead financial planning, forecasting, and business performance analysis across the company — providing insights that drive strategic decisions and operational excellence. This is a high-impact role, reporting to the CFO and working directly with the executive & founding team, that sits at the intersection of Finance, Strategy, and Operations, ensuring that our leadership team has the data and perspective needed to fuel sustainable growth.

The ideal candidate combines strong analytical and modeling skills with the ability to translate financial insights into actionable recommendations : you must be comfortable operating in ambiguity by asking critical questions, piercingly drive to insight, and rapidly iterate. As the architect of all our financial plans, you will develop and pressure-test different financial scenarios and work with the executive team and the founding team to discuss and resolve trade-offs in budget, strategic plans, goals, and resourcing based on your analyses. You'll thrive in ambiguity, enjoy building processes from the ground up, and be motivated by helping a fast-scaling company grow intelligently and efficiently.

The ideal candidate has 5+ years of experience spanning banking or consulting and fast-growing startups, with advanced Excel and financial modeling skills and hands-on experience in functional finance.

What we need

We need you to do all the things typical to the role :

• Lead the annual budgeting and quarterly forecasting processes, partnering with department heads to set realistic yet ambitious financial goals.
• Develop and maintain robust financial models to evaluate growth, profitability, and key performance metrics. Expect frequent scenario modeling to game out and pressure-test evolving strategic projects
• Lead headcount and capacity planning in a production environment, aligning staffing models with workload forecasts and efficiency targets.
• Prepare and present monthly reporting packages to leadership, including variance analyses and commentary on business performance.
• Support strategic decision-making through scenario modeling, ROI analysis, and sensitivity testing on new initiatives.
• Act as a financial business partner to department leaders, providing insights to drive efficiency, resource allocation, and operational alignment.
• Track and analyze company KPIs, identifying trends, risks, and opportunities.
• Collaborate with Accounting to ensure accurate month-end close and financial reporting.
• Contribute to the build-out of financial systems, dashboards, and automation tools to streamline FP&A processes.
• Drive process improvements to enhance forecasting accuracy, reporting timeliness, and data quality.
• Support ad hoc projects such as pricing strategy, capital planning, or fundraising analyses.

Requirements

Nice-to-Haves

Benefits

At Reserv, we value diversity in backgrounds, perspectives, and life experiences and believe that diversity in viewpoints and critical thinking drives innovation, first-principles thinking, and success. We welcome applicants from all backgrounds and encourage those from all walks of life to apply. If you believe you are a good fit for this role, we would love to hear from you!