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The Finance Business Partner will work with business leaders for financial performance, analyze data trends, develop financial models, and lead budgeting cycles.
Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies - all online.
Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers - one that empowers their entrepreneurial spirits.
More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston.
We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.
We are looking for a high caliber individual to bolster our finance team as a Finance Business Partner. In this role, you will be empowered to work closely with business leaders to drive action to achieve our ambitious growth targets with sound financial judgement. This role will initially align to support our Direct-to-Consumer and Partnerships distribution channels, with the potential to rotate and expand to support other functional areas over time. We are a team that thrives on deep and varied business knowledge combined with analytical expertise, and are looking for someone that excels in collaboration with stakeholders to challenge and help shape strategic direction.
As a Finance Business Partner, you will:
- Support your business partners in all aspects of financial performance and long term financial strategy, partnering to identify opportunities to accelerate growth and maximize value in a cost effective manner
- Lead in-depth analysis of business and financial trends to drive performance led discussions with business stakeholders
- Develop a deep understanding of the mSME property & casualty insurance market, helping to identify underlying market trends and craft solutions to improve our distribution proposition
- Partner with marketing and digital product to assess value-add channel optimizations and journey enhancements
- Manage partnership compensation models, collaborating with accounting team to ensure timely and accurate compensation within agreed timelines
- Develop financial models used for a variety of business needs, including CoA forecasting, evaluation of marketing investments and new partnership opportunities
- Oversee expense management for your respective functions, including contract review, expense reporting and regular headcount forecasting
- Develop strong relationships with functional leaders and key stakeholders, fostering tight collaboration to ensure financial goals are aligned to business objectives
- Lead the annual budgeting cycle for your assigned business functions, helping to set strategic priorities and develop financial targets on a short- and long-term horizon
- Coordinate with other areas of the finance organization to share and improve on best practices, tooling, control structure and to support various change initiatives
What we are looking for:
- Demonstrated ability to analyze complex data and turn into actionable insights
- Ability to communicate clearly and effectively to varying levels of stakeholders, including the ability to influence and manage through conflict
- Ability to work on multiple levels, supporting strategic vision setting and detailed analysis on a day to day basis
- Experience in a cross functional and collaborative work environment
- Proficiency in excel, including development of complex financial models
- Deep experience with Looker, or other similar business intelligence tools
- A self-starter who is highly motivated and able to work autonomously in a fast paced and changing environment
- Ability and desire to problem solve from identification through to solution
- A desire to challenge us! We want people who can come in and help shape the future of this business, not afraid to raise questions and help us improve
- Bachelor’s degree with 5+ years of finance/accounting experience
- MBA and/or CPA preferred
Here are some of the great benefits and perks that come from being a Simply Business employee:
-Group plan for medical, dental, vision, and prescription drug coverage
-Short term disability, long term disability, and life insurance coverage
-Participation in the Company’s bonus program-Participation in 401(k) plan with a 5% employer match
-Commuter benefits to help cut down on parking and public transit costs
-25 days of vacation time plus 10 sick days and 10 company holidays
-A genuine investment in your learning and development-Regular team outings and volunteer opportunities
-An awesome office space
-A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.
Simply Business is an equal opportunity employer. We’re committed to welcoming and helping employees grow within an inclusive & diverse culture. And that commitment starts with our interview process.
Once you apply, your info will be reviewed by a team with a mix of levels and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you’ll have the opportunity to meet a variety of people throughout the process. Get excited!
Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person.
If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom first regardless – you’ll need WiFi and a laptop, or a 4G-enabled smartphone. If you don’t have access to either of these, or you need support with your application, get in touch with us at [email protected].
Please email us with any questions or if you want to pause your application for a bit – we’ll be happy to keep you updated on future opportunities like the one above. Want more info on working at Simply Business? Check out our careers page: simplybusiness.com/careers/
Top Skills
Business Intelligence Tools
Excel
Looker
Simply Business Boston, Massachusetts, USA Office
We are located in downtown Boston, accessible to every line on the T and surrounded by a lot of history and a lot of great places to grab lunch.
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