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SquareTrade

Senior Manager, Finance and Analytics

Posted 7 Days Ago
Be an Early Applicant
Hybrid
San Francisco, CA, USA
75K-190K Annually
Senior level
Hybrid
San Francisco, CA, USA
75K-190K Annually
Senior level
Lead forecasting methodology and analytical strategy for warranty claims across product categories. Build predictive and financial models, translate operational data into actionable plans, partner with Finance and cross-functional leaders, produce executive reporting, improve reporting processes, and develop team capabilities through coaching and succession planning.
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Company Description

SquareTrade is the fastest growing company of its kind. We’re revolutionizing a $30b industry with service innovation and attention to customer satisfaction. We partner with some of the largest, most sophisticated retailers and carriers in the world (The Home Depot, Walmart, Target, Amazon, Costco, and T-Mobile to name a few), consistently win industry awards, have received tens of thousands of 5-star reviews… and we’re just getting started. A member of the Allstate family, SquareTrade has headquarters in San Francisco and London.

    Job Description

    The Senior Manager, Finance & Analytics serves as a strategic leader responsible for shaping forecasting methodology, driving analytical strategy, and influencing business decisions across multiple functional areas. This role partners with Finance, Operations, Business Development, Customer Experience, and Executive Leadership to translate complex operational and financial data into actionable business plans that drive growth, improve profitability, and mitigate risks.

    This role blends technical expertise with business decision-making and influencing others. The role comes with excellent developmental opportunities to learn from a world-class organization serving a diverse customer base, including many of America’s largest retailers (Walmart, Home Depot, Target, Costco...).

    This position plays a key role in identifying trends and developing predictive analysis, guiding the strategic thinking of the company as it continues to grow and evolve. You will apply your analytical and technical skills to build forecasting models, iterate and experiment with different approaches, and advise key stakeholders on insights from your work. You will need to have both technical skills and an appetite to grow your business acumen. Other skills that will make you successful in the role include expertise with SQL, Tableau (or other visualization tools), strong statistical rigor, project management, and an appreciation for how operational KPIs translate to financial outcomes. In addition to strong financial literacy and executive communication skills, qualified candidates will have experience developing complex financial models in Excel, crafting their own SQL queries and tables, and constructing thorough dashboards using BI visualization tools (e.g. Tableau).

    Responsibilities

    • Own the strategic direction, governance, and continuous evolution of warranty claims forecasting and analytics across multiple product categories and accounts
    • Establish forecasting frameworks and analytical methodologies that support business planning, financial forecasting, operational decision-making, and risk management.
    • Partner with leadership to identify emerging risks, opportunities, and long-term frequency and claim filing trends that help optimize business performance
    • Ensure consistency and reliability in data and ongoing monitoring of key metrics
    • Improve processes for evolving reporting requirements based on stakeholder feedback
    • Provide ongoing support to the finance and operational departments as and when data and analysis is required to support decision making
    • Support ongoing monthly & quarterly reporting of key insights at executive forums
    • In-depth causal analysis of underlying controllable risks and opportunities
    • Utilization of financial & statistical models that simulate and forecast key drivers
    • Organize and analyze data across sources and summarize results quickly and efficiently
    • Demonstrate strong leadership in influencing decision-making across functions based on data, analysis and key metrics.
    • Develop Finance & Analytics organizational capability through coaching, mentoring, talent development, and succession planning

    Qualifications

    • Bachelor’s Degree in a quantitative field (e.g. statistics, mathematics, economics, business analytics or equivalent). Advanced degree preferred.
    • Minimum 8-10 years of progressive experience in Finance, Analytics, Business Intelligence, Data Science, FP&A, or related quantitative disciplines.
    • Must-have technical skills: SQL, Tableau, Excel, working knowledge of Python, working knowledge of Power BI
    • Additional preferred tech skills: R, Microsoft Fabric, Copilot Studio, Power Automate, Azure Foundry, DBT
    • Financial literacy required (ability to interpret income statement, balance sheet, profitability metrics etc.)
    • Experience in warranty and/or insurance related fields preferred but not strictly required
    • Experience leading large-scale forecasting and predictive models that guide strategy and operational initiatives
    • Proven ability to meet deadlines and balance between details and higher-level decision drivers based on context
    • Proactive, organized, and detail oriented, with strong writing and presentation skills
    • Demonstrable critical thinking skills and ability to make assumptions based on context
    • Prior people-leadership experience, including coaching, development, performance management, and organizational capability building preferred.
    • Motivated to learn, collaborate, experiment and build scalable processes that drive clarity and efficiency across the organization

    Additional Information

    At SquareTrade you'll have access to:  

    • Medical, dental and vision coverage with network optionality and the ability to contribute to a savings account (HSA or FSA)   
    • Up to 4% company match into 401(k) and contributions into your company-sponsored pension 
    • $75/month budget to help prioritize your physical wellbeing 
    • $80/month stipend to subsidize connectivity costs 
    • Mental health resources including free 1:1 therapy, coaching sessions and digital resources 
    • Supportive leave policies 
    • Flexible Time Off Policy in addition to 9 Company Holidays 
    • Tuition reimbursement up to $5,250 per year to further your personal educational advancement desires 
    • Hybrid work arrangements with regular investment in gatherings/offsites to spend time together as team 
    • Various corporate perks and discounts 

    SquareTrade estimates the possible base compensation for this role,  to be in the range : $144K - $190K

    SquareTrade/Allstate Protection Plans generally does not sponsor individuals for employment-based visas for this position. 

    The candidate(s) offered this position will be required to submit to a background investigation. 

    Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. 

    For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance. 

    For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. 

    To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs. 

    To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. 

    SquareTrade is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive work environment for all employees. We celebrate diversity and encourage applications from all qualified individuals regardless of race, religion, color, national origin, sex, gender identity, gender expression, sexual orientation, age, marital status, veteran status, or ability status.  It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment. 

    Beware of Recruitment Fraud. For more information, please click “here”.  

    HQ

    SquareTrade San Francisco, California, USA Office

    San Francisco, CA, United States

    SquareTrade Brisbane, California, USA Office

    2000 Sierra Point Pkwy, Brisbane, CA, United States, 94005,

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