• Lead monthly and quarterly ARR and revenue forecasts across Enterprise and Self-Service motions. • Build and maintain driver based ARR and revenue models (pipeline, conversion, ramp, pricing, usage and expansion). • Partner closely with RevOps and Data teams to establish automated CRM data pipelines that feed your models continuously. • Translate leading indicators (pipeline coverage, win rates, sales cycles, usage trends) into forward looking insights. • Provide scenario modeling for pricing changes, sales capacity investments and expansion strategies. • Monitor retention, expansion and cohort trends • Support quota setting, commission calculations, territory design and capacity planning • Evaluate marketing funnel performance, CAC, payback and ROI by channel • Provide clear, data driven insights to influence GTM investment decisions • Drive monthly business reviews and performance reporting

• Own the annual operating plan (AOP), quarterly reforecasting, and long-range financial planning processes end-to-end. • Develop and maintain the corporate financial model, including P&L, cash flow, and balance sheet projections. • Lead monthly business reviews — synthesizing actuals vs. budget with clear variance analysis and forward-looking commentary. • Partner with the CFO and senior leadership to build financial scenarios in support of strategic decisions, M&A activity, and capital allocation. • Design, own, and continuously improve the suite of internal financial reports used by leadership, the board, and investors. • Build a reporting cadence that gives business leaders the information they need. • Ensure consistency and integrity across all financial reporting — from board decks to departmental scorecards. • Own the narrative: translate financial results into business insight, not just numbers. • Serve as the dedicated finance partner to G&A functions including HR, Legal, IT, and Finance. • Build trusted relationships with G&A leaders to drive accountability against budgets and support investment prioritization. • Lead G&A budget submissions during the AOP and forecasting cycles. • Provide ad hoc financial analysis to G&A leadership in support of vendor decisions, headcount requests, and organizational changes. • Own the FP&A tech stack — including planning tools (e.g., Adaptive, Anaplan, or equivalent), BI platforms, and data integrations with ERP/HRIS. • Drive automation of recurring reporting and forecasting workflows to reduce manual effort and improve speed to insight. • Partner with Accounting, IT, and Data Analytics to ensure clean, reliable data pipelines that support financial planning and reporting. • Build and maintain scalable models and templates that can support the business as it grows. • Evaluate and lead implementation of new FP&A tooling where appropriate.

• The Senior Finance Specialist plays a key role in managing day-to-day accounting operations with a strong focus on Accounts Payable (AP), General Ledger (GL), and reconciliations. • The role requires hands-on experience with Microsoft Business Central ERP, strong analytical skills, and the ability to work in a fast-paced, multi-entity, international environment.

Role Description The Underwriter will lead and support the Underwriting team in delivering exceptional customer service to policyholders, agents/brokers, and internal customers. Under minimal supervision, manage policy processing for new business, renewals, and ongoing account maintenance. This position should also demonstrate strong analytical and interpersonal skills in addition to outstanding customer service skills. We are a remote distributed team who gathers with intention. You will thrive here if you find energy working from home and getting together to build relationships. At Indigo, you'll have the opportunity to contribute to a meaningful mission that makes a difference in the lives of healthcare providers and their patients. Roles & Responsibilities - Brings a curious mindset and motivation to better understand and apply a new, data-driven approach to Underwriting. - Support the AVP of Underwriting in the production, selection, pricing, control, and servicing of insurance policies. - Assists in developing and maintaining a scalable and repeatable underwriting process using Indigo’s model. - Support in the development and application of underwriting guidelines, policies, and procedures to select and control risk. - Analyze, evaluate, and make underwriting decisions in line with underwriting guidelines and recommendations, coordinating with other underwriting staff. - Manages and evaluates new business submissions, renewals, and policy change requests for the book of business. - Review, evaluate and report on loss activity. - Collaborates with Sales to build, strengthen, and manage relationships with agents/brokers. - Responsible for providing the highest level of accuracy and support to the Underwriting Team throughout the new business lifecycle and ongoing renewal account maintenance. Qualifications - 3+ Years as an Underwriter in Medical Professional Liability Insurance. - Demonstrates an ability to operate with urgency and consistently meet processing deadlines per Underwriting Service Standards. - Familiarity with regulatory requirements, Patient Compensation Fund (PCF) rules and unique requirements. - Production Underwriting experience will be considered an asset. - Candidate location is preferred West Coast or able to work permanent West-Coast hours.