Head of Financial Planning and Analysis (FP&A) Location 100% Remote (UK) This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form3. This role will act as a key financial partner to all units across the business, influencing and challenging senior stakeholders to improve performance, optimise cost structures and strengthen unit economics. With previous experience leading a team of FP&A experts, you will hold responsibility for driving forecasting accuracy, commercial understanding and long-term value creation through rigorous analysis, scenario modelling and forward-looking insights. Key Responsibilities - Lead, develop and mentor a team of Finance Business Partners, creating a high-performance culture grounded in accountability, collaboration and continuous improvement. - Design, implement and embed a scalable Finance Business Partnering model, ensuring clear alignment with business units and consistent delivery of commercial insights. - Take ownership of all cycles of financial forecasting, including budgeting, long-range planning, re-forecasting and monthly performance review. - Present financial insights and recommendations to the Executive team and the Board, translating complex analyses into clear, actionable narratives. - Contribute to key fundraising activities through the preparation of investor materials and engagement with stakeholders. - Partner closely with Product, Technology, Operations and Commercial teams to support strategic initiatives, pricing, investment cases and go-to-market decisions. - Lead on the development of dashboards, KPIs and reporting frameworks that enhance transparency, and track financial and operational performance. - Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies. - Ensure that the FP&A team operates with strong governance and consistent standards within a robust control environment. WE’RE LOOKING FOR Essential Form3’s Finance team is a critical function within the business, so we are looking for a Head of Financial Planning & Analysis (FP&A) who has a strategic mindset combined with hands-on capability, with the aptitude to move between big-picture thinking and detailed analysis. - Extensive FP&A Leadership experience, ideally within a high-growth, technology-led or financial services environment. - Experience within a start-up / scale-up environment, ideally within a SaaS company. - Demonstrated success in building and managing Finance Business Partnering teams, with strong coaching capability and a commitment to developing talent. - Proven experience in corporate finance, with the ability to support investor engagement and deliver high-quality financial materials. - The ability to influence and challenge senior stakeholders, with a collaborative approach and strong commercial acumen. - Deep expertise in financial modelling, forecasting, budgeting and scenario analysis. - Experience implementing planning systems, reporting tools and performance management frameworks. - Strong communication skills, with the ability to distil complex financial concepts into impactful and persuasive insights. Desirable - An Accountancy qualification (CIMA; ACA; ACCA), with a strong foundation of technical knowledge. HIRING LOCATIONS For this role, we are currently only able to accept applications from within the United Kingdom.

Role Description At Symetra, we believe in empowering people to make a meaningful impact—and that includes our underwriters. As a Senior Underwriter, you’ll bring your expertise, judgment, and curiosity to a role where thoughtful decisions truly matter. What you will do - Deliver Thoughtful Underwriting Decisions - Review individual life insurance applications and underwrite risks within authorized limits of authority in accordance with department guidelines. - Assess medical and non-medical risk in alignment with company guidelines, with the goal of delivering the best possible offer upfront. - Partner with Medical Directors, Underwriting Leadership, and peers to navigate complex or unique cases. - Apply your authority responsibly while ensuring appropriate collaboration. - Meet service expectations while maintaining quality and consistency. - Build Trusted Relationships - Communicate underwriting decisions clearly and respectfully with internal partners and distribution teams. - Foster strong relationships that support long-term growth and mutual success. - Share your knowledge through agent and partner education, including leading seminars on underwriting topics. - Represent Symetra with professionalism in both virtual and in-person settings; occasional travel may be required. - Contribute to Continuous Improvement - Identify opportunities to enhance underwriting processes and the customer experience. - Participate in team, department, and company initiatives that drive innovation and effectiveness. - Engage with industry events and stay current on trends to help strengthen our underwriting practices. Qualifications - 5+ years of Life underwriting experience. - Strong underwriting judgment, analytical skills, and attention to detail. - Demonstrated experience coaching and mentoring others is a plus. - Organized, adaptable, and comfortable managing multiple priorities. - Clear, confident communicator who builds trust and collaborates effectively. - Willingness and ability to travel periodically for business needs and leadership development activities. - College degree preferred, high school diploma required. Benefits - Flexible full-time or hybrid telecommuting arrangements. - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%. - Paid time away including vacation and sick time, flex days, and ten paid holidays. - Give back to your community and double your impact through our company matching. Company Description Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency, and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity, and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

• Participate in the monthly close process, supporting activities from accounting close through financial reporting and corporate finance analysis. • Support corporate finance with analysis of financial results, key performance indicators, and business drivers. • Assist with account reconciliations and supporting schedules, flux analysis, and management reporting materials • Document finance processes and identify potential improvements to controls, reporting, or workflows • Support tax and treasury-related analysis and reporting • Assist with cash flow forecasting support, reconciliations, and documentation • Contribute to ad hoc finance projects and process improvement work

• Ensure robust compliance across procurement activities, verifying documents against purchase orders and resolving discrepancies • Review, approve, and process invoices accurately; close orders once issues are corrected • Manage assigned processes under the Team Lead, meeting agreed SLAs and taking ownership of deliverables • Liaise proactively with internal and external stakeholders to resolve issues and keep workflows on track • Support internal/external audits and process transitions as required • Collate, maintain, and share reports and updates with internal stakeholders • Identify opportunities for continuous improvement and support implementation of improved processes (including order closure support) • Provide general operational support in information processing, reporting, and internal improvement initiatives