Director of Finance

Job description

Join our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans — and it's about to experience a massive AI transformation, impacting over 500,000 professionals today. We're building the AI-powered software, agents, and workflows that change how life insurance gets bought and sold, making it faster, smarter, and easier for advisors and their clients. We are a high-growth Series A company that has raised $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, SpaceX, Stripe, Instagram, Spotify, and Slack), New York Life, and Northwestern Mutual. We're hiring a Director of Finance to own our finance function end-to-end — from the company financial model and budget through commissions, the revenue engine of our brokerage business. Reporting directly to the CEO, you'll be the company's finance leader: part strategic partner, part hands-on operator. You'll take over a function built by a founding operating team member and partner closely with our Head of Business Operations, our outsourced accounting firm, and leadership to keep the business financially sharp as we scale. ### What You'll Do - Own the company financial model. Maintain and expand the model that links key business drivers to company goals, and keep leadership and the board honest about where we're headed. - Drive budgeting and forecasting. Run the annual budget and ongoing reforecasting cycles, working with every team to tie resource allocation to strategic goals. - Support fundraising and strategic finance. Prepare materials and analysis for fundraising, investor updates, and strategic partnerships. - Manage financial operations. Own the relationship with our outsourced accounting partner, oversee month-end close, AP/AR (Ramp), and ensure timely, accurate financial reporting to internal and external stakeholders. - Deliver management and board reporting. Build the reporting cadence that gives leadership and the board clear insight into business performance, unit economics, and runway. - Partner on headcount and unit economics. Work with the CEO and Head of People on headcount planning, comp modeling, staffing ratios, and the unit economics that drive org design decisions. - Own commissions. Oversee the commission engine at the heart of our brokerage economics: carrier commission structures and margins, advisor payout tiers, weekly commission processing, and the reporting that keeps advisors and carriers whole. - Work AI-natively. Use AI tooling to automate reporting, analysis, and finance workflows so a lean function punches above its weight. ### Who You Are - 7+ years of strategic finance (FP&A) experience ideally in high-growth startup finance - You've owned budgeting, forecasting, and financial modeling with a track record of driving financial performance against targets - Exceptional analytical skills — able to drill into the weeds (commission-level detail) while maintaining a strategic lens - Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed - Excellent communication and leadership skills, working collaboratively across departments and with external stakeholders (carriers, accountants, investors) - Bonus: experience with insurance, brokerage, or commission-based revenue models, foundation in management consulting or investment banking - Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred