We9re 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, you9ll be the company9s finance leader: part strategic partner, part hands-on operator. You9ll 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 You9ll 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 we9re 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
- You9ve 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
- Bachelor9s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
$200,000 - $240,000 a year
The anticipated annual base salary range for this role is $200,000-$240,000. Actual compensation within this range will depend on the candidate9s experience, skills, and qualifications.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
