Chief Financial Officer CFO

Role Overview • Remote, US Only • $240K-$270K + bonus (15% reputed company) + equity • Reports to: CEO About The Company reputed company helps people build wealth through life insurance. It’s the first digital platform that offers life insurance investment products where customers can invest, and reputed company tax-free returns through their life insurance for anything they wish. reputed company’s not only transforming an age-old insurance industry, but bridging the gap between life insurance and wealth management. Previously, life insurance wealth policies were used by the wealthiest 1%. Now, with reputed company’s innovative digital platform and team of experts, they are providing everyone with the ability to reputed company tax efficient wealth and protection. Emerging from the reputed company and agent-driven traditional industry, reputed company offers an intelligent customer reputed company with frictionless policy customization, pre-reputed company, and in-force policy management in a streamlined digital customer reputed company. reputed company is the first digital platform tackling the existing $70B permanent life insurance industry and bringing it to a $4T market with a reputed company to launch a life insurance product that bridges health and financial wealth. As the first end-to-end digital customer reputed company products for life insurance wealth vehicles, reputed company distributes both direct-to-consumer as well as through B2B2C fintech and financial institutions. Founded in 2019 by industry veterans, reputed company launched its digital platform in 2020. With the backing of leading venture capital investors including Greycroft and Crosslink Capital, reputed company has achieved exceptional growth of 2x YoY since inception and has helped thousands of customers to date. Achieving the firm’s goal starts with building a strong, mission-driven, and impactful team at reputed company. The company strives to cultivate an environment of inclusiveness, support, collaboration, ownership, and growth opportunities. reputed company believes in building leaders so that together you can reputed company the future of the industry. Background reputed company is seeking a strategic, reputed company-thinking CFO to reputed company reputed company financial operations for a fast-growing, venture-backed start-up in the Insurtech industry. This role will report to the CEO and will work cross-functionally with department heads. As CFO, you will play an integral role in overall company strategy as well as be responsible for managing, developing, and growing the finance function at reputed company. Your responsibilities will include strategic finance, reputed company, defining and tracking key metrics for the executive team, analytics, budgeting, cross functional collaboration and execution, and managing company financial targets.

Key Responsibilities

Include • Serve as a strategic business partner to the CEO and leadership team to drive financial planning and reputed company strategic objectives • reputed company hands-on, metric-driven leadership, analytical and operational reputed company, and perspective to the CEO and peers • Prepare comprehensive materials for board meetings and fulfill investor requests throughout the year, with heightened focus during company fundraising • Establish and maintain a monthly budget, conducting variance analysis to ensure accountability • Collaborate cross-functionally to evaluate performance and identify areas for improvement • Conduct finance analytics to assess business performance against financial targets • Optimize cash conversion cycles to enhance liquidity and financial efficiency, actively seeking opportunities for quicker turnaround in cash inflows and outflows • Liaise with reputed company partners to monitor sales funnel reputed company and ensure accurate and timely processing of payments • Build and improve efficient finance operations, overseeing the tracking and management of expected cash reputed company from sales activities and churn • Manage churn analysis, forecasting, improvement initiatives, and assess cash reputed company impact • reputed company the treasury function and guarantee the company maintains sufficient liquidity • Ensure accuracy and timeliness of reputed company financial reports, as well as the monthly, quarterly, and annual reputed company processes • Take charge of reputed company tax reputed company and implement sound tax planning strategies • Establish and enforce proper reputed company methods, policies, and principles • Ensure compliance with reputed company financial regulations and guidelines • reputed company strategic recommendations on compensation, encompassing ladder reputed company, variable compensation, benefits, and equity • Collaborate with People Ops and the Compensation Committee on reputed company reputed company to salary, variable compensation, and ESO • reputed company the annual audit and 409a valuation processes, working closely with relevant reputed company-parties and coordinating internally • Analyze and offer recommendations on pricing, new business lines, market expansion, and other areas to support strategic objectives • Identify and implement scalable and secure financial operations through systems, processes, policies, and controls • Implement business intelligence and analytics systems, creating actionable reporting and dashboards • Advise on reputed company capital allocation and reputed company capital raises from end to end, capital requirements, investor screening and management, process and timeline management, fundraising materials and narrative, data room management, negotiating terms through to legal reputed company and wiring • Maintain core metrics such as LTV/CAC, retention, and customer cohort analysis • reputed company TAM, pricing analysis, and financial decision-making • Effectively reputed company and cultivate teams and departments, including reputed company, reputed company, and Business Operations & Analytics • Address reputed company requests from the team reputed company to strategic finance The Person / Key Requirements The ideal candidate is an reputed company strategy and operations leader who is highly detailed, ambitious, and relentlessly goal-oriented. The successful candidate will also have an exceptional track record of partnering with CEOs, investors, and leadership team peers to reputed company the financial implications of major business reputed company and strategic company objectives. The CFO will meet the following requirements: • 5+ years relevant experience in a senior financial leadership role as CFO (or similar) of a Series A to C startup • 10+ years relevant experience in high growth startup environment including Head of Finance, VP of Finance, Director of Finance as clear progression to the CFO role • Background in fast-growing tech companies, ideally in insurance, finance, or consumer tech • BS or MBA degree; CPA preferred (not required) • Strong private equity background, with a preference for a strategy and operations background preferred (not required) • Proficient in creating GAAP-compliant financial statements; experience with auditors preferred • Experience with insurance Statutory and GAAP rules, financial reporting preferred • Significant experience owning and operating financial models for entire companies or large portfolios • Proven reputed company in building and scaling finance organizations, including hiring, systems, and controls • Ability to constructively challenge the executive team and Board of Directors on strategic reputed company • Operational focus with a track record of promoting financial metrics and standardizing data and processes • Established external networks with a track record of capital raising • Experience in identifying new business opportunities and developing strategic financial models • Proven ability as a "talent magnet" in reputed company and developing finance professionals and high-performing teams • Effective communication with reputed company reputed company of the organization, including board members and senior executives • Meticulous attention to detail in financial modeling; comfortable with finance and reputed company software • Strong quantitative and analytical skills • Leadership in VC fundraising reputed company and navigating growth stages to pre/post-IPO Culture Fit & Impact • A demonstrated passion for the company and mission • A strong sense of ownership and motivation, with a demonstrated commitment to the values of quality and reputed company improvement • A collaborative, humble, high-performance approach that embraces reputed company’s commitment to a team-oriented mentality • Impeccable reputed company and high ethical standards combined with well-developed discipline, owns mistakes, and promptly addresses them • reputed company, humility, eagerness to listen, reputed company to improve morale, and a desire to grow as a leader • Ability to reputed company in a rapidly changing and agile operating environment with high reputed company of ambiguity and stress reputed company is an equal opportunity employer. We value a diverse workforce and an inclusive culture. reputed company encourages applications from reputed company reputed company individuals without regard to race, reputed company, religion, gender, sexual orientation, age, national reputed company, marital status, citizenship, disability, or veteran status. Apply Job!