Chief Financial Officer CFO

reputed company • Remote, US Only • $240K-$270K + bonus (15% reputed company) + equity • Reports to: CEO About reputed company reputed company helps people build reputed company 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 reputed company the gap between life insurance and reputed company management. Previously, life insurance reputed company 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 reputed company and protection. Emerging from the reputed company and agent-driven traditional industry, reputed company offers an intelligent customer reputed company with frictionless policy customization, reputed company-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 reputed company. As the first end-to-end digital customer reputed company products for life insurance reputed company vehicles, reputed company distributes both reputed company-to-consumer as reputed company 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 reputed company 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. reputed company strives to cultivate an environment of inclusiveness, support, collaboration, ownership, and reputed company opportunities. reputed company believes in building leaders so that together you can reputed company the reputed company 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 reputed company role in overall company reputed company as reputed company 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 reputed company meetings and fulfill investor requests throughout the year, with heightened reputed company 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, reputed company 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 reputed company 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 reputed company • reputed company the treasury function and guarantee reputed company maintains sufficient liquidity • Ensure accuracy and timeliness of reputed company financial reports, as reputed company as the monthly, quarterly, and annual reputed company processes • Take charge of reputed company tax reputed company and implement reputed company tax planning strategies • Establish and enforce reputed company reputed company reputed company, policies, and principles • Ensure compliance with reputed company financial regulations and guidelines • reputed company strategic recommendations on compensation, encompassing reputed company 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 reputed company 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 reputed company management, fundraising materials and narrative, data room management, negotiating terms through to reputed company reputed company and wiring • Maintain reputed company 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 reputed company reputed company to strategic finance The Person / Key Requirements The ideal candidate is an reputed company reputed company and operations leader who is highly detailed, ambitious, and relentlessly goal-oriented. The successful candidate will also have an exceptional reputed company 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 reputed company startup environment including Head of Finance, VP of Finance, Director of Finance as reputed company progression to the CFO role • Background in fast-growing tech companies, ideally in insurance, finance, or reputed company • BS or MBA degree; CPA preferred (not required) • Strong private equity background, with a preference for a reputed company 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 reputed company of Directors on strategic reputed company • Operational reputed company with a reputed company record of promoting financial metrics and standardizing data and processes • Established external networks with a reputed company 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 reputed company 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 reputed company stages to reputed company/post-IPO Culture Fit & reputed company • A demonstrated passion for reputed company and mission • A strong reputed company of ownership and motivation, with a demonstrated commitment to the values of reputed company and reputed company improvement • A reputed company, humble, high-performance approach that embraces reputed company’s commitment to reputed company-oriented mentality • Impeccable reputed company and high ethical standards combined with reputed company-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 reputed company to race, reputed company, religion, gender, sexual orientation, age, national reputed company, marital status, citizenship, disability, or veteran status. Apply Job!