Director of Finance

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.
  • Use 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.
  • 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.