Director of Finance

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 Open AI, Space X, 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

The anticipated annual base salary range for this role is $200,000–$240,000.

Actual compensation within this range will depend on the candidate\'s experience, skills, and qualifications.

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