Key skills
Leadership
About this role
Role Overview
- Own capital strategy and planning
- Lead debt financing strategy and execution
- Build and own lender materials
- Support the CEO in equity fundraising
- Own liquidity planning, capital allocation
- Establish explicit capital deployment guardrails
- Build an FP&A function driving predictable performance
- Own unit economics, cohort and margin analysis
- Own the financial model for acquisitions
- Build acquisition performance systems
- Implement month-end close discipline
- Lead the annual financial audit end-to-end
- Build reporting that ties financial performance to workflows
- Be the CEO’s strategic partner on planning, risk, and capital allocation
Requirements
- 12–20+ years in finance leadership
- Proven experience leading debt financing processes and negotiating with lenders
- Experience supporting equity fundraising
- Strong M&A finance experience
- Ability to build scalable finance systems
- High integrity, strong judgment, and operational rigor
- Strongly preferred: experience in insurance brokerage, fintech-enabled services, roll-ups, or multi-entity regulated businesses
Benefits
- Competitive salary
- Performance-based bonus
- Significant equity tied to long-term value creation