Director of Finance

Role Overview

• 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.

Requirements

• 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