Chief Financial Officer leading finance strategy and capital planning for AI-native insurance distribution platform. Driving acquisitions and ensuring financial predictability while collaborating with executive leadership.
Responsibilities
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
Assistente Financeiro(a) managing financial tasks including billing and client communication at a leading Out of Home media company. Engaging in financial validations and report deliveries.
Investment Outcome Analyst supporting M&G Life's strategic priorities through commercial performance tracking and analysis. Collaborating across teams to ensure alignment and clarity in commercial decision - making.
Head of Financial Planning & Analysis leading forecasting for M&G Group, ensuring financial clarity and support for decision - making across the organization.
Senior Manager of Finance Solutions partnering closely with A+E’s Finance & Accounting organization. Delivering scalable technology solutions for finance applications in a hybrid work model.
Executive Director overseeing investment accounting and cash management activities at Trustmark. Responsible for statutory and GAAP investment reporting, and technical authority in investment accounting.
FP&A Manager supporting financial performance analysis, forecasting, and reporting for CQG acquisition at Broadridge. Collaborating with senior leadership and operational teams in a dynamic environment.
Financial Analyst supporting financial management at a rapidly growing micromobility startup specializing in electric scooters. Organizing and analyzing financial data while executing payment routines and bank reconciliations.
Finance Leader managing financial performance for Measurement Systems & Solutions in North America. Leading financial planning and analysis for strategic decision - making and growth initiatives in Houston, TX.
Manager, FP&A serving as a business partner to terminal leaders, optimizing financial performance through analysis and budgeting. Collaborating closely across departments in port operations.
Personal Finance Advisor responsible for advising clients on financial strategies and achieving their financial goals. Collaborating with partners to design integrated solutions for members and businesses.