Director, Finance

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.


Main Responsibilities:

• Steers the annual planning process and recurring re-forecasting processes; actively thought partners with various stakeholders across Spot and IPH to ensure the financial plan is accurate and actionable.
• Provides effective financial management reporting for monthly/quarterly/annual operating results, business reviews, board presentations, as well as various ad-hoc reporting as needed.
• Close collaboration with accounting team and in-depth understanding of Spot's financial statements, tax and treasury practices, and audit results.
• Develops a deep subject matter expertise of the underlying business, our technology, controls and governance supporting accounting, planning and reporting processes.
• Enforces sound documentation of various policies, procedures, and workflows.
• Drives continuous improvement, by leveraging technology to design and implement solutions that will enable process re-imagination and changes the way they work.
• Provides framework to evaluate opportunities for growth, expansion, and new revenue streams, including financial modeling and scenario analysis.
• Designs and develops models for purposes of forecasting, allocating data, and steering decision support for partnerships and investments.
• Effectively engages in partnerships while working closely with sister portfolio companies as necessary.
• Works closely with parent company's finance and accounting organizations.
• Emphasizes development of individuals and challenges others to grow professionally.
• Other duties as assigned

Qualifications:

• Bachelor's degree in Finance, accounting, business or related field
• 8+ years corporate accounting and/or finance experience, with deep experience in performing and leading financial planning & analysis, including financial modeling, budget development, long-range planning, fundamental forecasting experience over multiple cycles, unit economics and LTV/CAC analyses
• Technical and operational accounting knowledge, and strong business acumen
• Experience in financial reporting, financial statement consolidations, and intercompany allocation processes
• Experience with direct-to-consumer/B2C businesses
• 4+ years of progressive finance leadership experience, with demonstrated history of leading FP&A processes, scaling teams and driving a positive culture
• Excellent communication skills with the ability to engage, influence, and inspire senior colleagues, partners and stakeholders to continuously improve collaboration and alignment
• High degree of organization, individual initiative, roll-up-your-sleeve mindset and personal accountability

Preferred Qualifications:

• CFA, CPA or MBA
• Background in financial services: investment banking, equity/financial research, financial consulting
• Experience in insurance and/or animal health.
• Proven track record of delivering on strategic missions with a business-first mindset.
• Full-strength skillset using Microsoft Office, with a high degree of competence in Excel and PowerPoint.
• Passion for pets - you don't have to have one of your own, but you should really like them

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)

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