Head of Finance - Insurance

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 OpenAI, SpaceX, 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.

Own the company financial model. 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

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

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

Use AI tooling to automate reporting, analysis, and finance workflows so a lean function punches above its weight

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

Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed

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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. If you would like more information about how your data is processed, please contact us.