Director of Finance

• 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. 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

Benefits

• Unlimited PTO: Whether it's surfing, family trips, or your garden that's calling - life is for living, so we give you more time for it
• Hybrid office culture: You get the best of a modern office environment, plus the flexibility of working from home when you want to
• Team events: Get to know the crew at team meals, events, happy hours, offsites, and group celebrations.
• Great benefits: Enjoy quality health insurance and benefits including, of course, life insurance - and we've got just the people to help you with that.

Bonus: experience with insurance, brokerage, or commission-based revenue models, foundation in management consulting or investment banking. Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed. 7+ years of strategic finance (FP&A) experience ideally in high-growth startup finance. Exceptional analytical skills - able to drill into the weeds (commission-level detail) while maintaining a strategic lens. You've owned budgeting, forecasting, and financial modeling with a track record of driving financial performance against targets. Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. Excellent communication and leadership skills, working collaboratively across departments and with external stakeholders (carriers, accountants, investors).

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