THE ROLE

• Own the finance function end to end: FP&A, accounting, treasury, capital markets, audit, tax, and board reporting
• Partner directly with the CEO on financial strategy, investor relations, and future debt and equity financings
• High-leverage seat for someone equally comfortable with board-level strategy and hands-on process building

WHAT YOU’LL OWN

Financial planning & reporting

• Own the operating model, annual budget, rolling forecasts, scenario planning, and capital allocation analysis
• Prepare finance materials for board meetings, investor updates, and leadership discussions
• Build reporting across GWP, revenue, renewals, commissions, loss ratios, collateral, cash, and department-level spend

Accounting & controls

• Own monthly close, financial reporting, revenue recognition, and management reporting
• Build scalable controls around commissions, AR, AP, expenses, vendor management, and reconciliation

Treasury & capital markets

• Own cash management, bank relationships, debt facility reporting, and liquidity forecasting
• Support future debt and equity financings alongside the CEO—
• Partner with the CEO and advisors on carrier, reinsurance, captive, and collateral economics

External partners & team

• Manage audit, tax, regulatory finance workstreams and external partners across accounting, legal, tax, audit, banking, and compliance
• Hire and develop a lean, high-performing finance team as the business scales