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About the Role

We are seeking a Head of Finance to build our finance function from the ground up. As the first finance hire, you will be responsible for establishing accounting infrastructure, FP&A, tax and compliance, and investor relations. This role requires hands-on involvement, the ability to thrive in ambiguity, and the capacity to transition between detailed operational tasks and high-level strategic communication. You will report directly to the CEO and play a key role in major company decisions.

Responsibilities

• Own the investor relationship end-to-end, including board materials, quarterly updates, cap table hygiene, and 409A valuations.
• Lead financial preparation for future fundraising rounds, including data room management, diligence, financial narrative, and coordination with outside counsel.
• Build and own financial models, forecasts, and budgets, with a strong understanding of SaaS metrics (ARR, NRR, CAC, LTV).
• Manage cash flow, track burn rate, and provide insights on capital allocation and headcount planning.
• Establish scalable accounting processes, controls, and systems, including monthly/quarterly close, financial statements, ASC 606 revenue recognition, and audit readiness.
• Oversee federal, state, and local tax and compliance obligations.
• Manage payroll, benefits administration, accounts payable, vendor relationships, and banking.
• Hire and develop the finance team as the company grows.

Requirements

• 8+ years of finance experience, including accounting, FP&A, and investor-facing roles.
• Proven ability to build and create structure where none existed.
• Demonstrated ability to hire and develop finance talent.
• Strong command of GAAP, ASC 606 revenue recognition, financial modeling, and board-level reporting.
• Fluent in SaaS metrics and experienced in building reporting infrastructure.
• Experience supporting or leading a fundraise (Series A and beyond).
• Comfortable managing tax, compliance, payroll, and equity administration.
• Independent thinking and a proactive approach to problem-solving.
• Exceptional communication skills, capable of translating complex financials into clear narratives.
• Ability to work 5 days a week from our San Francisco office or willingness to relocate.

Skills

• Accounting
• FP&A
• Investor Relations
• Fundraising
• Financial Modeling
• Forecasting
• Budgeting
• SaaS Metrics
• Cash Management
• Tax and Compliance
• Payroll
• Benefits Administration
• GAAP
• ASC 606 Revenue Recognition
• Board-level Reporting
• Communication

Location

• San Francisco

Work Type

• In-person
• Full-time

Experience Level

• 8+ years

Education Level

• CPA or MBA a plus

Salary/Compensations

• Competitive salary

Benefits

• Meaningful equity
• Full health, dental & vision
• High-ownership, high-trust culture
• Regular team off-sites, dinners
• Stocked office

About the Company

• The $1.5 trillion insurance industry is powered by brokers.
• We're building an AI platform to automate insurance drudgery.
• Our platform saves customers thousands of hours and millions of dollars annually.
• We have deep penetration within enterprise brokerages.
• We just raised our Series A and are just getting started.
• We have achieved multiple seven figures in ARR in just over a year.
• We serve large enterprise clients including 30% of the top 50 brokers in the country.
• We are a lean, staff-level team (ex-Affirm, Uber, DoorDash, McKinsey) working side-by-side in San Francisco.
• We believe the best ideas are fostered in an in-person environment.
• We are building the defining AI company in the insurance industry.