Modern Life
Director of Finance
New York, NY · Director
Sponsorship not specified$200k-$240kDetected 12 days ago
Financial AnalysisAccountingBudgetingCadenceAR/VRLeadershipFinancial Reporting
About the role
- Join our team and accelerate your career.
- 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.
- Use AI tooling to automate reporting, analysis, and finance workflows so a lean function punches above its weight.
Responsibilities
- 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.
- 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.
- 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.
- 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.
- Own commissions.
Compensation
- Drive budgeting and forecasting. Run the annual budget and ongoing reforecasting cycles, working with every team to tie resource allocation to strategic goals.
Benefits
- 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.
Company info
- 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.
- 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.
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