Job Description
About Us
We are a mission-driven organization dedicated to empowering independent Medicare brokers to build the insurance business of their dreams. In a landscape where most beneficiaries rely on independent brokers for their benefits selection, we recognize that technology and support for brokers are often outdated. That's where we come in! We provide innovative workflows and services designed to help brokers achieve transformative growth.
In just four years, we've partnered with over 5,000 brokers and enrolled more than 100,000 beneficiaries, making us one of the fastest-growing Medicare brokerages in the country. Our brokers love working with us, as reflected in our impressive NPS of 91 and a client retention rate of 93%. On average, our partners have experienced over 100% growth since joining us!
It's an exciting time to be part of our team. Our diverse, remote-first workforce has expanded from 40 to 70 in the last year, drawing talent from leading technology, healthcare, and insurance companies. Recently, we secured a Series B funding round from visionary investors who share our ambitious goals.
Join Us!
We're always on the lookout for sharp, talented, and empathetic individuals to join our team.
Position Summary
We are seeking a Vice President of Finance to lead our financial strategy, planning, and operations. This role requires a deep understanding of financial governance, cash management, and financial planning & analysis. The VP of Finance will be responsible for managing investor relations, ensuring compliance with GAAP and regulatory requirements, and leading a talented team of finance professionals to execute core financial operations, such as commission management for our agents and agencies. As a key member of our senior leadership team, you will play a vital role in making strategic decisions while ensuring our financial stability and growth.
Key Responsibilities
Financial Strategy: Lead the development and execution of our financial strategy, including budgeting, forecasting, and long-term planning.
Strategic Insights: Provide valuable financial insights and strategic recommendations to senior leadership and the board, particularly regarding company growth, mergers and acquisitions (M&A), and investment decisions.
Cash Management: Oversee capital structure, cash flow management, and treasury functions.
Financial Operations: Manage all financial operations, including accounts payable, accounts receivable, treasury, and cash management.
Compliance and Reporting: Ensure accurate financial reporting and compliance with GAAP, regulatory requirements, and internal controls.
Team Leadership: Lead and mentor a team of finance professionals, fostering a culture of high performance and professional development.
Agent Support: Oversee financial operations for agencies, ensuring agents receive timely and accurate commission payments, marketing funds, and referral fees.
Service Development: Create financial-related services, such as consulting and advance management, for our agencies.
Skills, Knowledge, and Expertise
10+ years of finance experience, with at least 3+ years in a leadership role.
Proven track record in accounting, financial planning & analysis (FP&A), cash flow management, capital structure, and treasury.
Experience in M&A, fundraising, and investor relations within a growth-stage company.
Strong background in financial governance, regulatory compliance, and risk management.
Experience leading a small team and collaborating across functions.
Compensation
Our salary ranges are competitive and take into account the size and industry of our organization. The total compensation package also includes equity, benefits, and other opportunities. In accordance with applicable laws, we provide a reasonable estimate of the compensation range for this role. Individual pay decisions are based on various factors, including qualifications, experience, skillset, geography, and internal equity. A reasonable estimate for the salary range is as follows, with most candidates expected to fall within the middle of the range. We also prioritize your personal preferences and needs, allowing for some choice between equity and cash.
Base Salary
$220,000—$250,000 USD
Why You Should Join Our Team
By joining us, you'll have the opportunity to make a significant impact on the brokers and beneficiaries we serve in a fast-moving, well-funded, and mission-driven startup. You'll learn, grow, and be challenged while working with a supportive team.
We are committed to your well-being and offer a comprehensive benefits program, including:
Equity compensation
Health care coverage, including dental and vision
Flexible work location with co-working options available
401(k) plan
Paid Time Off
Monthly remote work stipend to help cover home-office costs
Paid parental leave: up to 12 weeks for birthing parents and up to 8 weeks for non-birthing parents
11 paid holidays
Wellbeing perks through various partner programs
At our organization, we are dedicated to building a diverse team that reflects the wide range of backgrounds and perspectives of the clients we serve. We welcome applicants from all backgrounds, including but not limited to race, age, sexual orientation, gender identity and expression, national origin, religion, disability, and veteran status.
Employment Type: Full-Time
Salary: $ 220,000.00 250,000.00 Per Year
Job Tags
Holiday work, Full time, Home office, Flexible hours,