Strategic Finance Lead

Role Summary

We're a fast-growing, Y Combinator-backed, AI-native insurtech startup operating as a full-stack commercial insurance carrier purpose-built for technology companies and venture-backed startups. Founded in 2024 and already well into the Series A/B range of funding, we're building an AI-driven financial infrastructure that's transforming how startups access and manage insurance.

We're looking for a Strategic Finance Lead to partner directly with our founding team. This is a ground-floor opportunity with significant ownership — you'll shape how the company models its business, tells its financial story, and makes high-stakes strategic decisions. If you thrive in ambiguity, move fast, and think like a founder, this role was built for you.

Responsibilities

• Partner closely with the founders to build and continuously refine the company's financial model , ensuring it reflects real business dynamics and growth drivers.
• Develop and own the financial narrative used internally and with investors — translating complex data into a clear, compelling story.
• Surface actionable business insights from financial and operational data to inform strategy, prioritization, and resource allocation.
• Operate with a founder mentality — take extreme ownership of outcomes, move with urgency, and build durable systems while executing in parallel.
• Create and maintain investor-facing materials including decks, memos, and analyses that support fundraising and board communications.
• Leverage data tooling (SQL, Python, Excel, BI tools) to build robust models and extract insights at speed.

Requirements

• 3+ years of experience in private equity, investment banking, or venture capital, with a strong track record of delivering financial models and strategic analyses.
• Proven experience building and shaping a startup's financial model and developing the financial narrative for founders and investors.
• Strong analytical and quantitative foundation — degree or equivalent experience in finance, mathematics, or economics.
• Ability to derive actionable insights from financial data and confidently present recommendations to senior stakeholders.
• Demonstrated success operating in fast-paced, high-autonomy startup environments with significant ambiguity.
• Valid US work authorization (US citizen or valid work visa) — visa sponsorship is not available for this role .

Nice to Have

• Proficiency with data tooling: SQL, Python, Excel, and/or BI tools .
• Experience in insurtech, fintech, or AI-driven financial infrastructure domains.
• Experience crafting investor-facing narratives or pitch decks .
• Base salary: $160,000 – $240,000 USD annually, depending on experience
• Equity participation in a high-growth, well-funded startup
• Competitive benefits package

This is an on-site role based in New York, NY . Candidates should be prepared to work in-office on a full-time basis.