Chief Financial Officer in New York City, NY

Chief Financial Officer - Pawlicy Advisor - New York City, NY - work from home jobCompany: Pawlicy AdvisorJob description: We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible. Pawlicy Advisor is a fast-growing, fully-remote, venture-backed startup focused on helping pet owners around the country find the right health products for their pets, starting with pet health insurance.Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Our pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy and avoid relevant coverage exclusions. We also save pet owners money by analyzing pricing differences and premium increases over the lifetime of an animal. We market to pet parents through a number of channels and focus on building relationships with veterinarians. Veterinarians want people to have pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but they don’t know what providers to recommend, and they don’t want the liability associated with recommending a specific brand.Pawlicy Advisor helps thousands of veterinary offices across the US by simplifying the treatment financing conversation. Unsurprisingly, pet owners, veterinarians, and insurance providers love our product. Highlights● $20M in funding from top VCs● Raised $12M in Series B funding in May 2022● 400,000+ monthly site visits● Scaling headcount this year to meet demand● Healthy growth in a resilient market● Brokerage model, meaning that the ARR on paper represents just a fraction of the value the business has created● Pawlicy Advisor has been recognized for its innovative approach to pet insuranceFAQWhere is the Pawlicy Advisor team located?Founded in 2018, Pawlicy is headquartered near NYC and the majority of the team operates remotely. Some of us are in the NYC area, but most of the team is pretty spread out nationally. We do company offsites on a regular basis where we fly the whole team out to a fun destination and spend a few days team building. Our last few involved paddle boarding, ropes courses, team meals, horse riding, river tubing and some early morning yoga. We can’t wait for the next one :)You can learn more about us at:POSITION SUMMARYPawlicy Advisor is seeking a Chief Financial Officer (CFO) who will lead, develop, and grow the finance function while strategically enabling top-line growth for the organization.This leader will oversee all aspects of Finance, Legal, and Human Resources. They will be a key strategic business partner to the senior management team in the development and execution of the Company’s strategic and financial plans. While the CFO’s primary responsibilities will encompass all financial elements, Legal, and Human Resources, this individual’s general business acumen, leadership, and performance management will be equally important as the company scales. Pawlicy Advisor wants to maximize its massive opportunity, and the right CFO will be a key player in this.The CFO will also:● Prepare, maintain, and evaluate company financial statements and budget● Immediately hire up to two finance professionals, including potentially accountant/bookkeeper and FP&A● Model insurance policy churn, policyholder and business retention, and company cash flow● Guide financial performance benchmarks and financial KPIs● Evaluate distribution channel acquisition costs● Collaborate with marketing and product by providing financial inputs for targeting and conversion improvement initiatives● Conduct cohort analyses of customers and business partners● Respond to and present to Board & investors● Audit company expenses● Support metrics reporting and evaluation, and report generation● Manage bookkeeping, bills and account receivables● Guide development of company processes for employee onboarding and performance evaluation● Align employee incentive programs to business OKRs● Own overall organization of internal data and roll-out of internal finance tools● Manage licensing and regulatory matters, including third-party vendors and insurance counsel● Serve as compliance officer and company’s designated responsible licensee on insurance matters● Prepare, review, and execute company contracts with the support of company counsel● File corporate registrations and taxes, with support from outside vendors and counsel as needed● Identify and recommend revenue growth opportunities and cash flow improvement opportunities● Evaluate resource allocation opportunities, including paid acquisition initiatives; investment opportunities, including equity and debt financing; and M&A opportunitiesRequirements● 10+ years of experience in senior finance role(s), with 5+ years serving as VP, Finance/CFO at a venture-backed startup● Expertise in venture capital and debt financing● Ability to provide financial management and direction● Experience working with C-corps● Proven experience scaling a post-Series A startup● Comfortable tax planning & filing federal, state, and local taxes with help from external firm● Familiarity with state and federal registration and reporting requirements● Preferred familiarity with insurance compliance and reporting, as well as insurance company and SaaS financial modeling● Marketplace experience preferred● CPA strongly preferred● Legally authorized to work in the United StatesBenefits● Competitive salary and bonus● Startup equity grants● Flexible vacation● Top-tier Health, Dental, Vision Insurance● Short-term Disability insurance● 401k employer contributions after your first year with the company●The chance to help grow a massive business that will help the vet industry thrive● We're a fully remote company;The co-founders (CEO and CTO) are located in NYCExpected salary:Location: New York City, NYJob date: Sat, 12 Aug 2023 22:42:38 GMTApply for the job now!Apply tot his job