Director of Finance
Core
Build and scale the finance function from the ground up for a rapidly growing B2B health and life insurance company, focusing on billing, reconciliation, and financial infrastructure.
Role type
Director of Finance (Player-coach, building infrastructure)
Builds
Finance processes, tools, reporting structures, and commission systems from scratch
Domain
B2B Financial Services (Health & Life Insurance)
Required skills
Insurance billing & commission structures, accrual accounting, float/cash-in-transit accounting, product/SKU profitability analysis, ERP integration, financial modeling, process building from scratch
Preferred skills
CPA certification
Technologies
Multiple ERP platforms, billing systems, payroll platforms
Responsibilities
Own weekly/biweekly/monthly billing and reconciliation reporting; Stand up finance processes and tools from scratch; Build quarterly financial projections; Manage product-level profitability and margin analysis; Maintain float accounting for premiums in transit; Operate across multiple ERP systems to integrate data; Build reporting dashboards for executive visibility; Oversee finance manager and daily AR aging reports.
Seniority
Director, hands-on IC building infrastructure
