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Vouch Insurance · 2 days ago

Director of Finance

San Francisco, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$200K/yr - $240K/yr

8+ years exp

Vouch Insurance is a tech-enabled insurance advisory and brokerage focused on supporting growing companies in technology, life sciences, and professional services. As the Director of Finance, you will play a key role in driving profitability and operational efficiency while managing the financial architecture and strategic planning processes.

FinanceFinancial ServicesInsuranceInsurTech

Growth Opportunities

Responsibilities

Own the Financial Architecture: Own and enhance Vouch’s 3-statement and business unit financial models. You will build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives

Strategic Planning & Forecasting: Lead the annual and semi-annual planning processes, and monthly rolling forecasts. You will partner with department heads to set targets and drive accountability

Executive & Board Partnership: Act as a strategic advisor to executive leadership. You will produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions

Drive Business Insights: Collaborate cross-functionally with GTM, Product, and Data teams to refine driver-based unit economics and analyze P&L impact. You will lead profitability analyses to identify cost optimization and growth opportunities

Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. You will recommend and implement process improvements that drive operating leverage across the company

Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence

Qualification

3-statement modelingStrategic financeFinancial planning softwareData analytics toolsTeam leadershipAgilityMBABrokerage experienceInsurance experienceFintech experienceCommunication skills

Required

8–10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high-growth tech or fintech environments

Expert-level 3-statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch

Experience partnering with executives to influence strategy, pricing, and resource allocation

Demonstrated experience managing or mentoring team members and leading cross-functional processes

Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors

Comfort working in a fast-paced, high-growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion

Preferred

MBA

Experience with brokerage, insurance or fintech business models

Experience with data analytics/visualization tools

Experience operating financial planning software

Benefits

Competitive compensation and equity packages

Health, dental, and vision insurance

Parental leave

Flexible vacation time

Wellness allowance

Technology allowance

Company-sponsored personal and professional development

L&D: Partnerships with Ethena and monthly Lunch & Learns

Wellbeing: access to many wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc.

Caregiver Support: company seed into the dependent care FSA and company sponsored Care.com membership.

Regular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities.