Modern Life

Financial Planning and Analysis

• Own the company financial model. Maintain and expand the model that links key business drivers to company goals, and keep leadership and the board honest about where we're headed.
• Drive budgeting and forecasting. Run the annual budget and ongoing reforecasting cycles, working with every team to tie resource allocation to strategic goals.
• Support fundraising and strategic finance. Prepare materials and analysis for fundraising, investor updates, and strategic partnerships.
• Manage financial operations. Own the relationship with our outsourced accounting partner, oversee month-end close, AP/AR (Ramp), and ensure timely, accurate financial reporting to internal and external stakeholders.
• Deliver management and board reporting. Build the reporting cadence that gives leadership and the board clear insight into business performance, unit economics, and runway.
• Partner on headcount and unit economics. Work with the CEO and Head of People on headcount planning, comp modeling, staffing ratios, and the unit economics that drive org design decisions.
• Own commissions. Oversee the commission engine at the heart of our brokerage economics: carrier commission structures and margins, advisor payout tiers, weekly commission processing, and the reporting that keeps advisors and carriers whole.
• Work AI-natively. Use AI tooling to automate reporting, analysis, and finance workflows so a lean function punches above its weight.

Director of Finance

Growth Marketing

• Own the performance marketing engine end-to-end — strategy, channel mix, budget allocation, creative direction, and execution across LinkedIn, Google, Meta, programmatic, and emerging channels.
• Build the growth experimentation function — run rigorous, hypothesis-driven tests across paid and organic channels, and bring the discipline to kill what isn't working fast.
• Drive advisor acquisition and activation — move the metrics that matter: CAC, LTV/CAC, MQL-to-SQL conversion, advisor activation rate, and payback period.
• Own product marketing and positioning — tell the story of our platform and AI capabilities, landing new product launches, sharpening our messaging, and arming sales and prospects with materials that make us clear and compelling.
• Stand up an AI-native growth stack — build and operate the agentic workflows, content pipelines, attribution models, and reporting that let a small team operate like a large one. You should be using AI to write, test, optimize, segment, personalize, and analyze daily.
• Own lifecycle and email — design and run the nurture, activation, and re-engagement programs that turn cold advisor interest into placed cases.
• Partner with sales and product — work closely with the brokerage and PCS sales teams to align on ICP, messaging, and what's actually converting at the close.
• Measure everything — build the LTV/CAC, attribution, and funnel reporting that gives us a clear view of what's working, and present it to leadership and the board.
• Lay the foundation for the team — as a senior IC today, you'll set the strategy, prove the model, and shape how the marketing function scales, including future hires.

Director of Finance

Director of Growth Marketing