Director of Finance

Modern Life

Director of Finance leading the finance function at a high-growth Series A AI insurance company. Overseeing operational finance, budgeting, and strategic partnerships.

Posted 7/10/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $200,000 - $240,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

7+ years of strategic finance (FP&A) experience ideally in high-growth startup finance
You've owned budgeting, forecasting, and financial modeling with a track record of driving financial performance against targets
Exceptional analytical skills — able to drill into the weeds (commission-level detail) while maintaining a strategic lens
Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed
Excellent communication and leadership skills, working collaboratively across departments and with external stakeholders (carriers, accountants, investors)
Bonus: experience with insurance, brokerage, or commission-based revenue models, foundation in management consulting or investment banking
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Modern Life Website LinkedIn All Job Openings 11 - 50 employees ☁️ SaaS Insurance
Technology
SaaS Modern Life is a technology-driven insurance service company that provides innovative solutions for life insurance advisors and producers. The company offers a proprietary brokerage platform that accelerates the insurance placement process, catering to both individual and corporate clients with a variety of life insurance products, including Term Life, Permanent Life, Long-Term Care, Disability, and Annuities. Modern Life partners with over 30 national carriers to offer comprehensive and competitive insurance products. The company emphasizes the combination of intuitive technology and expert support to streamline insurance processes, making it easier for advisors to serve their clients' sophisticated needs. Modern Life operates nationwide as a licensed insurance producer. Director of Finance Job not on LinkedIn 🔥 9 minutes ago 🏢🏡 New York City – Hybrid 💵 $200k - $240k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 Requirements
7+ years of strategic finance (FP&A) experience ideally in high-growth startup finance
You've owned budgeting, forecasting, and financial modeling with a track record of driving financial performance against targets
Exceptional analytical skills — able to drill into the weeds (commission-level detail) while maintaining a strategic lens
Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed
Excellent communication and leadership skills, working collaboratively across departments and with external stakeholders (carriers, accountants, investors)
Bonus: experience with insurance, brokerage, or commission-based revenue models, foundation in management consulting or investment banking
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs AVP, Finance Transformation 🕒 Yesterday Endurance 1001 - 5000 💸 Finance 🤝 B2B Website LinkedIn All Job Openings AVP, Finance Transformation leading finance transformation initiatives and cross-functional projects at Sompo. Responsible for strategy development and compliance with accounting regulations. 🏢🏡 New York City – Hybrid 💵 $140k - $185k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Finance Operations Manager 🕒 2 days ago Capital CFO+ 11 - 50 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Finance Operations Manager at Capital CFO+ overseeing both for-profit and nonprofit accounts. Leading an accounting team to ensure exceptional service delivery across all engagements. 🏢🏡 New York City – Hybrid 💵 $70k - $75k / year ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Director, Financial Operations 🕒 July 3 MSK 201 - 500 🤝 B2B 🔐 Security 🚗 Transport Website LinkedIn All Job Openings Director of Financial Operations at Memorial Sloan Kettering Cancer Center overseeing financial operations and business planning. Evaluating programs and developing financial strategies to enhance organizational growth. 🏢🏡 New York City – Hybrid 💵 $202.3k - $343.7k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Project Finance Originator – Executive Director 🕒 July 3 Wells Fargo 10,000+ employees 🏦 Banking 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Executive Director level Project Finance Originator in Wells Fargo's Corporate & Investment Banking. Responsible for originating, structuring, and executing energy infrastructure transactions. 🏢🏡 New York City – Hybrid 💵 $275k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Head of Finance Transformation 🕒 July 1 S&P Global 10,000+ employees 💸 Finance 🏢 Enterprise 🤖 Artificial Intelligence Website LinkedIn All Job Openings Head of Finance Transformation accountable for end-to-end finance transformation across the organization. Collaborating with finance leadership to define future-state vision and implement a multi-year transformation roadmap. 🏢🏡 New York City – Hybrid 💵 $150.5k - $263.8k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Financial ModelingBudgetingForecastingFinancial ReportingCommission StructuresUnit EconomicsResource AllocationData AnalysisAI ToolingPerformance Metrics

Soft Skills

CollaborationLeadershipCommunicationProblem-SolvingDetail-Oriented

Certifications

MBACPA