Pawlicy Advisor

Financial Planning and Analysis

• Own the entire finance function and serve as the CEO’s operating partner
• Own cash forecasting, cash governance, capital allocation, and growth investment decisions
• Manage banking and investor reporting relationships
• Assess equity, debt, and non-dilutive capital options
• Lead the financial workstream for financings, partnerships, and M&A
• Deliver timely monthly close and GAAP-compliant financial statements
• Direct outsourced accounting and tax firms
• Own commission reconciliation, revenue assurance, and commission receivables recovery
• Maintain the chart of accounts and align Brex, payroll, billing, banking, and general ledger systems
• Oversee AP, AR, vendor payments, payroll, and tax compliance
• Own the three-statement operating model, annual budget, and scenario planning
• Deliver monthly financial packages and prepare Board materials
• Own LTV/CAC and payback analyses by acquisition channel and distribution segment
• Integrate financial data across company systems and build trusted dashboards with the Data team
• Manage the mix of in-house staff and outsourced contractors
• Select and administer the finance systems stack with an automation-first approach
• Partner on compensation and equity modeling, hiring plans, legal and risk matters, commercial partnerships, business development, data analytics, and company OKRs
• Build a transaction-ready data room and support 2027 budget development
• Guide the company toward scalable growth and achievement of its OKRs

Head of Finance