Head of Finance

Pawlicy Advisor

. Own the entire finance function and serve as the CEO’s operating partner .

Posted 9/25/2026full-timeRemote • United StatesLead💰 $185,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, including cash forecasting, capital allocation, and GAAP-compliant financial reporting. Proven ability to lead financial operations, manage investor relationships, and drive scalable growth through strategic financial planning and analysis.

Highest-signal resume keywords

Financial ManagementFP&A and Three-Statement ModelingLTV/CAC and Payback AnalysisBoard Reporting and Investor RelationsSystems Orientation Across Finance Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash ForecastingCapital AllocationGAAP Financial StatementsFP&AThree-Statement ModelingLTV/CAC AnalysisRevenue AssuranceScenario AnalysisUnit EconomicsSensitivity Modeling

Soft Skills

Clear CommunicationAbility to Distill ComplexityHands-On Operational Work

Tools & Technologies

QuickBooks OnlineBrexMixpanelTableauClickUpAI Tools

Industry Keywords

Venture-Backed CompanyCommission-Based Revenue ModelsB2B2C BusinessOutsourced AccountingTax Compliance

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

7+ years in finance, including 2+ years as the second-in-command (Director or VP reporting to a CFO or founder) at a venture-backed company
Hands-on ownership of the monthly close, GL, and financial statements
Deep FP&A and three-statement modeling experience
Fluency in scenario analysis, unit economics, and sensitivity modeling
Direct experience with LTV/CAC, payback, and channel performance measurement in a multi-channel or B2B2C business
Proven experience scaling a startup through a period of significant revenue growth
Experience managing Board reporting and collaborating directly with venture firms
Experience managing outsourced accounting, tax, and finance vendors to defined outcomes and budgets
Strong systems orientation across QuickBooks Online, Brex, banking platforms, PEOs, Carta, and BI tools such as Mixpanel or Tableau
Comfort working across HR, legal, and operations topics that fall outside traditional finance
Legally authorized to work in the United States without sponsorship
Familiarity with insurance distribution or commission-based revenue models preferred
Willingness to perform hands-on operational work and act as the entire finance function initially
Clear, direct communication and ability to distill complexity into actionable narratives
Proficiency with ClickUp and AI tools such as Claude for task management and productivity

Benefits

Comp & perks

Target annual bonus tied to company and individual performance
Meaningful equity grant with a defined path to an executive title as the business scales
Top-tier health, dental, and vision insurance
401(k) employer contributions
Flexible vacation
Remote-first work arrangement
Regular in-person opportunities to collaborate with the CEO
Path to CFO tied to performance and company outcomes