Platform Management Investment Coordinator joining RPA’s Digital Media team in Santa Monica. Supports campaign management across platforms like Meta, TikTok, YouTube, and Google.
CO
Hybrid Chief Financial Officer, AI-Native Insurance & Acquisitions Platform
Posted last month
About the role
- Chief Financial Officer leading finance strategy and capital planning for AI-native insurance distribution platform. Driving acquisitions and ensuring financial predictability while collaborating with executive leadership.
Responsibilities
- Own capital strategy and planning
- Lead debt financing strategy and execution
- Build and own lender materials
- Support the CEO in equity fundraising
- Own liquidity planning, capital allocation
- Establish explicit capital deployment guardrails
- Build an FP&A function driving predictable performance
- Own unit economics, cohort and margin analysis
- Own the financial model for acquisitions
- Build acquisition performance systems
- Implement month-end close discipline
- Lead the annual financial audit end-to-end
- Build reporting that ties financial performance to workflows
- Be the CEO’s strategic partner on planning, risk, and capital allocation
Requirements
- 12–20+ years in finance leadership
- Proven experience leading debt financing processes and negotiating with lenders
- Experience supporting equity fundraising
- Strong M&A finance experience
- Ability to build scalable finance systems
- High integrity, strong judgment, and operational rigor
- Strongly preferred: experience in insurance brokerage, fintech-enabled services, roll-ups, or multi-entity regulated businesses
Benefits
- Competitive salary
- Performance-based bonus
- Significant equity tied to long-term value creation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior FP&A Analyst at Inchcape overseeing financial planning and analysis. Collaborating with regional teams to drive performance and reporting processes.
Senior Manager of FP&A for EMEA & APAC driving financial performance and strategic decision support. Collaborating with commercial teams and regional leadership in a global manufacturing context.
Financial Advisor at CIBC managing client relationships and delivering financial services solutions. Building a client portfolio through exceptional service and community involvement.
Supervisor FP&A leading financial planning, budgeting, and performance analysis for LATAM at Big Dutchman. Focused on financial visibility and strategic decision - making.
Team Lead Finance & Controlling leading LATAM FP&A activities for a high - tech farming solutions company. Involves budgeting, forecasting, and acting as a strategic business partner.
Business Partner for Financial Planning in a company transforming education in Brazil. Responsible for strategic financial consultancy and ensuring financial process efficiency.
Financial Analyst managing pricing strategies and supporting business development at Latham & Watkins. Collaborating with teams on pricing proposals and conducting profitability analyses.
Senior Financial Analyst at Latham & Watkins providing financial and analytical support for pricing strategies. Involved in developing pricing proposals and conducting market analysis.
Finance Internship for rising seniors with a focus on media and technology at Comcast NBCUniversal. Engaging in hands - on learning and team collaborations in individual Finance teams.