Director of Strategic Finance

Job Description

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

Bestow participates in the E-Verify Program.

Bestow’s Finance team includes Strategic Finance and Accounting and is responsible for ensuring the financial stability and success of the organization. It manages and optimizes the company's financial resources and provides analytical insights to enable effective decision-making, sustainable growth, and maximum value creation. 

We are looking for a Director of Strategic Finance to build and lead the Strategic Finance function. You'll be an instrumental part of the Finance leadership team and responsible for creating and maintaining the financial infrastructure to support our current and future business needs. You will have a unique opportunity to work closely with the executive leadership team, the board of directors, and investors on high-priority business issues and use quantitative insights to drive better decision-making across Bestow. The ideal candidate will not only have the technical skills to support their recommendations but also strong interpersonal skills to manage various stakeholders. This is a strategic leadership opportunity reporting to our VP of Finance.

You will contribute in the following ways:

• Structure, build, and maintain complex financial and decision-making models to develop meaningful insights and actionable recommendations.

• Lead annual budgeting and monthly/quarterly revenue and expense forecasting processes.

• Own the development of key financial metrics and operating targets.

• Develop a proactive investor relations strategy framework, including metrics, messaging, and valuation models. Assist with presentations for the board of directors, investors, and other relevant stakeholders.

• Drive strategic cross-functional initiatives that support company OKRs.

• Align departmental goals, processes, and resource allocation with Bestow’s organizational strategy.

• Play a role in the company’s roadmap for IPO readiness.

• Develop dashboards to track key performance metrics and monitor business performance. Provide management with insights into drivers of revenue and expenses, as well as risks and opportunities.

• Architect and implement new analytics and planning systems to streamline reporting and automate internal processes.

• Build and mentor a high-performing team that produces rich insights, plans, and forecasts with a high degree of transparency and accuracy.

• B.S. or B.A. in accounting, finance, business, economics, math, or another technical field.

• 8+ years of professional work experience focusing on strategic finance or FP&A at a fast-growing technology company.

• Superior financial analysis capabilities, including a deep understanding and comfort with building complex financial models.

• Experience breaking down complex processes or models in a concise, consumable format.

• Intellectually curious and demonstrated self-starter.

• Exceptional presentation skills and attention to detail.

• Outstanding and persuasive communicator. Ability to present a narrative supported by data and relevant metrics.

• Collaborative style and viewed as a strong business partner, both efficient and consistently adding value.

• Experience successfully building, leading, and mentoring teams.

• Strong knowledge of GAAP accounting principles, including ASC 606.

• Highly proficient with Excel and Google Workspace.

• Experience working at a high-growth enterprise software startup.

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits include:

• Competitive salary and equity based on role

• Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs 

• 100% paid-premium option for medical, dental, and vision insurance

• Lifestyle stipend to support your physical, emotional, and financial wellbeing

• Flexible work-from-home policy and open to remote

• Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting

• Employee-led diversity, equity, and inclusion initiatives

Recent Employer Awards include:

• Best Place for Working Parents 2023

• Great Place to Work Certified, 2022 + 2023 + 2024

• Built In Best Places to Work, 2022 + 2023

• Fortune’s Best Workplaces in Texas 2022 + 2023

• Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023

We value diversity at Bestow. The company will recruit, hire, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member. 

Thanks for considering a career at Bestow!