Strategic Finance Manager

Counterpart believes in small businesses and is dedicated to helping them do more with less risk. By pairing leading insurance experts with cutting-edge technology, Counterpart empowers small business owners to grow with confidence. Exceptional underwriters, trusted insurance brokers, and prominent insurance carriers come together on the Counterpart platform to support small businesses by providing AI-driven management and professional liability underwriting and claims services. That’s where you come in…

As an early member of the team, you will be one of the primary owners and architects of capacity partnerships and infrastructure. You will drive a variety of strategic initiatives that will unlock new opportunities for growth and profitability. This will require close collaboration with the underwriting, data, and engineering teams, partners, clients, and other key stakeholders in order to scale the company. 

YOU WILL

• Expand our capacity with new and existing capacity providers in collaboration with our insurance brokerage, attorneys, and insurance team.
• Manage our carrier relationships including the thoughtful drafting and negotiation of program administrative agreements.
• Ensure all licensing, tax, partnership and other legal filings are compliant with all regulatory bodies. 
• Design and continuously iterate upon our growth strategy in consideration of the multiple distribution channels, market dynamics, and our core value proposition. 
• Support our insurance product leads with macroeconomic, industry, competition, and claims research that help with the prioritization and development of products and partnerships.
• Provide reporting and insights into the drivers behind the key performance indicators to internal and external stakeholders.
• Serve as an escalation point for the resolution of business process and/or system issues.

YOU HAVE

• Expertise with Microsoft Office (Excel, Powerpoint, Word).
• Ability to conduct sophisticated and creative analysis of complex data and translate the results into actionable insights and deliverables.
• Ability to strategize, implement, and manage complex projects in a fast paced environment. 
• Impeccable organizational skills, attention to detail, and experience documenting and QAing processes.
• Strong interpersonal and team building skills, including the ability to work with a diverse team and drive change across functional and business boundaries.
• Confident presenting to key internal and external stakeholders. 
• Experience working in a highly dynamic business environment.
• Desire to learn the mechanics and key drivers of business insurance.

WHO YOU WILL WORK WITH:

• Tanner Hackett, CEO & Founder: Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Openminded.org, in addition to reading, surfing, yoga, and enjoying the outdoors. 
• Chris Shafer, Special Projects: Chris is a published scientific author, having studied the neural correlates of gratitude at the lauded Brain and Creativity Institute. He has since helped to launch numerous businesses in which he held a variety of critical roles from product management to business operations to strategic partnerships. Chris received his bachelor’s degree in Biological Sciences from the University of Southern California.
• Mike Levins, Head of Insurance: Mike previously was the Head of Broker Relations and US MGA Operations at Hiscox. Mike oversaw the Midwest region with ~20 underwriters offering 13 different product lines, the primary lines being management liability, professional liability, and cyber/technology. His extensive insurance career has afforded Mike strong relationships across hundreds of retail and wholesale brokers. Mike received his BS from Marquette University and MBA from Benedictine University.
• Tobias Schuler, Head of Data Analytics: After becoming a Fellow of the Casualty Actuarial Society & working as a consultant actuary at EY for several years, Tobias went on to drive the actuarial data & systems teams at QBE. He further leveraged his deep insurance & technical expertise at Munich Re Digital Partners in North America, where he headed data & analytics & oversaw the data infrastructure behind some of their largest programs.

We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.

We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.