Head of Strategic Finance
Job Description
Trellis is an insurtech start-up. Our mission is to build industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers. Our embedded insurance solutions bring the market's leading insurance brands into the apps and ecosystems consumers already use to help them find, compare, and purchase personal insurance, harnessing the power of their personal data.
We’re fast-growing! Our partners include 4 of the top 5 digital banks and 7 of the top 50 personal finance apps in both app stores, including Rocket Money (formerly Truebill), Albert, and Acorns. We have backing from multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.
We’re fully remote. We believe it allows us to find the best talent wherever it is, provide our team with maximum flexibility, and stand out to candidates.
Trellis is led by third-time fintech entrepreneur, Daniel Demetri, who has previously founded multiple fintech and insurtech startups that now operate as publicly-traded companies.
Our Values- Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
- Speed – We work quickly and pragmatically. We move fast and get things done.
- Craft – We are constantly learning and bettering ourselves and the way we work.
- Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
- Positivity – We see a cup half-full, focus on the team's potential, and rise to challenges..
Trellis is looking for a Head of Strategic Finance to help take the company to the next level. The opportunity is perfect for an analytical finance expert that wants to get their hands dirty working in the business, not just on the business.
The Head of Strategic Finance will play a hands-on role, working cross-functionally to identify and capture value opportunities. They will drive operational changes that create tangible value and fuel Trellis’ growth.
You’ll partner with business development to refine our approach to revenue sharing agreements with existing and new partners. With product, engineering and other teams to evaluate and prioritize initiatives based on ROI. And with consumer operations to develop capacity and compensation models. Finally, you’ll take ownership of company-level forecasting and support our investor relations efforts.
In this role, expect to- Work across the entire business, with teams like business development, product, engineering and consumer operations
- Use data analysis and financial modeling to guide key business decisions
- Implement frameworks for ROI-based resource allocation and tracking
- Build company-level financial forecasts
- Refine financial and KPI reporting for senior management and the board
- Support or lead fundraising efforts and work closely with existing and prospective investors
- 6+ years professional experience in a high performance environment
- Investment banking, private equity or strategic finance experience at an early stage startup are excellent foundations
- Top tier financial modeling abilities; bespoke models that capture business-specific inputs and outputs; 3 statement and LBO models aren’t useful here
- Strategic orientation to use insight from models and analysis to design initiatives that will drive tangible business results
- Experience taking an ambiguous problem, independently crafting a work plan around it, and executing against that plan for 3-4 weeks at a time
- Adaptability and empathy to build rapport with individuals in diverse functional areas and develop a deep understanding of their world
- Striking attention to detail
- Startup and insurance experience are nice, but not required – if you’re curious, humble and hard working you will excel in this role
- Experience with Looker or SQL (at the very least a willingness to learn)
You can address your application to Scott. Don’t include a cover letter. Instead, in the "Anything else we should know?" section, in 5 sentences or less tell me what gets you excited about this role along with your favorite planet in our solar system.
- Join a talented, passionate team that we call friends, mentors, and colleagues
- Flat,collaborative, transparent culture; get in at the ground floor and be a true business partner
- Opportunities for growth and development within your role and all areas of the organization
- 75th-percentile (competitive!) compensation
- 100% remote work environment
- Quarterly, fun team bonding events
Trellis additionally offers competitive benefits:
- Unlimited vacation time
- 100% employer-paid insurance for employee, 60% for dependents
- 401(k) retirement savings plan
- Bonuses and equity opportunities
- Budget for home office equipment
Date Posted
06/02/2023
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4
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