Finance Manager, Financial Analysis

Head Of Finance
Pawlicy Advisor is seeking a Head of Finance to own all Finance and Accounting. You will serve as a key operating partner to the CEO as well as other company leaders of this growing and profitable business. You will report directly to the CEO, and build a small, high-caliber team of up to two direct reports immediately.
Location: New York City (full time position, in-office required with the CEO four days per week)
Finance, Accounting, and Control
Own the full finance stack: accounting, FP&A, controllership, AP, and treasury
Build and manage a lean internal team (up to two immediate hires) and oversee outsourced finance contractors as you bring capabilities in-house
Ensure a timely, accurate monthly close and maintain GAAP-compliant financials
Maintain and refine the chart of accounts; align Brex coding and other systems with the GL
Oversee AR and AP, vendor payments, and billing processes, including partnership revenue programs in collaboration with Product and Marketing
Oversee payroll and incentive planning in coordination with HR
Manage tax preparation and filings with external tax firms; ensure federal, state, and local compliance
Operating Model, FP&A, and Reporting
Lead financial scenario planning and financial performance evaluation for each distribution channel
Deliver monthly financial packages to the CEO: P&L, cash flow, variance analysis, and clear commentary and recommendations
Help lead Board slide and supplementary strategic material preparation, preparing actuals vs. Run and maintain LTV/CAC and payback analyses by acquisition channel and by key distribution subsegments
Work with Data team to build financial dashboards
Strategic Finance, Capital, and Partnerships
Help lead financial and strategic negotiations with commercial partners, growing key external relationships alongside CEO and Partnerships leader.
Support capital strategy: assess cash flow and analyze and recommend opportunistic equity vs. Own the financial workstream for strategic finance conversations: models, data room, and investor materials alongside in-house Counsel; Evaluate strategic partnership and M&A opportunities, including synergy analysis, unit economics impact, and valuation considerations
Maintain an up-to-date, investor-ready data room and core metrics dashboard
HR, Compensation, and People Systems (in partnership with HR)
Own compensation modeling, including geographic and job leveling (cash and equity)
Support Compensation Committee preparations, materials, and calibration
Partner on performance-based bonuses and incentive programs; Legal, Compliance, and Risk Stewardship
Partner with internal and external counsel on corporate, securities, employment, and commercial matters that intersect with finance
Help manage company risk posture across financial, legal, competitive, and reputational categories alongside Legal and Operations leaders.
Oversee business registrations and ongoing state and local compliance, especially as it relates to payroll, tax, and operating presence
Coordinate with insurance counsel and HR Manager on any finance-relevant regulatory workflows (insurance licensing, training records, etc).
Ensure business policies, terms and conditions, and employee-facing documents align with our financial and risk posture
Monitor any debt covenants and keep leadership informed of headroom and risk
Operations, Analytics, and Business Performance
Identify critical issues to and opportunities for achievement of companywide OKRs weekly and bring structured, data-driven recommendations to the CEO and executive team.
Collaborate with Data team to use BI and analytics platforms (e.g., Mixpanel, Tableau) to connect product, marketing, sales, and financial data
Develop and maintain attribution frameworks and understand how attribution impacts reported performance and investment decisions
Help lead company-level and departmental OKR achievement with clear metrics, baselines, and tracking, and identification of opportunities for more efficient company execution
Help design and refine processes that keep the company running cleanly: vendor management, tool selection for finance/ops, and cross-functional workflows
You are an exceptional communicator, a leading ClickUp user, and demonstrate high agency in your proactive approach to company strategy execution and daily operations. You don't just report on financial data you harness it always for optimizing the speed and execution of OKRs across the team.
The CEO and Board receive concise, accurate, and insightful financial packages that drive decisions, not just report history, and clearly articulate the progress the business is making toward predictable scalability
Department leaders understand their numbers, trust the data, and make better choices because of you
The hiring plan, budget, and cash runway are always reconciled and forward-looking, not backward-facing
Strategic opportunities (partnerships, capital raises, M&A) are evaluated quickly with rigorous analysis and clear recommendations