Director, Financial Services Banking Data

We’re a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business. In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch’s financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future. Own the Financial Architecture: Own and enhance Vouch’s 3‑statement and business unit financial models. Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Executive & Board Partnership: Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions. Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities. Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company. Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence. 8–10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments. Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch. Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors. MBA Experience with insurance or fintech business models Experience with data analytics/visualization tools Experience operating financial planning software Competitive compensation and equity packages Health, dental, and vision insurance Company‑sponsored personal and professional development Partnerships with Ethena and monthly Lunch & Learns Regular performance reviews with goal setting and promotion opportunities 30‑minute phone call with recruiting 30‑45 minute video interview with hiring manager Meeting the team: 30‑45 min 1:1 video discussion with 3–4 team members Executive chat Compensation includes equity and a benefits package. Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. xrczosw We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to