Chief Financial Officer

About Ledger Investing

Ledger Investing is a Y Combinator backed insure-tech startup that is transforming the way insurance risks are financed.  Today, Ledger is an online marketplace connecting insurance risk to capital, focusing on securitization.  Insurance risk originators are able to source capital more efficiently vs. the traditional value-chain. Capital providers gain access to an asset class that is highly diversified vs. most asset classes.  Insurance securitization has quickly grown to be a $100 billion market but is limited in scope due to opacity and complexity.  Ledger is expanding this market to $1 trillion by building a seamless data pipeline from the policyholder to the capital markets, enabling transparency, and bringing best-in-class analytics and real-time insights to the table.  Our recent $75 million Series B round of investment funding has set us up for exponential growth. We are on our way to disrupting the industry by serving as an unparalleled, advantageous marketplace for virtually all types of insurance risks and capital, including traditional reinsurers, institutional investors, and accredited investors.

About the team

Ledger’s Corporate team serves to maintain state-of-the-art infrastructure and support for scaling the company and providing an engaging work environment for our colleagues.  We partner closely with all of the company’s teams to ensure consistency of approach, efficiency, scalability, and coordination across our work efforts.  Corporate roles provide a unique vantage point to impact the company as a whole and the ability to positively influence all aspects of our vision.

About the role

We are looking for a dynamic CFO to help with our aggressive scaling plan. The CFO will serve as a key member of the executive team and is a fundamental architect of the company’s financial operations and funding strategy as the company grows aggressively. Partnering with your colleagues and the Board of Directors to assess the company’s funding needs in support of projects, you will drive a coherent strategy and execute, always with an eye on scalability, compliance and reporting. You will deliver valuable business analytics as well as define and report meaningful metrics supporting business decision-making and effective execution. You will lead all capital raising activities, investor relations, M&A opportunities,  corporate development, financial reporting, planning and productivity, international expansion and location strategy, accounting and tax reporting. 

As CFO,  you will be working on

• Architect real-time and automated tools and systems to provide critical financial and operational information to the CEO/Investors and make actionable recommendations on strategy

• Partner with the CEO and Leadership Team to define and support annual and longer term goals and strategies, including international expansion.

• Produce financial forecasts, budgets, organizational planning, cost roadmap, and execution requirements

• Collaborate with the CEO and Leadership Team to evaluate new markets, channels, and partnership opportunities.  Lead the company’s corporate development efforts.

• Assist with potential M&A structuring, diligence, valuation, and integration activities.

• Think critically about overall business capital allocation and expense needs in respect to both the near term and long-term directives of the company – investing in the appropriate areas to drive growth, raising additional capital when needed, etc.

• Develop sales targets / growth metrics with clear KPIs and performance targets

• Ensure implementation, maintenance and adherence of appropriate internal controls, SOX compliance, adoption of new standards, financial procedures and processes

• Handle audit process and proper filing of tax returns

About you

Successful candidates will have all of the following attributes:

• 10 + years’ Corporate Finance experience, with at least 3 years in an executive role (defined as VP or CFO) leading a finance function

• Passionate about technology; experience working in FinTech, Insuretech, or a SaaS oriented business.  Previous experience in finance leadership role(s) in a high growth environment  with evidence of proven scaling of a growth stage company to a later stage, mature organization.

• Strong strategic finance skill set: ability to analyze business model, forecast financing needs, and raise/allocate capital

• Strong financial modeling, budgeting, valuation, financial analysis and deal structuring experience

• Strong intangible characteristics: ability to collaborate/partner, sense of urgency, presence, ability to lead and inspire, strategic thinking

• Excellent storytelling and ‘business partnering’ skills: You understand that numbers don’t comprise, they support, the story and you are eager to tell it

• Resilient leader who nimbly navigates through both the weeds and the big picture

The following attributes will help you stand out from the crowd:

• Proven CFO, having scaled a company, gone through a successful exit, etc.

• Global experience with international expansion across EMEA, APAC, etc.

• Experience leading a significant financing/fundraising event

• Proven success leading an IPO

Benefits

• Competitive salary, bonus potential, and equity compensation

• Work from anywhere. We’re flexible. Our headquarters is in New York, but this position can be fully remote or hybrid.

• Uncapped paid time off

• Paid Holidays

• 401k

• Medical, dental, and vision insurance - multiple plans to choose from

• Company paid Life and AD&D insurance

• ClassPass  - We contribute to your monthly membership offering a large range of providers & services in Fitness and Wellness. Get a massage on us!

• Up to $5,000 paid by Ledger towards your dream desk setup! Customize what works for you.

Ledger Investing is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.