VP of Finance

What the VP of Finance will do! 

Coterie is an insurTech company that makes small business insurance easy. Through tech-based business insurance solutions, Coterie delivers simpler coverage, more accurate pricing and a streamlined experience.  We are hiring a VP of Finance that will have an entrepreneurial mindset, experience with a public/pre-public company, and have a passion for insurTech. Our VP of Finance will be responsible for Coterie’s financial wellbeing.  We are looking for someone who can hit the ground running in terms of building a sophisticated financial model. As a startup, this means cash management, debt control, accounting accuracy, reporting compliance, and eventually investing in regulated securities. The right candidate will be an analytical numbers person who can tell a story using financial data to influence investment, business model decisions, and cash planning.

• Optimize all accounting processes, systems, team members, and/or vendors
• Work with CPA to submit monthly, quarterly, and annual tax filings for all entities
• Handle financial audits from insurance partners and regulators
• Manage day to day cash planning
• Analyze P&L and develop financial strategies for increasing margin and optimizing expenses (top-line and margin growth)
• Work with Coterie’s operations team to analyze unit economics across the business
• Prepare reports for quarterly board meetings
• Conduct in-depth financial analysis for operational improvements and research projects
• Create and execute Coterie’s Captive investment strategy
• Work with financial regulators – SEC, and others

Superpowers we are looking for! 

• 7+ years of progressive finance experience
• Experienced in building out and owning detailed company forecasts and budgets
• Preferably have start-up / earlier stage company experience – comfortable in a dynamic, high-growth environment
• Preferably have experience evaluating and integrating M&A transactions from a finance & accounting perspective
• Excellent knowledge of relevant regulation and regulatory bodies
• Have a very strong entrepreneurial drive

Extras that are great but not required!   

• CPA
• Have created assets for venture capital fundraising (Series B and beyond)
• Experience with intra-company receivables
• Can storytell around financial data

What to expect!
Our hiring process generally consists of 3 phases.

• Phase 1: Qualified candidates will first meet with HR for a phone interview.  This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
• Phase 2: Selected candidates will then meet our Hiring Manager for the 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role
• Phase 3: Top candidates will receive an invite for our final interview series via Teams video. This series will include an experimental exercise project (provided in advance), 1:1 interviews with selected team members and a culture focused interview. The final series is roughly 1.5-3 hours in total but can be scheduled over a few days for flexibility.

 

What’s in it for you! 
Coterie has excellent benefits for all full-time employees. We offer:

• Health insurance through Aetna (we pay 100%)
• Formalized, universal mentorship program via Core-Coaching program
• Dental and vision insurance (Guardian) (we pay 100% but there are limits)
• Unlimited PTO. We expect you to take at least 80 hours during the year not including most bank/federal holidays – Christmas Day, New Years Day, Thanksgiving, July 4, Memorial Day, Juneteenth, Labor Day. We also encourage the celebration of personal holidays and important family events.
• Basic Life Insurance
• Flexible Spending Account (FSA) or Health Savings Accounts (HSA) accounts for those using HSA eligible plans.
• Continuing Education Stipend.
• 401K plan (up 4% match with immediate vest)
• Perks/discounts plan access via Access Perks
• 100% Remote
• A culture with a deep belief in intentionality, inclusion, and treating you like the professional you are.

About Coterie
Our HQ is in Blue Ash, Ohio (4455 Carver Woods Dr, Blue Ash, OH 45242), but we operate as a 100% digital business which makes it easy to work remotely as your role allows.

Coterie is a business insurance startup that distributes flexible-term policies on our website and partner platforms. We value integrity, humility, passion, and intelligence. If you want to push yourself, promote social good, and re-shape a $200B+ market, we’re excited to talk to you.