Head of Strategic Finance

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ABOUT US


Bestow is the leading digital platform for life insurance. As both a direct-to-consumer destination and an infrastructure provider, Bestow is on a mission to make life insurance accessible to millions of underserved families. 


We ideate fast, embrace change, and take risks. As a rapidly growing tech startup, we look for the best talent out there and try to stay out of their way. From scaling our business model to expanding our offerings, the day-to-day at Bestow offers endless professional growth opportunities. The people who succeed here look for problems and solutions. They are both passionate about their ideas and open to having their mind changed. 


In the end, we value the same things our customers do: family. So we strive for work-life balance and believe happy employees make for better experiences and happier customers. It’s a model that helped us land the #2 spot on Forbes’ Best Startup Employers 2021 list. Boom!



The Finance team supports all areas of the business, from key strategic decisions to the day-to-day operations. We are looking for a Head of Strategic Finance excited to play a major role in the financial evolution of Bestow. You will work closely with the CFO and alongside the founders, leading strategic planning, analytics, and investor relations for the Company.


We ideally would like this person located in Austin, TX but are open to Remote for the right candidate.

ABOUT THE ROLE

  • Support the development of our long-term strategy. Drive development of long term growth plans and profitability goals.
  • Maintain strong company and sector expertise. Report on emerging market trends and recommend expansion opportunities including mergers & acquisitions. Identify and report on competitive threats.
  • Conduct research and analysis of operational effectiveness and business process.
  • Align departmental goals, processes and resource allocation with Bestow’s organizational strategy.
  • Support business development led by Business Line leaders including conducting research and contributing strategy to presentations and proposals. Analyze the viability of various opportunities.
  • Develop a proactive investor relations strategy, framework including messaging and valuation models. Assist with presentations for investors, corporate communications, marketing initiatives, and customer events.
  • Maintain current investor financial model and presentations to ensure they are informative, accurate, and relevant to the current environment.
  • Assess data to gain insights and recommend pricing strategies that align closely with market trends. Develop dynamic pricing tools to effectively respond to changing market needs.

ABOUT YOU

  • 7+ years of professional experience, preferably in investment banking, sell side equity research, business development, corporate strategy and/or consulting. Experience in financial services is a plus.
  • Superior financial and investment analysis capabilities, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. First-principles approach to understanding complex concepts.
  • Exceptional presentation skills. 
  • Outstanding and persuasive communicator.
  • Collaborative style and viewed as a strong business partner, both efficient and consistently adding value. 
  • Experience successfully leading a team.
  • Continuously strive to improve the Investor Relations function; ensure best in class practices are in place.
  • Solicit and accept feedback, criticism, and alternative points of view.
  • Intellectually curious and demonstrated self-starter.
  • Undergraduate degree required. MBA or an advanced degree is a plus.

WHAT WE CAN OFFER

  • Competitive salary
  • Open PTO plan
  • 100% paid premiums for medical, dental, and vision insurance
  • Annual bonus based on individual and company performance
  • Generous equity grant based on level
  • Flexible work-from-home policy and open to remote

We value diversity at Bestow. We hire, recruit, and promote without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every member of our team. 


Bestow does not sponsor applicants for work visas at this time.

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Location

501 Congress Avenue, Ste. 400 Austin, Austin, TX 78701

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