Director of Finance, Modern Life
$200-240k
Tech-enabled insurance brokerage
Be an early applicant
Tech-enabled insurance brokerage
21-100 employees
Be an early applicant
$200-240k
21-100 employees
Company mission
To help everyone protect what matters most through advanced technology and tailored advice.
Role
Who you are
- 7+ years of strategic finance (FP&A) experience ideally in high-growth startup finance
- You've owned budgeting, forecasting, and financial modeling with a track record of driving financial performance against targets
- Exceptional analytical skills — able to drill into the weeds (commission-level detail) while maintaining a strategic lens
- Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed
- Excellent communication and leadership skills, working collaboratively across departments and with external stakeholders (carriers, accountants, investors)
- Bonus: experience with insurance, brokerage, or commission-based revenue models, foundation in management consulting or investment banking
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
What the job involves
- We're hiring a Director of Finance to own our finance function end-to-end — from the company financial model and budget through commissions, the revenue engine of our brokerage business
- Reporting directly to the CEO, you'll be the company's finance leader: part strategic partner, part hands-on operator
- You'll take over a function built by a founding operating team member and partner closely with our Head of Business Operations, our outsourced accounting firm, and leadership to keep the business financially sharp as we scale
- Own the company financial model. Maintain and expand the model that links key business drivers to company goals, and keep leadership and the board honest about where we're headed
- Drive budgeting and forecasting. Run the annual budget and ongoing reforecasting cycles, working with every team to tie resource allocation to strategic goals
- Support fundraising and strategic finance. Prepare materials and analysis for fundraising, investor updates, and strategic partnerships
- Manage financial operations. Own the relationship with our outsourced accounting partner, oversee month-end close, AP/AR (Ramp), and ensure timely, accurate financial reporting to internal and external stakeholders
- Deliver management and board reporting. Build the reporting cadence that gives leadership and the board clear insight into business performance, unit economics, and runway
- Partner on headcount and unit economics. Work with the CEO and Head of People on headcount planning, comp modeling, staffing ratios, and the unit economics that drive org design decisions
- Own commissions. Oversee the commission engine at the heart of our brokerage economics: carrier commission structures and margins, advisor payout tiers, weekly commission processing, and the reporting that keeps advisors and carriers whole
- Work AI-natively. Use AI tooling to automate reporting, analysis, and finance workflows so a lean function punches above its weight
Our take
Life insurance is deeply human in purpose, yet historically slow and complex in practice. It's a massive US market still driven by advisors, but burdened by manual processes and fragmented systems. As expectations shift toward speed and better client experiences, the industry is being pushed to evolve, not by removing advisors, but by finally modernizing the tools they rely on.
So, Modern Life was built for this shift. As an AI-powered life insurance brokerage, it embeds intelligence across the advisor-client journey, from underwriting and quoting to recommendations and policy delivery. By analyzing medical and financial data quickly and bringing insurance, tax, and planning considerations into one platform, it reduces friction and complexity, giving advisors more time to focus on their client relationships.
The company's $2OM Series A, bringing total funding to $35M, reflects strong confidence from both investors and major insurers. And with regulatory foundations in place and plans to expand partnerships and product capabilities, the company is very well positioned to scale further.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Nov 2025
$20m
SERIES A
Aug 2022
$15m
SEED
Total funding: $35m
Company benefits
- Unlimited PTO: Whether it’s surfing, family trips, or your garden that’s calling – life is for living, so we give you more time for it
- Hybrid office culture: You get the best of a modern office environment, plus the flexibility of working from home when you want to
- Team events: Get to know the crew at team meals, events, happy hours, offsites, and group celebrations.
- Great benefits: Enjoy quality health insurance and benefits including, of course, life insurance – and we’ve got just the people to help you with that.
Company HQ
Nolita, New York, NY
Leadership
Michael Konialian
(Co-Founder & CEO)Previously worked at US Department state as Foreign Affairs Officer. Later joined McKinsey as Engagement Manager. Also, worked at CoverWallet, first as Director of Product and then as VP and General Manager.
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