- Own the driver-based operating model for the base business and expand it for new insurance products and business lines.
- Run the annual budget and long-range planning process, including cadence, assumptions, stakeholder inputs, and the consolidated plan.
- Own monthly and quarterly forecast cycles and explain variances against plan and prior periods.
- Translate financial results into executive narratives for the CFO, founders, board, and investors.
- Lead monthly business reviews with functional leaders and connect financial findings to business decisions.
- Evaluate planning systems, recommend an option, and own its rollout.
- Model new products, verticals, channels, and partnerships, including market size, economics, capital commitment, and returns.
- Compare actual product and channel economics with the original case, tracking CAC, payback, retention, lifetime value, and contribution margin.
- Support corporate development, capital markets, investor diligence, modeling, and transaction analysis as needed.
- Build business cases for vendor spend, support term negotiations, and provide budget owners with spend visibility.