Strategic Finance Lead

๐Ÿข Clera ยท all Clera jobs
๐Ÿ“ United States
๐Ÿ’ฐ USD 160,000 - 240,000 / annual
๐Ÿ“… Posted 2026-08-13 ยท via Himalayas
๐Ÿท Strategic-Finance-Lead,Finance-Strategy-Lead,Strategic-Finance-Manager,VP-Strategic-Finance,Financial-Strategy-Director
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About the Role

We're a fast-growing, Y Combinator-backed, AI-native insurtech startup operating as a full-stack commercial insurance carrier purpose-built for technology companies and venture-backed startups. Founded in 2024 and already well into the Series A/B range of funding, we're building an AI-driven financial infrastructure that's transforming how startups access and manage insurance.

We're looking for a Strategic Finance Lead to partner directly with our founding team. This is a ground-floor opportunity with significant ownership โ€” you'll shape how the company models its business, tells its financial story, and makes high-stakes strategic decisions. If you thrive in ambiguity, move fast, and think like a founder, this role was built for you.
What You'll Do

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Partner closely with the founders to build and continuously refine the company's financial model , ensuring it reflects real business dynamics and growth drivers.

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Develop and own the financial narrative used internally and with investors โ€” translating complex data into a clear, compelling story.

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Surface actionable business insights from financial and operational data to inform strategy, prioritization, and resource allocation.

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Operate with a founder mentality โ€” take extreme ownership of outcomes, move with urgency, and build durable systems while executing in parallel.

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Create and maintain investor-facing materials including decks, memos, and analyses that support fundraising and board communications.

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Leverage data tooling (SQL, Python, Excel, BI tools) to build robust models and extract insights at speed.

What We're Looking For
Required

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3+ years of experience in private equity, investment banking, or venture capital, with a strong track record of delivering financial models and strategic analyses.

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Proven experience building and shaping a startup's financial model and developing the financial narrative for founders and investors.

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Strong analytical and quantitative foundation โ€” degree or equivalent experience in finance, mathematics, or economics.

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Ability to derive actionable insights from financial data and confidently present recommendations to senior stakeholders.

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Demonstrated success operating in fast-paced, high-autonomy startup environments with significant ambiguity.

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Valid US work authorization (US citizen or valid work visa) โ€” visa sponsorship is not available for this role .

Nice to Have

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Proficiency with data tooling: SQL, Python, Excel, and/or BI tools .

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Experience in insurtech, fintech, or AI-driven financial infrastructure domains.

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Experience crafting investor-facing narratives or pitch decks .

Compensation & Benefits

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Base salary: $160,000 โ€“ $240,000 USD annually, depending on experience

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Equity participation in a high-growth, well-funded startup

- Competitive benefits package

Location

This is an on-site role based in New York, NY . Candidates should be prepared to work in-office on a full-time basis.

Originally posted on Himalayas

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