Director, Finance Strategy and Operations

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Insurance
The Role
Partner with the CAO to drive finance strategy, executive enablement, decision-readiness, and cross-functional initiatives. Lead high-impact projects, maintain CAO dashboards, manage month-end risks, build operating mechanisms, and improve organizational effectiveness while advising senior leaders and coordinating external partners.
Summary Generated by Built In

Overview:

SageSure, a leader in catastrophe-exposed property insurance, is seeking a Director, Finance Strategy and Operations to serve as a strategic partner to the Chief Accounting Officer. This role will drive key Finance initiatives, improve operating rhythms, strengthen decision readiness, and help the Corporate Finance organization scale effectively as the business grows.

What you’d be doing:

Executive Enablement & Strategic Partnership

  • Serve as a strategic partner and proxy for the CAO in key meetings, communications, and follow-up decisions
  • Manage executive priorities, workflows, and commitments to keep focus on the highest-impact enterprise priorities
  • Advise the CAO on organizational effectiveness, resource allocation, and strategic trade-offs

Decision Readiness & Information Management

  • Lead review and quality assurance for Finance and CFT executive materials, ensuring they are clear, accurate, and decision-ready
  • Maintain CAO dashboards and provide regular status readouts on priorities, risks, and commitments
  • Oversee month-end close progress, risks, and escalations, providing exception-based visibility and support
  • Synthesize information to accelerate decision-making and reduce rework

Cross-Functional Alignment & Integration

  • Drive strategic Finance initiatives that require coordination across Product, Underwriting, Legal, Compliance, Finance, and external partners
  • Maintain accountability and commitment tracking for the CAO organization
  • Establish operating mechanisms for progress tracking, risk escalation, and decision-making
  • Coordinate with external partners, including auditors and consultants, to manage visibility and escalation

Strategic Initiative Leadership

  • Own high-impact Finance priorities from planning through execution
  • Develop solutions to ambiguous, high-stakes challenges that influence organizational direction
  • Clarify goals, success measures, roles, risks, and outcomes for complex initiatives
  • Identify gaps in organizational systems and design practical solutions that help the CAO and CFT leadership operate more effectively

Influence, Relationship Management & Executive Presence

  • Build trusted relationships across the organization as a credible advisor to senior leaders and key stakeholders
  • Influence outcomes and align teams without direct authority
  • Navigate complex interpersonal and organizational dynamics with diplomacy, professionalism, and sound judgment
  • Facilitate productive discussions, resolve conflicts, and build consensus across stakeholder groups
  • Demonstrate strong executive presence, communication skills, and emotional intelligence

Documentation & Communication

  • Capture key insights, decisions, and follow-ups from CAO-designated executive meetings
  • Document critical processes, decisions, and strategies so they are clear and accessible
  • Create and maintain materials that support scaling, onboarding, and cross-functional alignment
  • Translate operational complexity into clear narratives that support alignment and decision-making

Organizational Effectiveness & Continuous Improvement

  • Improve executive operating systems, accountability frameworks, and decision-readiness processes
  • Champion continuous improvement and innovation within the Finance organization
  • Provide strategic guidance and mentorship to Finance team members
  • Model SageSure values and promote a culture of trust, respect, accountability, and collaboration

 We’re looking for someone who has: 

  • 10+ years of progressive experience in finance operations, strategic operations, chief of staff, or related roles
  • Deep understanding of financial principles, processes, reporting, and executive decision cycles
  • Proven ability to lead complex, high-impact initiatives independently in a matrixed environment
  • Strong executive presence, communication skills, and ability to build credibility with senior leaders
  • Exceptional influencing, stakeholder management, and relationship-building skills
  • High emotional intelligence, discretion, and sound judgment in sensitive or ambiguous situations
  • Experience developing accountability systems, operating mechanisms, and organizational frameworks
  • Experience supporting C-level executives in high-growth or scaling organizations

 

Highly preferred candidates also have: 

  • Experience in insurance, financial services, or another highly regulated industry
  • Background in management consulting, strategic operations, or a formal Chief of Staff program
  • MBA or relevant advanced degree

#LI-Hybrid

About SageSure:

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders.  

 We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges.     

SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. 

Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you. 

California Applicants: View SageSure’s Workforce Members’ Privacy Notice - CA Privacy Policy & Notice of Collection

Skills Required

  • 10+ years progressive experience in finance operations, strategic operations, chief of staff, or related roles
  • Deep understanding of financial principles, processes, reporting, and executive decision cycles
  • Proven ability to lead complex, high-impact initiatives independently in a matrixed environment
  • Strong executive presence, communication skills, and ability to build credibility with senior leaders
  • Exceptional influencing, stakeholder management, and relationship-building skills
  • High emotional intelligence, discretion, and sound judgment in sensitive or ambiguous situations
  • Experience developing accountability systems, operating mechanisms, and organizational frameworks
  • Experience supporting C-level executives in high-growth or scaling organizations
  • Experience in insurance, financial services, or another highly regulated industry
  • Background in management consulting, strategic operations, or a formal Chief of Staff program
  • MBA or relevant advanced degree

SageSure Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SageSure and has not been reviewed or approved by SageSure.

  • Healthcare Strength Medical plan options (HSA, EPO, PPO) plus dental and vision are included. Wellness resources such as an employee assistance program and gym or wellness reimbursements complement the core coverage.
  • Retirement Support A 401(k) with company match and a profit‑sharing bonus program are part of the package. These elements bolster long‑term financial security beyond base pay.
  • Leave & Time Off Breadth PTO, paid holidays, and dedicated volunteer time off are provided. This range of time‑off options supports rest, observances, and community engagement.

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The Company
HQ: Jersey City, NJ
268 Employees
Year Founded: 2006

What We Do

SageSure is an innovation-focused insurance and technology company specializing in underserved property markets. As the leading homeowners insurtech organization in the U.S. measured by premium and profitability, we offer more than 40 competitively priced insurance products on behalf of our carrier partners, serving 300,000+ policyholders. SageSure partners with a growing network of insurance agents and brokers in 14 coastal states.

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