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Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.
Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make.
Reporting to the CFO, the Director of Financial Operations will be responsible for managing the company's cash, investments, bank accounts and relationships, monitoring and forecasting cash flow, accounts payable, T&E, procurement and ensuring efficient operations in all of these areas. This role requires strong leadership and analytical skills, a deep understanding of treasury, liquidity, payables and procurement functions, and the ability to work collaboratively across departments. This role has one direct report with the expectation the team will grow in line with Company growth.
How You’ll Do It
- Assess, transform and/or implement a Treasury management system plus Accounts Payable and Procurement software and tools, driving an automated and efficient operating model.
- Build and oversee cash flow forecasting for each legal entity.
- Build a Procurement function that includes commitment and disbursement authority guidelines, contract renewal awareness, deep metrics for all contracts and a solid internal control environment.
- Develop treasury reporting dashboards appropriate for various stakeholders and track KPIs.
- Monitor daily cash and investment positions, ensuring adequate liquidity for operational needs.
- Manage and strengthen relationships with banks and financial institutions.
- Negotiate banking services and fees to ensure cost-effective solutions.
- Advise management on the liquidity aspects of its short-range and long-term planning.
- Develop appropriate reporting and modeling capabilities to support short-term liquidity forecasting needs, working closely with FP&A.
- Manage bank account structures, ensuring alignment with company needs and GAAP and statutory requirements.
- Manage and maintain bank account authorities, access and legal contracts.
- Develop and ensure appropriate controls and reconciliations exist for all cash, investment, accounts payable and T&E accounts.
The Right Stuff
- Bachelor’s degree in finance, accounting, or business required.
- Minimum of 12 years of experience in treasury, banking, or financial management, preferably within the insurance industry; minimum of 10 years of leadership/management experience.
- Proven track record of managing cash flow, banking relationships, treasury operations and accounts payable.
- Strong treasury function, cash management, and financial risk management knowledge.
- Strong attention to detail.
- Advanced Excel skills and experience with financial modeling.
- Excellent analytical, problem-solving, and organizational skills.
- Strong communication and interpersonal skills.
Base Compensation Range
$160,000—$200,000 USD
- Competitive cash compensation
- A piece of the pie (in the form of equity)
- Comprehensive health plans
- Generous PTO
- Future focused 401k match
- Generous parental and caregiver leave
- Our core values are more than just a poster on the wall; they’re tangibly reflected in our work
Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.
Location Information
Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver office and from home. Remote team members must live and work in the United States* (*territories excluded), and have access to reliable, high-speed internet.
Additional Information
Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.
Pie Insurance participates in the E-Verify program. Please click here, here and here for more information.
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Pie Insurance Announces $315 Million Series D Round of Funding
Built In honors Pie in its 2024 Best Places to Work Awards
Pie Insurance Named a Leading Place to Work in Colorado
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What the Team is Saying
What We Do
Pie is transforming small business insurance. Our team of seasoned technology and insurance experts is on a mission to make insurance less expensive, simpler, and more transparent for small business owners. In other words, we’re making it as easy as pie.
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Employees work remotely.
As a remote first company, Pie supports our Pie-oneers in working in a U.S. location that’s best for them. Our Denver, CO office is available for larger team events and is open for local employees to use whenever they want.
