Why We Exist

Every morning, 10,000 Americans wake up and begin their first day of retirement. Chapter is re-inventing the way that Americans transition into retirement, starting with Medicare.

For most people, Medicare is boring, bureaucratic, and confusing. But it's important. If people wait too long to choose coverage, they risk life-time penalties from Uncle Sam, may need to undergo medical underwriting, or may pay out-of-pocket for 20%+ of medical costs plus prescriptions and most costs of dental, vision, and hearing.

What We Do

Our team and technology help retirees to navigate Medicare, including when and how to sign up, what specific coverage to choose, and how to maximize the benefits from their coverage.

Chapter has built industry-leading technology to help retirees save thousands of dollars on their healthcare. Our promise is simple: we want people to improve their health coverage while reducing what they pay for it.

How? Our platform searches every Medicare option available nationwide, while others search only a subset of plans, which is the norm in the Medicare market.

This full search is why we find savings and benefits that others miss.

Our Team

Our team is high-integrity and high-horsepower with a big heart. We are software engineers, illustrators, lawyers, and former management consultants. We have worked at organizations including Palantir, Axios, Latch, and McKinsey.

The Role

We are looking for a Finance and Carrier Partnerships lead to join our core team. Reporting to our co-founder and Chief Operating Officer, you will be the first finance leader at Chapter and help to shape our strategy, processes, and financial reporting. You will also fortify, grow, and deepen our relationships with insurance carriers offering Medicare Advantage, Medicare Supplement, and standalone Part D plans. This role will also work closely with our operations, growth, and marketing teams, along with our team of Medicare Advisors.

This role is ideal for an early-to-mid career finance professional excited to merge financial and operational responsibilities at a quickly-growing healthcare company. This role requires a high ownership orientation and has responsibilities that are significantly broader than a typical finance role. This role is based in New York and involves travel as needed, including to our Phoenix office.

You will help to drive three objectives:

(1) Build our finance function

(2) Evaluate and inform strategic investment decisions with our founders

(3) Fortify, grow, and manage our supply-side relationships with insurance carriers

Responsibilities

• Build our finance function: Own company model, financial reporting, forecasting, revenue recognition, cash conversion cycle improvements, expense tracking and management, and help lead preparations for Board Meetings
• Evaluate and inform strategic investments: Support founders and senior team in assessing and designing new partnerships and channel relationships, particularly those that influence economics for acquisition or retention
• Fortify, grow, and manage insurance carrier relationships: Maintain and expand our relationships with insurance carriers, help to on-board new carriers, optimize our cash conversion cycle, and manage our insurance licenses and carrier appointments with our Operations Lead

What you'll need to be successful

• 2-5 years in investment banking, private equity, or a finance-focused consulting (corporate finance practice, PE diligence)
• Exceptional quantitative intuition, understanding of valuation drivers, and financial modeling skills, including comfort with forecasting and identifying high-sensitivity inputs
• Operational orientation: excited not only to own finance function, but also to grow our and fortify the carrier relationships that help power the supply-side of our business
• Exceptional aptitude at defining both high-level objectives and the granular steps required to achieve those objectives. This means you have an excitement to design the strategy for the finance and supply-side functions but are even more excited to execute that strategy and be responsible for the results
• Ownership orientation: You are excited to set goals and have ownership for hitting those goals with a team committed to our collective success
• Comfort with ambiguity: While starting from a blank slate is challenging, you find it exciting, rewarding, and empowering
• High-integrity, first principles thinker

We are an equal-opportunity workplace. We are deeply committed to building an inclusive workplace for people of all races, ages, gender identities, sexual orientations, religions, and ethnicities.