Head of Strategic Finance at Bestow

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ABOUT US

Bestow is the leading digital platform for life insurance. As both a direct-to-consumer destination and an infrastructure provider, Bestow is on a mission to make life insurance accessible to millions of underserved families. 

We ideate fast, embrace change, and take risks. As a rapidly growing tech startup, we look for the best talent out there and try to stay out of their way. From scaling our business model to expanding our offerings, the day-to-day at Bestow offers endless professional growth opportunities. The people who succeed here look for problems and solutions. They are both passionate about their ideas and open to having their mind changed. 

In the end, we value the same things our customers do: family. So we strive for work-life balance and believe happy employees make for better experiences and happier customers. It’s a model that helped us land the #2 spot on Forbes’ Best Startup Employers 2021 list. Boom!


The Finance team supports all areas of the business, from key strategic decisions to the day-to-day operations. We are looking for a Head of Strategic Finance excited to play a major role in the financial evolution of Bestow. You will work closely with the CFO and alongside the founders, leading strategic planning, analytics, and investor relations for the Company.

We ideally would like this person located in Austin, TX but are open to Remote for the right candidate.

ABOUT THE ROLE

  • Support the development of our long-term strategy. Drive development of long term growth plans and profitability goals.
  • Maintain strong company and sector expertise. Report on emerging market trends and recommend expansion opportunities including mergers & acquisitions. Identify and report on competitive threats.
  • Conduct research and analysis of operational effectiveness and business process.
  • Align departmental goals, processes and resource allocation with Bestow’s organizational strategy.
  • Support business development led by Business Line leaders including conducting research and contributing strategy to presentations and proposals. Analyze the viability of various opportunities.
  • Develop a proactive investor relations strategy, framework including messaging and valuation models. Assist with presentations for investors, corporate communications, marketing initiatives, and customer events.
  • Maintain current investor financial model and presentations to ensure they are informative, accurate, and relevant to the current environment.
  • Assess data to gain insights and recommend pricing strategies that align closely with market trends. Develop dynamic pricing tools to effectively respond to changing market needs.

ABOUT YOU

  • 7+ years of professional experience, preferably in investment banking, sell side equity research, business development, corporate strategy and/or consulting. Experience in financial services is a plus.
  • Superior financial and investment analysis capabilities, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. First-principles approach to understanding complex concepts.
  • Exceptional presentation skills. 
  • Outstanding and persuasive communicator.
  • Collaborative style and viewed as a strong business partner, both efficient and consistently adding value. 
  • Experience successfully leading a team.
  • Continuously strive to improve the Investor Relations function; ensure best in class practices are in place.
  • Solicit and accept feedback, criticism, and alternative points of view.
  • Intellectually curious and demonstrated self-starter.
  • Undergraduate degree required. MBA or an advanced degree is a plus.

WHAT WE CAN OFFER

  • Competitive salary
  • Open PTO plan
  • 100% paid premiums for medical, dental, and vision insurance
  • Annual bonus based on individual and company performance
  • Generous equity grant based on level
  • Flexible work-from-home policy and open to remote

We value diversity at Bestow. We hire, recruit, and promote without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every member of our team. 

Bestow does not sponsor applicants for work visas at this time.

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Technology we use

  • Engineering
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  • Sales & Marketing
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An Insider's view of Bestow

What are some social events your company does?

Last year Bestow sent everyone a make your own cocktail kit for a company-wide happy hour to help us keep in touch while we work remotely! We also have a slack channel for people who are interested in getting randomly introduced to a new member of the channel each week. It’s a great way to meet new hires and catch up with old pals.

Anna

Data Analyst

What does your typical day look like?

A typical day for me involves designing systems that get used internally and externally at Bestow. Secure and reliable solutions that allow us to meet an ever-increasing amount of traffic to our services. We like to use tools that promote creativity and automation across our responsible domains.

Clint

Senior Site Reliability Engineer

How has your career grown since starting at the company?

I am always challenged here. Bestow has provided me with the best, and most beautiful ways opportunities to grow both personally and professionally. My leadership has trusted me with huge tasks early on which push me professionally. It is this type of trust that has allowed me to grow my career.

Erika

Agency Service Specialist

How do your team's ideas influence the company's direction?

The Marketing Compliance and Operations Compliance team operates with a “run to the risk” attitude. They think of efficiencies to ensure the business understands, identify, and mitigate risks appropriately. This anticipation of what is coming around the corner attitude, continues to develop and foster trust Bestow wide.

Luke

Deputy General Counsel, Chief Compliance Officer

How do you collaborate with other teams in the company?

In my given role, I collaborate with teams across the business. Information Security & Privacy impact each area. I typically collaborate with different teams by projects. It can be security projects or other business-related initiatives. While remote we collaborate via zoom. Teamwork makes the dream work!

Ami

Chief Information Security Officer

What are Bestow Perks + Benefits

Bestow Benefits Overview

Why work with us?

When you’re reinventing an industry that’s gone unchanged for centuries, you need brain power, imagination and endless curiosity. At Bestow, every voice counts and every employee can shape our mission: to make financial products accessible to more people.

Culture
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Caring for our own by covering 100% of employee medical insurance.
Life Insurance
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Flexible Work Schedule
Bestow provides employees with a flexible work schedule that includes Flexible start and end times.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Happy hours are hosted once per quarter.
Parking
We offer employees a parking subsidy.
Relocation Assistance
Our relocation assistance plan offers a maximum reimbursement of $5,000 and is on a case by case basis.
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within

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