Liberate is transforming the $1.2 trillion P&C insurance industry with AI, and Finance plays a central role in how we scale that impact. The company grew 8x last year and raised $50M in funding for its Series B in August 2025. We’re looking for a high-judgment, analytically rigorous operator to join the Finance team in a GTM Strategic Finance role, reporting to the VP of Finance.
In this role, you will be the finance partner to our go-to-market organizations, including Sales, Marketing, and Deployment. You will help shape how we grow by owning key planning processes, improving the quality of our forecasts, and turning data into clear recommendations for resource allocation, investment decisions, and operating execution.
What You’ll Do- Own core GTM planning and forecasting processes, including annual planning, monthly financial reviews, weekly operating rhythms, and long-range planning.
- Own analysis of key business drivers across the funnel, including conversion, productivity, CAC, payback, and net retention, and translate findings into actionable recommendations.
- Partner closely with Sales, Marketing, and Deployment leadership on headcount planning, quota and capacity models, resource allocation, and performance management.
- Partner cross-functionally on strategic initiatives such as pricing, packaging, new product launches, and investment prioritization.
- Prepare clear, high-quality materials for executive and board discussions, distilling complex data into concise narratives and decision points.
- Help improve the systems, processes, and operating cadences that allow Finance to scale effectively with the business.
- 6+ years of experience in Strategic Finance, FP&A, Investment Banking, Management Consulting, or a related analytical role.
- Experience working in a high-growth B2B SaaS or technology environment, ideally in a role supporting GTM, revenue, or growth functions.
- Strong financial modeling skills and a structured, first-principles approach to problem solving.
- Fluency in core SaaS and GTM metrics, including ARR, pipeline conversion, CAC, payback, LTV, and net retention.
- Experience partnering with cross-functional leaders and influencing decisions through data, judgment, and strong communication.
- Comfort working in ambiguity and a high-ownership environment where priorities evolve quickly.
Compensation information: $170,000-$200,000 + Equity
Skills Required
- 6+ years of experience in Strategic Finance, FP&A, Investment Banking, Management Consulting or related role
- Experience in high-growth B2B SaaS or technology environment
- Strong financial modeling skills
- Fluency in core SaaS metrics
Liberate Innovations Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Liberate Innovations and has not been reviewed or approved by Liberate Innovations.
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Healthcare Strength — Comprehensive medical, dental, and vision insurance, alongside mental health and wellness programs, life, and disability coverage are emphasized. These offerings signal a broad health safety net for employees.
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Equity Value & Accessibility — Equity is available for all employees, positioning staff as owners in the company’s growth. This ownership emphasis complements core cash components to enhance total rewards.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid sick days are provided. These time-off options support rest and work-life balance.
Liberate Innovations Insights
What We Do
Liberate Innovations Inc. is a software-as-a-service (SaaS) platform for the P&C insurance industry to fully automate claims and underwriting journeys enabling P&C insurers to deliver an exceptional customer experience at the industry’s lowest cost. Insurers use the cloud-based low-code platform to build digital self-serve experiences and orchestrate an ecosystem of solutions providers and core systems to automate complex business processes. For more information, visit www.liberateinc.com.
Why Work With Us
Liberate is a fast-growing, exciting San Francisco-based AI Startup (Series B) that still maintains a people-first culture.
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