Responsibilites
- Lead the annual budgeting, long-range planning, and rolling forecast processes.
- Own and continuously evolve the consolidated financial model to support strategic decisions and scenario analysis.
- Partner with the CFO on capital structure, funding strategy, and M&A analysis.
- Develop a deep understanding of the Company and consistently update and improve all financial and investor communication - including our Company teaser, Company overview presentation and investor materials
- Develop and deliver high-quality management and board reporting, including dashboards, KPI tracking, and financial insights.
- Serve as a key finance partner to senior business leaders, helping drive data-informed decision-making across the organization.
- Build and mentor a high-performing FP&A and corporate finance team.
- Help develop and execute a comprehensive investor relations strategy aligned with company objectives and market positioning.
- Serve as a primary point of contact for investors, analysts, and rating agencies; manage quarterly earnings calls and investor meetings.
- Craft compelling external communications, including earnings releases, investor presentations, and Q&A preparation.
- Participate in meetings and telephone calls with the Executive team, Finance Team and investors to discuss the Company’s financial performance and strategy.
- Play a key role in planning, orchestrating, and preparing presentation materials for conferences and other external audiences.
- Assist in the fundraising process, including creating and handling investor materials and responses to due diligence requests; track details of communication with existing and prospective investors.
- Evaluate M&A and investment opportunities (both inbound and externally sourced) across our product vertical and beyond, including evaluation, financing and structuring.
- Prepare ad-hoc analysis for Board or senior management, including financial models as needed.
- Monitor industry developments, market trends and valuation and activity of publicly traded and private comparable companies.
Qualifications
- 10+ years of experience in corporate finance, mortgage lending, secondary marketing, private equity, or investment banking; experience in a late-stage startup or high-growth public company is a plus.
- BA / BS degree; major in finance, economics, accounting or mathematics preferred
- Strong financial modeling skills
- Ability to convey strategic and financial messages in written materials, presentations, financial models and data analysis
- Excellent finance or investment project management skills with the ability to structure and execute deliverables with minimal oversight
- You have excellent communication and relationship-building skills
- Strong organizational skills and attention to detail
- You are highly adaptable, and able to thrive in ambiguous or uncertain environments.
- Passionate about blending technology and finance
- Knowledge of SQL and Tableau is a plus
- While this is a leadership role, the ideal candidate is comfortable serving as a leader AND overall IC athlete, willing to execute any level of tasks required to get a project done
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What We Do
Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.
Why Work With Us
The Better mission is rooted in values that drive us. We do what’s in the best interest of the consumer We have growth mindsets, not fixed ones We believe that success lies in execution, not credentials We act like owners, not just employees We work to find answers on our own, not wait for them to be given to us We optimize for mission, not ego
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