Head of Finance

Location: Remote, US-based. Full time. Remote within the Eastern or Central time zones, with a preference for the NYC metro area. The work schedule is Eastern business hours. Travel to meet with the CEO in NY is expected, and is tied to the work need and opportunity.

About the Role

Pawlicy Advisor is a venture-backed pet insurance marketplace that helps pet parents compare plans and choose the right coverage, distributed through veterinary clinics and partners nationwide. The business is profitable and growing.

Pawlicy Advisor is hiring a Head of Finance to own the entire finance function and serve as the CEO’s operating partner. This is a hands-on role: on day one, you are the finance team, supported by outsourced accounting and tax contractors whom you direct and may bring in-house as the business case warrants.

You will own cash, the monthly close, the operating model, financial reporting, and partner in operational and strategic decision-making. The role reports directly to the CEO and is designed to grow into an executive seat as the business scales.

What You Own Cash Management and Banking Relationships Own the cash forecast and cash governance to proactively drive capital allocation and growth investment decision-making. Manage banking and investor reporting relationships.

Assess capital options (equity, debt, non-dilutive) and recommend timing and structure with clear tradeoffs. Own the financial workstream for strategic transactions (financings, partnerships, M&A): models, data room, and investor and counterparty materials, in partnership with the CEO and counsel.

Accounting, Close, and Control Deliver a timely, accurate monthly close and GAAP-compliant financials; you review every close personally. Direct outsourced accounting and tax firms; hold them to defined deliverables, timelines, and cost.

Own commission reconciliation and revenue assurance: carrier statement reconciliation, commission receivables, and revenue recognition to identify unpaid, underpa