Strategic Finance Manager

🔥 19 minutes ago

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Logo of Outmarket AI

Outmarket AI

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

🛡️ Insurance

☁️ SaaS

Artificial Intelligence • Insurance • SaaS

Outmarket AI is an AI-driven SaaS platform purpose-built for insurance agencies and brokerages. It automates and accelerates insurance workflows—quote comparison, coverage gap analysis, contract/lease requirement checks, tower analysis, proposal generation, loss-run insights, ACORD form filling, and policy verification—by integrating with major agency management systems (e. g. , AMS360, Applied Epic, HawkSoft) and common document stores and email systems. The company emphasizes enterprise security (single-tenant architecture, zero data retention, SOC 2 Type II, HIPAA-ready), serves 250+ agencies, and positions itself to save underwriting/producer teams many hours per week while reducing errors and increasing revenue.

📋 Description

• Own the core financial model that underpins many of the decisions we make • Build and evolve core operating rhythms such as weekly, monthly, and quarterly reporting • Build dashboards, metrics, and success measures that give leadership better visibility and decision-making leverage • Design, deploy, and improve AI workflows, automations, and agent-driven processes using the existing tech stack or by recommending new tools • Drive board and investor reporting, including analysis and narrative development • Partner cross-functionally to solve complex operational problems quickly and pragmatically • Create structure where none exists yet

🎯 Requirements

• 4 to 8+ years of experience in finance (investment banking, private equity, CDD consulting, and/or StratFin experience at a high-growth startup) • Strong analytical skills, including comfort with financial data, modeling, and spreadsheet-based analysis • Structured thinking and the ability to break down ambiguous problems into practical next steps • Strong execution skills and a willingness to own outcomes end to end • Ability to build trust quickly with internal stakeholders and work effectively across functions • Strong written and verbal communication skills • Comfort moving between strategy, analysis, and hands-on execution without getting hung up on org boundaries

🏖️ Benefits

• Competitive compensation • Meaningful equity • Clear room to grow • Remote-first flexibility

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