About You

As our first dedicated finance hire, you’ll play a critical role in day-to-day financial planning and analysis, managing budgeting/spend, revenue forecasting, reporting, and other strategic projects such as investor communications and fundraising.

You will act as a finance swiss army knife and touch all aspects of finance and accounting functions. This is a high impact, high visibility role and you will get to partner closely with teams across Shepherd to evaluate key questions, solve problems, and drive results.

We have offices in San Francisco (HQ) and New York. We love working together in person and are looking for candidates who can be onsite at our San Francisco HQ.

About the Role

Financial Planning & Analysis:

• Analyze, review, and report on corporate financial results, as well as operating performance metrics

• Develop and maintain comprehensive financial/operating models in order to support long-term strategic planning and scenario analysis

• Establish business relationships across the organization and serve as a strategic thought partner with cross-functional teams

• Support the annual/quarterly planning process, including the creation of revenue forecasts, headcount plan, budgets, and variance analysis

• Contribute to building, improving, and maintaining our financial planning system

• Provide analytical support for all finance-related activities, including Excel modeling, report generation, and coordinating with teams across the organization

Finance Operations:

• Build and automate scalable financial systems and processes

• Oversee and manage finance/accounting operations (e.g., financial reporting, invoice management, month-end/quarter-end close, etc.)

• Collaborate and manage relationships with external consultants, accountants, and vendors

• Support policyholder accounting for both internal and external reporting

• Ensure compliance with regulatory requirements

Strategic Initiatives & Investor Relations:

• Analyze strategic initiatives and provide data-driven recommendations

• Prepare reporting deliverables and presentations to communicate the company's performance and strategy to the leadership team, Board of Directors, and investors

• Stay abreast of market trends and competitive dynamics to inform financial strategies and GTM plans; leverage insights to identify opportunities and challenges

You would be our dream candidate if...

• You have a minimum of 4+ years of experience in corporate finance, investment banking, management consulting, private equity, accounting, or related fields (bonus: 2+ years of startup experience)

• You are deeply knowledgeable about financial statement analysis, including advanced Excel and financial modeling skills

• You have excellent communication skills and storytelling ability when presenting data insights, including proficiency in PowerPoint/Google Slides

• You are detail oriented and have deep analytical rigor

• You have an enthusiastic "roll up your sleeves" mentality and an ability to deal effectively with ambiguity to thrive in an unstructured, fast-paced environment‬

• You are a team player and have a proven ability to build strong collaborative working relationships with business partners and executives

• Bachelor’s degree in Finance, Economics, Business, or related field

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