CFO for AI-Driven Insurance & Acquisitions Platform

COVU, Inc.; San Francisco, Northern (CA, KY); Hybrid; USD 300,000 - 550,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Equity

Job summary

COVU, Inc. seeks a CFO to own the full financial system, drive acquisitions, capital strategy, and disciplined performance. This role leads capital planning, lender interactions, and investor communications while building scalable FP&A and post-close processes.

The CFO will align automation, margin expansion, and service quality with governance, risk controls, and a data-driven operating cadence to sustain growth and trust.

Qualifications

• 12–20+ years in finance leadership, including senior ownership of FP&A + accounting + capital strategy.
• Proven experience leading debt financing processes and negotiating with lenders.
• Experience supporting equity fundraising (materials, diligence readiness, investor narrative).
• Strong M&A finance experience: underwriting, deal structuring, and post-close performance management.
• Ability to build scalable finance systems: reporting, controls, forecasting, KPIs, and team.
• High integrity, strong judgment, and operational rigor.
• Experience in insurance brokerage, fintech-enabled services, roll-ups, or multi-entity regulated businesses.
• Experience with credit products tied to cash-flowing portfolios (senior secured, asset-backed, warehouse facilities, etc.).
• Demonstrated experience tying automation, service quality, and financial outcomes together in a technology-enabled services or operational platform environment.
• Proven willingness to say “no” to growth or capital deployment when operating leverage, integration capacity, or CX readiness is insufficient.
• Track record partnering with operators (not just reporting after the fact).
• Comfort operating in ambiguity and moving fast with high accountability.

Responsibilities

• Own the capital strategy and planning across debt vs. equity to support acquisitions and operating needs.
• Lead debt financing strategy and execution: warehouse lines, senior secured facilities, acquisition financing, working capital structures, and other credit products.
• Build and own lender materials: credit story, collateral and covenant proposals, portfolio performance reporting, and diligence packages.
• Support the CEO in equity fundraising: investor materials, fundraising strategy, diligence readiness, and investor communications.
• Own liquidity planning, capital allocation, and covenant/compliance governance.
• Establish explicit capital deployment guardrails and gating criteria: no acquisition, debt expansion, or growth acceleration without integration capacity, workflow-level margin visibility, and customer experience protection metrics in place.
• Build FP&A function with budget, forecast, scenario planning, and cadence; provide board with dashboards; drive unit economics and ROI tracking.
• Partner with Product and Operations to measure service quality, automation adoption, and margin expansion in an integrated system.
• Lead acquisition post-close governance and economic validation frameworks; drive integration and reporting.

Skills

Finance leadership

Debt financing

Equity fundraising

M&A finance

Scalable finance systems

Integrity & judgment

Insurance brokerage experience

Credit products knowledge

Automation & cost-to-serve

Ambiguity tolerance & accountability

Job description

COVU, Inc. seeks a CFO to own the full financial system, drive acquisitions, capital strategy, and disciplined performance. This role leads capital planning, lender interactions, and investor communications while building scalable FP&A and post-close processes.

The CFO will align automation, margin expansion, and service quality with governance, risk controls, and a data-driven operating cadence to sustain growth and trust.