Finance Builder & Scale Leader — Remote

First Gen Financial; United States; Remote; USD 130,000 - 180,000; Full time

Job summary

First Gen Financial, a fast-growing B2B financial services company, seeks a Director of Finance to own and scale the finance function. This hands-on leader will build systems, controls, and reporting structures while guiding the company through rapid growth across multiple revenue streams, insurance products, and broker-distributed benefits.

You will manage billing, reconciliations, and profitability analysis, working across ERP platforms and data sources.

Qualifications

• 8–10+ years of progressive finance experience with depth in insurance or healthcare, billing practices and commission structures
• Demonstrated experience standing up finance tools and processes from the ground up
• Comfort across multiple ERP platforms and reconciling data across disparate systems
• Strong grasp of accrual accounting and float/cash-in-transit accounting
• Experience with product/SKU-level profitability and margin analysis
• Hands-on approach: in the data, not just reviewing outputs
• Experience in a remote-first, fast-scaling environment with ambiguity and shifting priorities
• CPA is preferred

Responsibilities

• Own weekly, biweekly, and monthly billing and reconciliation reporting across multiple payroll and enrollment data sources
• Stand up finance processes, infrastructure and tools from scratch
• Build and maintain quarterly financial projections and hold the function accountable to them
• Manage product- and SKU-level profitability, including margin analysis
• Maintain float accounting for premiums in transit and track cash vs. fees
• Run accrual-based accounting and ensure books reflect true period performance
• Operate across ERP/finance systems and integrate data from disparate sources
• Own commission systems and billing logic for insurance/benefits
• Partner with Operations and Business Engineering on reconciliation infrastructure
• Build reporting cadence and dashboards for real-time financial health

Skills

Hands-on finance

Process-building

Cross-functional collaboration

Data analysis

Education

CPA (Preferred)

Tools

ERP systems

Payroll systems

Billing software

Financial reporting tools

Job description

First Gen Financial, a fast-growing B2B financial services company, seeks a Director of Finance to own and scale the finance function. This hands-on leader will build systems, controls, and reporting structures while guiding the company through rapid growth across multiple revenue streams, insurance products, and broker-distributed benefits.

You will manage billing, reconciliations, and profitability analysis, working across ERP platforms and data sources.