Lead, Finance & Operations

eventual treasury; New York (NY); On-site; USD 135,000 - 200,000; Full time

Job summary

Eventual Treasury is looking for a Lead in Finance & Operations, responsible for the financial and operational success of the company. This strategic role involves budgeting, forecasting, and overseeing business operations while working closely with senior leadership. The ideal candidate will have significant analytical skills and a passion for driving improvements.

Benefits

Competitive salary with significant equity opportunities

Comprehensive benefits package including health and dental

Opportunity to shape a world-changing company

Qualifications

• Minimum 3 years of experience in banking, consulting, or strategic finance.
• Deep analytical skills to translate complex data into strategies.
• Strong communication to influence leaders.

Responsibilities

• Oversee financial forecasting, budgeting, and operational analyses.
• Establish a high-performance FP&A function.
• Develop KPIs and drive strategic clarity.

Skills

Analytical Skills

Communication Skills

Leadership

Financial Planning

Education

Bachelor's Degree in Finance or related field

Job description

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Join Eventual Treasury: Lead, Finance & Operations

At Eventual Treasury, we're creating the essential infrastructure for the insurance industry, starting with reconciliation. We firmly believe that "the team you build is the company you build." We are looking for people who will form the foundation of our company for years to come. We’re building the backbone that will one day underpin a multi-trillion dollar industry.

Role: Lead, Finance & Operations

As Lead, Finance & Operations, you’ll be responsible for the financial and operational success of Eventual Treasury. Operating with a owner-like mindset, you'll oversee budgeting, forecasting, financial planning, and business operations. This is a strategic role at the heart of the company, working closely with the CEO, while also interfacing directly with investors and our Board of Directors.

Your role is critical, impactful, and hands-on. You’ll establish operational rigor, create insightful reporting, drive resource allocation decisions, and enable strategic clarity across the organization.

What You’ll Do:

• Oversee the monthly forecasting, annual budgeting, financial and operational analyses, and investor communications.
• Establish and lead a high-performance FP&A function as the center of analytical excellence.
• Develop and monitor KPIs across revenue, costs, operating metrics, and capital allocation, highlighting trends and driving actionable insights.
• Manage capital allocation strategies, cash flow forecasting, and financial diligence.
• Partner with operational leaders to optimize budgets, reduce costs, and enhance efficiency.
• Build and mentor a world-class finance and operations team, emphasizing accountability, transparency, and continuous improvement.
• Drive organizational alignment through clear strategic communication, objective prioritization, and rigorous execution.

What We're Looking For:

• An individual with a steep slope (min 3+ years of experience) in banking, consulting, or strategic finance.
• Deep analytical skills, paired with the ability to distill complex financial data into clear, actionable strategies.
• Exceptional communication skills with the ability to influence and hold senior leaders accountable.
• Infinite curiosity—driving relentless questioning and improvement of processes.
• Commitment to in-person collaboration: our finance and operations team works together onsite in our office.

Compensation and Benefits:

• Competitive salary ranging from $135,000 to $200,000 per year, with opportunities for significant equity and performance-based incentives.
• Comprehensive benefits package including health, dental, and vision insurance.
• Opportunity to fundamentally shape a world-changing company.

At Eventual Treasury, you'll join a driven, ambitious team that believes deeply in the transformative power of operational excellence and strategic finance. Embracing a hardcore culture of rapid iteration, rigorous execution, and continuous learning, we're building the team—and the company—that shapes the future of insurance infrastructure.

If you're ready to execute in a world-class environment, we want you on our team.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance Agencies and Brokerages

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