Head of Strategic Finance

G&A – Finance & Accounting /
Full-Time /

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

Bestow participates in the E-Verify Program.


Bestow’s finance team plays a crucial role in ensuring the financial stability and success of the organization, from managing and optimizing the company's financial resources to enabling effective decision-making and sustainable growth. Finance comprises various teams, including accounting, budgeting, and strategic planning, providing financial insights and support to facilitate all operations. 

The Head of Strategic Finance will help lead Bestow's financial operations and play a major role in the company’s evolution. You will work closely with the CFO and alongside the founders, leading strategic planning, analytics, capital markets, and investor relations for the Company.

Open to Remote (US) #LI-Remote 


    • Support the development of our Enterprise SaaS strategy.
    • Drive development of key financial and operating targets.
    • Develop a proactive investor relations strategy framework, including metrics, messaging, and valuation models. Assist with presentations for the board of directors, investors, and other relevant stakeholders.
    • Create and maintain investor financial models and presentations to ensure they are informative, accurate, and relevant.
    • Lead the annual budget process and monthly revenue and expense forecasting. Driving strategic cross-functional initiatives that support company OKRs.
    • Maintain strong company and sector expertise. Report on emerging market trends and recommend expansion opportunities, including mergers & acquisitions. Identify, benchmark, and report on competition.  
    • Play a role in the company’s roadmap for IPO readiness.
    • Conduct research and analysis of operational effectiveness and business process.
    • Align departmental goals, processes, and resource allocation with Bestow’s organizational strategy.
    • Assess data to gain insights and recommend pricing strategies that align closely with market trends. Develop dynamic pricing tools to effectively respond to changing market needs. Help analyze the viability of various deals and opportunities.  


    • 5+ years experience in investment banking, equivalent to a VP or Director level. Sector experience in financial services is a plus.
    • Intellectually curious and demonstrated self-starter.
    • Superior financial analysis capabilities, including a clear and thorough understanding of financial modeling and valuation techniques widely adopted by industry professionals and analysts. First principles approach to understanding complex concepts.
    • Exceptional presentation skills and attention to detail. 
    • Outstanding and persuasive communicator. Ability to present a narrative supported by data and relevant metrics. 
    • Collaborative style and viewed as a strong business partner, both efficient and consistently adding value. 
    • Experience successfully leading a team.
    • Continuously strive to improve the Investor Relations function; ensure best-in-class practices are in place.
    • Solicit and accept feedback, criticism, and alternative points of view with a goal to improve.

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits include:

Competitive salary and equity based on role
Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs 
100% paid-premium option for medical, dental, and vision insurance
Lifestyle stipend to support your physical, emotional, and financial wellbeing
Flexible work-from-home policy and open to remote
Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
Employee-led diversity, equity, and inclusion initiatives

Recent Employer Awards include:
Best Place for Working Parents 2023
Great Place to Work Certified, 2022 + 2023 + 2024
Built In Best Places to Work, 2022 + 2023
Fortune’s Best Workplaces in Texas 2022 + 2023
Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023

We value diversity at Bestow. The company will recruit, hire, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member. 

Thanks for considering a job at Bestow.