Walnut is an embedded insurance technology company backed by Portage, TELUS Ventures, ATB Financial and National Bank Ventures. We enable partners to unlock the insurance opportunity under their brand in 30 days or less. Walnut is driven to make insurance purchasing experiences digital-first, simple, and convenient – creating greater accessibility across life, P&C, and embedded product lines. Walnut currently offers more than 20 types of insurance products, provided by over 15 carriers. Partners include Neo Financial, ATCOenergy, Tim Hortons, and TELUS Communications. To learn more, visit www.gowalnut.com.

As a remote-only team, we are seeking a Director of Finance reporting to the CEO to oversee our financial operations, providing strategic insights and ensuring our financial health and growth. As a fast growing startup this is a challenging and demanding job leading a mission critical function.

The successful candidate will be working closely with our operation and executive teams as we scale the business and bring on new partners.

Key Responsibilities:

Financial Strategy and Planning

• Lead quarterly and annual financial planning process including budgeting, forecasting, modeling, and long term planning

• In collaboration with senior leadership establish ambitious financial and strategic goals for long and short term success

• Oversee the creation of quality and timely monthly / quarterly financial results for senior leadership and stakeholders

• Analyze financial data to identify trends, opportunities, and areas for improvement

• Develop and maintain robust financial forecasting models to accurately predict and assess performance

• Provide actionable insights to support decision-making and business growth

Cash Flow Management

• Manage cash flow and liquidity, ensuring adequate funds for operational needs and strategic investments

• Develop and maintain cash flow forecasting models to anticipate future financial requirements

• Implement cost control measures and identify efficiency improvements

• Manage invoicing, payroll, AP and AR with the support of internal and external resources

Compliance and Risk Management

• Ensure compliance with regulatory requirements and financial reporting standards

• Oversee risk management policies and procedures to protect the company's assets and financial stability

Stakeholder Engagement

• Work with the team to develop reporting for stakeholders that include employees, external partners, investors, bankers, and other financial partners

• Communicate financial results and strategies effectively to the employees, external partners, board, and investors

What We’re Looking For:

• We’re a remote startup so strong written and verbal communication are extremely important

• Detail oriented with the ability to work in a fast-paced, dynamic environment in the face of uncertainty and change

• 2+ years of experience in financial planning and strategic finance role, preferably in a high-growth B2B technology company

• Bachelor's degree in Finance, Accounting, or a related field; CPA, CFA would be ideal

• Strong understanding of financial management principles, accounting standards, and industry best practices

• Experience with finance industry software including Xero, Plooto, Wagepoint, Microsoft Office, Google Workspace, and a wizard with Excel

• Insurance industry expertise or experience is a plus

• SQL knowledge also a big plus

Salary: $90,000 - $130,000 per year

Benefits: Wellness Program, Stock Options

Language: French is a plus but not required

Schedule: Monday to Friday. We're a startup so weekend availability will be important on occasion

Work Location: Remote