Shepherd
Strategic Finance
Shepherd, San Francisco, CA
About Shepherd
Our mission is to create the first comprehensive platform that combines top-tier insurance offerings with world-class software so commercial businesses can manage risk and prevent losses. We're starting with the $10T commercial construction industry.
Our thesis is that technology can solve the sustainability challenges facing commercial insurance, and to accomplish this we're building a platform that incentivizes our clients to adopt the best tools when they buy our coverage. Across construction and other commercial markets, technology is available but fundamentally underutilized, despite the potential for improving loss outcomes and stopping this crisis.
To date, Shepherd has raised $20M+ from top tier VCs including Y-Combinator, Susa Ventures, Spark Capital, Costanoa Ventures, Era Ventures, Greenlight RE and Intact Ventures.
About You
As our first dedicated finance hire, you'll play a critical role in day-to-day financial planning and analysis, managing budgeting/spend, revenue forecasting, reporting, and other strategic projects such as investor communications and fundraising.
You will act as a finance swiss army knife and touch all aspects of finance and accounting functions. This is a high impact, high visibility role and you will get to partner closely with teams across Shepherd to evaluate key questions, solve problems, and drive results.
We have offices in San Francisco (HQ) and New York. We love working together in person and are looking for candidates who can be onsite at our San Francisco HQ.
About the Role
Financial Planning & Analysis:
Finance Operations:
Strategic Initiatives & Investor Relations:
You would be our dream candidate if...
Benefits
Premium Healthcare
100% contribution to top-tier health, dental, and vision
Unlimited PTO
Flexibility to take the time off, recharge, and perform
SF, NYC, or NJ Offices
Premium office spaces on both coasts with daily lunches provided
Professional Development
Access to premium coaching including leadership development
401(k) Plan
Competitive 401(k) plan offered
The pay range for this role is:
140,000 - 175,000 USD per year (San Francisco)
Our mission is to create the first comprehensive platform that combines top-tier insurance offerings with world-class software so commercial businesses can manage risk and prevent losses. We're starting with the $10T commercial construction industry.
Our thesis is that technology can solve the sustainability challenges facing commercial insurance, and to accomplish this we're building a platform that incentivizes our clients to adopt the best tools when they buy our coverage. Across construction and other commercial markets, technology is available but fundamentally underutilized, despite the potential for improving loss outcomes and stopping this crisis.
To date, Shepherd has raised $20M+ from top tier VCs including Y-Combinator, Susa Ventures, Spark Capital, Costanoa Ventures, Era Ventures, Greenlight RE and Intact Ventures.
About You
As our first dedicated finance hire, you'll play a critical role in day-to-day financial planning and analysis, managing budgeting/spend, revenue forecasting, reporting, and other strategic projects such as investor communications and fundraising.
You will act as a finance swiss army knife and touch all aspects of finance and accounting functions. This is a high impact, high visibility role and you will get to partner closely with teams across Shepherd to evaluate key questions, solve problems, and drive results.
We have offices in San Francisco (HQ) and New York. We love working together in person and are looking for candidates who can be onsite at our San Francisco HQ.
About the Role
Financial Planning & Analysis:
- Build and automate scalable financial systems and processes
- Oversee and manage finance/accounting operations (e.g., financial reporting, invoice management, month-end/quarter-end close, etc.)
- Collaborate and manage relationships with external consultants, accountants, and vendors
- Support policyholder accounting for both internal and external reporting
- Ensure compliance with regulatory requirements
Finance Operations:
- Build and automate scalable financial systems and processes
- Oversee and manage finance/accounting operations (e.g., financial reporting, invoice management, month-end/quarter-end close, etc.)
- Collaborate and manage relationships with external consultants, accountants, and vendors
- Support policyholder accounting for both internal and external reporting
- Ensure compliance with regulatory requirements
Strategic Initiatives & Investor Relations:
- Analyze strategic initiatives and provide data-driven recommendations
- Prepare reporting deliverables and presentations to communicate the company's performance and strategy to the leadership team, Board of Directors, and investors
- Stay abreast of market trends and competitive dynamics to inform financial strategies and GTM plans; leverage insights to identify opportunities and challenges
You would be our dream candidate if...
- You have a minimum of 4+ years of experience in corporate finance, investment banking, management consulting, private equity, accounting, or related fields (bonus: 2+ years of startup experience)
- You are deeply knowledgeable about financial statement analysis, including advanced Excel and financial modeling skills
- You have excellent communication skills and storytelling ability when presenting data insights, including proficiency in PowerPoint/Google Slides
- You are detail oriented and have deep analytical rigor
- You have an enthusiastic "roll up your sleeves" mentality and an ability to deal effectively with ambiguity to thrive in an unstructured, fast-paced environment
- You are a team player and have a proven ability to build strong collaborative working relationships with business partners and executives
- Bachelor's degree in Finance, Economics, Business, or related field
Benefits
Premium Healthcare
100% contribution to top-tier health, dental, and vision
Unlimited PTO
Flexibility to take the time off, recharge, and perform
SF, NYC, or NJ Offices
Premium office spaces on both coasts with daily lunches provided
Professional Development
Access to premium coaching including leadership development
401(k) Plan
Competitive 401(k) plan offered
The pay range for this role is:
140,000 - 175,000 USD per year (San Francisco)