Every morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one’s life, the reality today is that retirement brings along with it a fundamentally new set of challenges that make it an overwhelming time for many.
At Chapter, we believe that the current infrastructure for retirement is broken, and we’re on a mission to fix it. We’ve started by building industry leading technology to solve the first major obstacle in retirement: navigating Medicare (healthcare coverage for retirees over 65). Our products help seniors sign up, choose an insurance plan, and leverage their plan after they are enrolled. And, unlike most Medicare advisors who only search plans that pay them, Chapter searches every Medicare option nationwide. This allows us to find savings and benefits that others miss.
But our ambition doesn’t stop with Medicare — we seek to transform the way that Americans navigate and experience retirement. If this sounds exciting to you, we’d love to speak with you.
About the Role
Chapter is looking for its second member of the Finance team as a Strategic Finance & Accounting Lead. This person will be ingrained in every business unit to help lead and optimize FP&A (including budgeting, modeling, and forecasting) and oversee key accounting processes. In this role, you will forecast key business metrics and work with functional leaders to help guide them towards optimal decision making.
The role requires someone who has a strong accounting background and FP&A experience, with a desire to get deeper in the strategic finance and planning of a high growth business. We are looking for someone who is highly analytical, strategic, a great communicator, and approaches problems in a structured manner. You will have access to the highest-priority business initiatives across the company. This role will report to the Head of Finance.
What You’ll Do
- Design, analyze and forecast organization-wide, cross-functional KPIs to better operate the business
- Monitor and refine revenue recognition policies and cash collection efforts
- Build dynamic, detailed and scalable financial models in Excel and other FP&A tools to support both the finance team and other functional leaders across partnerships, product, Medicare advisory, operations, and data
- Partner cross-functionally as thought-partner to drive new initiatives and improve operating efficiency by creating business cases
- Have exposure to top-tier venture capital investors, both existing and prospective
- Leverage financial and P&L literacy to guide business leads; serve as critical link between operators, corporate, and management
- Provide data-driven guidance to investors and Executive Leadership (e.g. monthly reporting, Board presentations)
- Help create scalable processes and controls to better integrate and refine forecasting and planning
- This role is hybrid in NYC
About You
- 6+ years of relevant experience with a combination of public accounting and Series B,C,D high growth start-up experience
- Has experience building financial models and business forecasting
- Has owned the general ledger and worked in tools like Quickbooks, Bill.com, and Brex or similar
- Proficient in Microsoft Excel with growth ambitions to mastery
- Intellectual curiosity coupled with a “roll up sleeves” attitude
- Comfortable with ambiguity and excited by the ever-changing priorities of a start-up
- Have (or want) experience working with operators on day-to-day execution to achieve targets and developing scalable processes
The salary range for this role will be $140,000 - $180,000 in addition to a competitive equity package, but it might vary depending on skills and experiences. If you think you'd be a good fit for the role, you should apply. All of our offers are based on our assessment of each individual's unique skills and experience.
Our Commitment
Chapter embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
Chapter will provide any necessary accommodation during the recruitment and selection process to an employee or applicant with a disability.
If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know.
What the Team is Saying
What We Do
Here at Chapter, we aim to help seniors not only navigate the complexities of Medicare, but also to transform the way seniors transition into and experience retirement. This is not easy, and no one else has succeeded at this endeavor. For us to achieve this mission, we have to have a deeply shared understanding of who we are and who we strive to be. We’re building team of exceptional of humans, and Chapter’s culture is built on four pillars:
Put Members First
-We relentlessly pursue opportunities to improve the lives of our members, above all else
Real Transparency, Not the Buzzword
-We share as much information and context as possible to help arm Chapterians with what they need to make their own decisions about their work
Invest in Each Other
- We believe each Chapterian has a responsibility to not only collaborate and communicate effectively, but to help those they work closely with learn and grow during their time here
Ownership Without Ego
- We think about problems from an end-to-end perspective with a strong bias to action. We are not afraid to admit when something doesn’t work and learn from that experience
Why Work With Us
A core part of our culture is the belief that every person invests in helping each other learn and grow during their time at Chapter. This isn’t just a company with a once a year review serving as the only time you receive feedback — we aim to create opportunities and an environment where small and big moments provide meaningful opportunities.
Gallery
Chapter Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Chapter NYC (not folks who are hired remote) is in-office 4 days per week. We have a beautiful penthouse office right on Union Square, and strongly believe being together helps us move want to move faster and be more collaborative.
