Taylor Cox
Finance @ Brite (YC S21)
- Role
- Head of Finance and Accounting at Brite
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Taylor Cox
I am a CPA and finance leader that currently leads Strategic Finance and Accounting at…
Experience
Head of Finance and Accounting
Jun 2024 — Present · Salt Lake City, UT, US
Insurance has become incredibly complex and confusing for employees, HR teams, brokers, and even insurance carriers themselves. Brite is a benefits education software built for benefits brokers. The platform allows you to scale superior benefits education across any client, no matter the size. Brite combines customizable content with integrated decision support tools to give employees an education experience like nothing they have ever experienced.Lead all finance, accounting, and strategic planning functions at Brite, a YC-backed, Series A SaaS company redefining benefits education for brokers and employers. Oversee the full finance tech stack, monthly close, board reporting, and financial operations.• Own all SaaS performance reporting across key metrics: MRR/ARR, gross retention, net revenue retention (NRR), CAC, LTV, payback period, burn multiple, and cash runway.• Manage a multi-million dollar budget and forecast model, tracking actuals vs plan and driving quarterly reforecasting and scenario planning.• Reduced close time by implementing new workflows and automation across deferred revenue, commissions, and accruals.• Designed and maintain investor reporting dashboards and internal KPIs for exec and board use, enabling informed capital allocation and pricing decisions.• Leverage AI tools to streamline journal entry prep, variance analysis, and reporting narratives—enhancing speed and accuracy across monthly close and board deliverables.• Negotiated and manage debt facilities including draw schedules, compliance reporting, and scenario modeling around cash preservation vs growth.• Collaborate cross-functionally with Sales and Product to analyze pricing strategies, GTM strategies, margin expansion opportunities, and customer-level P & Ls.• Played a key role in achieving profitability and establishing financial infrastructure to support continued company growth and future initiatives.
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