Finance Manager

This is a fully remote position, open to applicants in United States, +16 more locations.

📋 Description

• Take ownership of Jerry’s driver-centric operating model for the core business and extend it for new insurance products and business lines.

• Manage the entire annual budget and long-term planning process.

• Oversee the monthly and quarterly forecasting cycle along with variance analysis.

• Clarify deviations from plans and previous periods and their consequences for future forecasts.

• Craft executive narratives for the CFO, founders, board members, and investors.

• Lead monthly business reviews with department heads.

• Assist in the assessment and implementation of a planning system.

• Develop financial models for new products, verticals, channels, and partnerships.

• Assess market sizes, model economic outcomes, and evaluate capital investments and returns.

• Analyze actual economic performance against underwriting assumptions and incorporate insights into future decision-making.

• Track customer acquisition cost (CAC), payback periods, policy retention rates, lifetime value, and contribution margins.

• Provide support for corporate development, capital markets, investor initiatives, due diligence, modeling, and transaction analysis.

• Structure decisions regarding building, buying, or partnering.

• Evaluate vendor expenditures, assist in contract negotiations, and offer financial transparency to budget owners.

• Report to the VP of Finance while collaborating closely with the CFO, founders, and functional leaders.

⛳️ Requirements

• A minimum of 4 years of relevant experience.

• Ideally, 2+ years with a respected investment bank, corporate development group, or private equity firm, alongside 2+ years in strategic finance or FP&A within a high-growth organization.

• Bachelor’s degree in finance, accounting, economics, or a similarly quantitative discipline.

• Proficient financial modeling skills, encompassing driver-based operating models, three-statement mechanics, scenario, and sensitivity analysis.

• Solid understanding of accounting principles and GAAP.

• Experience with unit economics in consumer or marketplace businesses, including CAC, LTV, payback, cohort retention, and contribution margin.

• Proven ability to translate complex analyses into clear narratives for executive or investor audiences.

• Preference for candidates with startup or high-growth experience, particularly in developing financial processes from the ground up.

• Hands-on experience with AI tools for analysis, research, and workflow automation.

• Background in insurance, insurtech, fintech, or marketplace sectors is a plus.

• CFA certification is considered a plus.

• Familiarity with vendor negotiations or procurement is desirable.

• Experience with finance tech stacks, including NetSuite, Ramp, and planning tools, is advantageous.

• Full-time salaried candidates must currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada.

• Must be legally authorized to work in the U.S. or Canada.

🏝️ Benefits

• Opportunities for equity / stock options.

• Comprehensive health coverage.

• Dental insurance.

• Vision insurance.

• Paid time off.

• Paid parental leave.

• 401(k) plan with employer matching (U.S.).

• RRSP plan with employer matching (Canada).

• Wellness benefits.

• Support for remote work in most roles.

• Options for in-person or hybrid work in Palo Alto, New York City, Chicago, and Toronto.