Finance Manager

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

📋 Description

• Take charge of the driver-based operating model for the core business and enhance it for new insurance products and business lines.

• Manage the comprehensive annual budget and long-term planning process from start to finish.

• Oversee monthly and quarterly forecasting along with variance analysis.

• Convert financial results into executive narratives for the CFO, founders, board members, and investors.

• Facilitate monthly business reviews in collaboration with functional leaders.

• Assess and implement a planning system.

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

• Analyze market size, economics, capital investment, and returns.

• Evaluate actual economics against underwriting assumptions and monitor metrics such as CAC, payback, policy retention, LTV, and contribution margin.

• Assist corporate development through due diligence, modeling, capital markets, investor relations, and transaction analysis.

• Frame decisions regarding building, buying, or partnering.

• Underwrite vendor expenditures, support negotiations, and enhance budget-owner visibility.

⛳️ Requirements

• A minimum of 4 years of relevant experience.

• Ideally, 2+ years in a respected investment bank, corporate development group, or private equity firm, along with 2+ years in strategic finance or FP&A at a rapidly growing company.

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

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

• Solid understanding of accounting principles and GAAP.

• Experience with unit economics in a consumer or marketplace business, covering aspects such as CAC, LTV, payback, cohort retention, and contribution margin.

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

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

• Must be currently residing 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.

• CFA certification, experience in vendor negotiation or procurement, and familiarity with finance tech stacks are advantageous.

🏝️ Benefits

• Equity opportunities or stock options.

• Health coverage.

• Dental coverage.

• Vision coverage.

• Paid time off.

• Paid parental leave.

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

• RRSP plan with employer matching (Canada).

• Wellness benefits.

• Remote work support.

• In-person or hybrid work options available at offices in Palo Alto, New York City, Chicago, and Toronto.