Manager, Strategic Finance

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 enhance it for new insurance products and business lines.

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

• Oversee monthly and quarterly forecasting cycles along with variance analysis.

• Clarify deviations from the plan and previous periods, detailing their impact on the forecast.

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

• Conduct monthly business reviews with functional leaders and convert analysis into actionable business decisions.

• Assess and implement a planning system.

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

• Determine market sizes, model financial economics, and assess capital commitments and returns.

• Compare actual financial outcomes with underwriting assumptions and apply insights to future decisions.

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

• Assist in corporate development, capital markets, investor processes, due diligence, modeling, and transaction analysis.

• Frame decisions regarding building, buying, or partnering.

• Assess vendor expenditures, create business cases, aid in term negotiations, and offer budget owners financial visibility.

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

⛳️ Requirements

• A minimum of 4 years of relevant experience.

• Preferably, 2+ years at a well-regarded investment bank, corporate development team, or private equity firm, combined with 2+ years in strategic finance or FP&A at a high-growth organization.

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

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

• Solid understanding of accounting principles and GAAP.

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

• Proven ability to distill complex analyses into a clear narrative for executive or investor audiences.

• Practical proficiency with AI tools for analysis, research, and workflow automation.

• Must currently reside in Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Jersey, Nevada, New York, Oregon, Tennessee, Texas, Utah, Virginia, or Ontario, Canada.

• CFA certification, experience with vendor negotiation or procurement, familiarity with finance tech stacks, and experience in insurance/insurtech/fintech/marketplace are advantageous.

• Eligibility for full-time salaried employment and authorization to work in the U.S. or Canada.

🏝️ Benefits

• Equity opportunities or stock options.

• Comprehensive health coverage.

• Dental insurance.

• Vision insurance.

• Paid time off.

• Paid parental leave.

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

• RRSP plan with employer matching for Canadian employees.

• Wellness benefits.

• Remote work support available for most positions.

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