Manager, Strategic Finance

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

📋 Description

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

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

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

• Clarify results in relation to the plan and previous periods while evaluating forecast implications.

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

• Conduct monthly business reviews with functional leaders.

• Assist in the evaluation, selection, and implementation of a planning system.

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

• Assess market sizes, model economics, and analyze capital commitments and returns.

• Compare current results against underwriting cases and monitor metrics like CAC, payback, retention, LTV, and contribution margin.

• Aid in corporate development, capital markets, investor workstreams, due diligence, modeling, and transaction analysis.

• Frame decisions regarding building, buying, or partnering.

• Evaluate vendor spending, assist in term negotiations, and provide budget owners with visibility into spending.

• 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.

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

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

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

• Proficient understanding of accounting concepts and GAAP.

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

• Proven ability to translate complex analysis into a straightforward narrative for executive or investor audiences.

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

• Experience in startups or high-growth environments is strongly preferred.

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

• CFA certification is a plus.

• Experience in vendor negotiation or procurement is advantageous.

• Familiarity with finance tech stack including NetSuite, Ramp, and planning tools is desirable.

• Must be currently residing in an eligible U.S. state or Ontario, Canada.

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

🏝️ Benefits

• Opportunities for equity 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.

• Support for remote work.

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