Strategic 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 while expanding it for new insurance products and business lines.

• Manage the comprehensive annual budgeting and long-range planning process.

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

• Clarify changes against the plan and prior periods and their implications for future forecasts.

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

• Lead monthly business reviews with functional leaders and translate outcomes into actionable business decisions.

• Assess and implement a planning system.

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

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

• Compare actual economics with underwriting scenarios and apply insights to future decisions.

• Track CAC, payback periods, policy retention, lifetime value, and contribution margins.

• Assist with corporate development, capital markets, investor engagement, due diligence, modeling, and transaction analysis.

• Frame decisions regarding build, buy, or partner strategies.

• Evaluate vendor expenditures, support negotiations, and provide budget owners with insights into spending.

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

⛳️ Requirements

• Minimum of 4 years of relevant experience.

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

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

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

• Strong understanding of accounting concepts and GAAP.

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

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

• Experience in startup or high-growth environments is highly preferred, particularly in establishing financial processes from the ground up.

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

• Experience in insurance, insurtech, fintech, or marketplace sectors is advantageous.

• CFA certification is a plus.

• Experience in vendor negotiation or procurement is beneficial.

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

• 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 possess legal authorization to work in the U.S. or Canada.

🏝️ Benefits

• Equity opportunities or stock options.

• Health insurance coverage.

• Dental insurance coverage.

• Vision insurance 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 for most positions.