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 annual budget and long-term planning process from start to finish.

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

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

• Lead monthly business reviews in collaboration with functional leaders.

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

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

• Assess market sizes, model economic scenarios, and evaluate capital commitments and returns.

• Compare actual economics against underwriting assumptions and monitor metrics such as CAC, payback period, policy retention, lifetime value, and contribution margin.

• Support corporate development through due diligence, modeling, capital markets activities, investor workstreams, and transaction analysis.

• Frame decisions regarding building, buying, or partnering.

• Underwrite vendor expenditures, assist in negotiations, and provide budget owners with visibility into spending.

• Report 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 reputable investment bank, corporate development group, or private equity firm combined with 2+ years in strategic finance or FP&A at a high-growth 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, scenario analysis, and sensitivity analysis.

• Proficient understanding of accounting principles and GAAP.

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

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

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

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

• 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.

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

🏝️ Benefits

• Equity opportunities / 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 for most roles.