Strategic Finance Manager

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

📋 Description

• Take charge of Jerry’s driver-oriented operating framework for the core business while expanding it to include new insurance products and business lines.

• Oversee the annual budgeting and long-term planning procedures, which encompass cadence, assumptions, stakeholder contributions, and the consolidated executive strategy.

• Manage monthly and quarterly forecasts along with variance analysis.

• Clarify variances against the plan and prior periods, outlining their implications for future forecasts.

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

• Lead monthly business reviews alongside functional leaders, transforming analyses into actionable business decisions.

• Assess and implement a planning system, which includes evaluating options, recommending solutions, and overseeing the rollout process.

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

• Evaluate market sizes, model economic scenarios, and assess capital commitments and returns.

• Compare actual economic results with underwriting assumptions and integrate insights into future decision-making.

• Track metrics such as CAC, payback period, policy retention, lifetime value, and contribution margin.

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

• Frame decisions related to building, buying, or partnering and evaluate the associated return profiles.

• Underwrite vendor expenditures, develop business cases, assist in term negotiations, and provide budget owners with visibility into their financials.

⛳️ Requirements

• Minimum of 4 years of relevant experience.

• Ideally, 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 similarly quantitative discipline.

• Proficient financial modeling capabilities, 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, covering CAC, LTV, payback, cohort retention, and contribution margin.

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

• Proficient use of AI tools for analysis, research, and workflow automation.

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

• Exposure to insurance, insurtech, fintech, or marketplace sectors is a plus.

• CFA certification is a desirable asset.

• Experience in vendor negotiation or procurement is beneficial.

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

• 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.

🏝️ Benefits

• Opportunities for equity or stock options.

• Comprehensive health coverage.

• Dental insurance.

• Vision insurance.

• Paid time off.

• Paid parental leave.

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

• RRSP plan with employer matching for employees in Canada.

• Wellness benefits.

• Remote-first work model.

• Options for in-person or hybrid office arrangements.

• Reasonable accommodations for individuals with disabilities.