Strategic Finance Manager
J
Jerry.aiInsurtech, fintech
Remote. Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada.Full-TimeManager
SalaryUS: $150K – $225K • Offers Equity; CA: CA$150K – CA$225K • Offers Equity
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Job Details
- Experience
- 4+ years of relevant experience, ideally combining 2+ years at a reputable investment bank, corporate development group, or private equity firm with 2+ years in strategic finance or FP&A at a high-growth company.
Requirements
- Bring 4+ years of relevant experience.
- Ideally combine 2+ years at an investment bank, corporate development group, or private equity firm with 2+ years in strategic finance or FP&A at a high-growth company.
- Hold a bachelor’s degree in finance, accounting, economics, or a similarly quantitative field.
- Demonstrate strong financial modeling skills, including driver-based operating models, three-statement mechanics, and scenario and sensitivity analysis.
- Have a working command of accounting concepts and GAAP.
- Have experience with consumer or marketplace unit economics, including CAC, LTV, payback, cohort retention, and contribution margin.
- Have a track record of translating complex analysis into a clear narrative for executive or investor audiences.
- Bring hands-on fluency with AI tools for analysis, research, and workflow automation.
- Startup or high-growth experience, including building financial processes from scratch, is strongly preferred.
- Insurance, insurtech, fintech, or marketplace experience; CFA certification; vendor negotiation or procurement exposure; and finance tech stack experience are nice to have.
Responsibilities
- Own the driver-based operating model for the base business and expand it for new insurance products and business lines.
- Run the annual budget and long-range planning process, including cadence, assumptions, stakeholder inputs, and the consolidated plan.
- Own monthly and quarterly forecasts and explain variances against plan and prior periods.
- Translate financial results into clear business insights for the CFO, founders, board, and investors.
- Lead monthly business reviews with functional leaders and turn analysis into business decisions.
- Evaluate planning system options, recommend a solution, and own its rollout.
- Model new products, verticals, channels, and partnerships, including market size, economics, capital commitment, and returns.
- Compare actual economics with underwriting assumptions and monitor CAC, payback, policy retention, lifetime value, and contribution margin.
- Support capital markets and investor workstreams through diligence, modeling, and transaction analysis.
- Build business cases for vendor spend, support term negotiations, and give budget owners visibility into their numbers.
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