Strategic Finance Manager
New
J
Jerry.aiInsurtech, fintech
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, CanadaFull-TimeManager
Salary$150K – $225K • Offers Equity; US: $150K – $225K • Offers Equity; CA: CA$150K – CA$225K • Offers Equity
Apply NowOpens the employer's application page
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.
- Required Skills
- NetSuite
Requirements
- Have 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.
- Bring 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.
- Be able to translate 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 is a plus.
- CFA certification, vendor negotiation or procurement exposure, and finance tech stack experience such as NetSuite, Ramp, or planning tools 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.
- Manage monthly and quarterly forecast cycles and explain variances against plan and prior periods.
- Translate financial results into executive narratives for the CFO, founders, board, and investors.
- Lead monthly business reviews with functional leaders and turn financial analysis into business decisions.
- Evaluate planning systems, recommend an option, and own its rollout.
- Model new products, verticals, channels, and partnerships, including market size, economics, capital commitment, and returns.
- Compare actual results with underwriting assumptions and monitor CAC, payback, policy retention, lifetime value, and contribution margin.
- Support corporate development, capital markets, investor diligence, modeling, and transaction analysis as needed.
- Build business cases for vendor spend, support term negotiations, and provide budget owners with spending visibility.
View Full Description & ApplyYou'll be redirected to the employer's site
