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Jerry

Finance Manager

Jerry

. Own Jerry’s driver-based operating model for the base business and expand it for new insurance products and business lines .

Posted 11/2/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $150,000 - $225,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial modeling skills, including driver-based operating models and three-statement mechanics, while effectively translating complex analyses into clear narratives for executive audiences. Possesses hands-on fluency with AI tools for analysis and workflow automation, and has experience in high-growth environments.

Highest-signal resume keywords
Financial Modeling SkillsExperience With Unit EconomicsStrong Narrative DevelopmentStartup Or High-Growth ExperienceCFA Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ModelingVariance AnalysisBudgetingScenario AnalysisSensitivity AnalysisAccounting ConceptsGAAPMarket SizingCapital Commitment EvaluationVendor Negotiation
Soft Skills
Communication SkillsLeadershipAnalytical ThinkingCollaboration
Tools & Technologies
NetSuiteRampPlanning ToolsAI Tools
Certifications & Qualifications
CFA Certification
Industry Keywords
InsuranceInsurtechFintechMarketplace BusinessConsumer Economics

About the role

Key responsibilities & impact
  • Own Jerry’s 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 end to end
  • Own the monthly and quarterly forecast cycle and variance analysis
  • Explain movements against plan and prior period and their implications for the forecast
  • Write executive narratives for the CFO, founders, board, and investors
  • Lead monthly business reviews with functional leaders
  • Support evaluation and implementation of a planning system
  • Build financial models for new products, verticals, channels, and partnerships
  • Size markets, model economics, and evaluate capital commitments and returns
  • Compare actual economics with underwriting assumptions and feed lessons into future decisions
  • Monitor CAC, payback, policy retention, lifetime value, and contribution margin
  • Support corporate development, capital markets, investor workstreams, diligence, modeling, and transaction analysis
  • Frame build, buy, or partner decisions
  • Underwrite vendor spend, support term negotiations, and provide budget owners with financial visibility
  • Report to the VP of Finance and work closely with the CFO, founders, and functional leaders

Requirements

What you’ll need
  • 4+ years of relevant experience
  • Ideally 2+ years at a reputable investment bank, corporate development group, or private equity firm and 2+ years in strategic finance or FP&A at a high-growth company
  • Bachelor’s degree in finance, accounting, economics, or a similarly quantitative field
  • Strong financial modeling skills, including driver-based operating models, three-statement mechanics, scenario and sensitivity analysis
  • Working command of accounting concepts and GAAP
  • Experience with unit economics in a consumer or marketplace business, including CAC, LTV, payback, cohort retention, and contribution margin
  • Track record of translating complex analysis into a clear narrative for executive or investor audiences
  • Startup or high-growth experience strongly preferred, including building financial processes from scratch
  • Hands-on fluency with AI tools for analysis, research, and workflow automation
  • Insurance, insurtech, fintech, or marketplace experience is a nice to have
  • CFA certification is a nice to have
  • Vendor negotiation or procurement exposure is a nice to have
  • Finance tech stack experience, including NetSuite, Ramp, and planning tools, is a nice to have
  • Full-time salaried applicants must currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada
  • Legally authorized to work in the U.S. or Canada

Benefits

Comp & perks
  • 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
  • In-person or hybrid office options in Palo Alto, New York City, Chicago, and Toronto