Finance Manager

Jerry

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

Posted 10/23/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $150,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, including driver-based operating models and three-statement mechanics, while effectively translating complex financial analysis into clear narratives for executive audiences. Proficient in evaluating market economics and supporting corporate development through strategic financial planning and analysis.

Highest-signal resume keywords

Financial ModelingDriver-Based Operating ModelsGAAP KnowledgeUnit Economics AnalysisCFA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingVariance AnalysisBudgetingForecastingScenario AnalysisSensitivity AnalysisMarket Size AssessmentCapital Commitment AnalysisUnderwriting Assumptions ComparisonVendor Spend Underwriting

Soft Skills

Narrative DevelopmentLeadershipCollaboration

Tools & Technologies

AI Tools for AnalysisFinance Tech Stack

Certifications & Qualifications

CFA Certification

Industry Keywords

Strategic FinanceFP&AInvestment BankingCorporate DevelopmentPrivate EquityConsumer Business EconomicsMarketplace Business Economics

About the role

Key responsibilities & impact

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 end to end
Own monthly and quarterly forecasting and variance analysis
Translate financial results into executive narratives for the CFO, founders, board, and investors
Lead monthly business reviews with functional leaders
Evaluate and implement a planning system
Build financial models for new products, verticals, channels, and partnerships
Assess market size, economics, capital commitment, and returns
Compare actual economics with underwriting assumptions and monitor CAC, payback, policy retention, LTV, and contribution margin
Support corporate development through diligence, modeling, capital markets, investor, and transaction analysis
Frame build, buy, or partner decisions
Underwrite vendor spend, support negotiations, and improve budget-owner visibility

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, 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 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
Hands-on fluency 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, vendor negotiation or procurement exposure, and finance tech stack experience are nice to have

Benefits

Comp & perks

Equity opportunities or 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
In-person or hybrid work options at offices in Palo Alto, New York City, Chicago, and Toronto