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Jerry

Manager, Strategic Finance

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

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Demonstrates expertise in financial modeling, variance analysis, and strategic finance, with a strong ability to translate complex financial data into actionable insights for executive decision-making. Proficient in evaluating market opportunities and implementing planning systems to support business growth.

Highest-signal resume keywords
Financial ModelingVariance AnalysisStrategic FinanceExecutive Financial NarrativesGAAP Knowledge

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
Driver-Based Operating ModelsThree-Statement MechanicsScenario AnalysisSensitivity AnalysisUnit EconomicsCustomer Acquisition Cost (CAC)Lifetime Value (LTV)Contribution MarginMarket SizingCapital Commitment Evaluation
Soft Skills
Analytical ThinkingCommunication SkillsLeadershipCollaboration
Tools & Technologies
AI Tools for AnalysisFinance Tech Stack
Certifications & Qualifications
CFA Certification
Industry Keywords
InsuranceInsurtechFintechMarketplaceCorporate DevelopmentPrivate EquityInvestment BankingFP&A

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 monthly and quarterly forecast cycles and variance analysis
  • Explain changes against plan and prior period and their implications for the forecast
  • Write executive financial narratives for the CFO, founders, board, and investors
  • Lead monthly business reviews with functional leaders and translate analysis into business decisions
  • Evaluate and implement 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 apply lessons to 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, build business cases, 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 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 Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Jersey, Nevada, New York, Oregon, Tennessee, Texas, Utah, Virginia, or Ontario, Canada
  • CFA certification, vendor negotiation or procurement exposure, finance tech stack experience, and insurance/insurtech/fintech/marketplace experience are nice to have
  • Full-time salaried employment eligibility and authorization to work in the U.S. or Canada

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 for U.S. employees
  • RRSP plan with employer matching for Canadian employees
  • Wellness benefits
  • Remote work support for most roles
  • Offices available in Palo Alto, New York City, Chicago, and Toronto for in-person or hybrid work