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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 10/23/2026full-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 capabilities, including driver-based operating models and three-statement mechanics, while effectively translating complex analyses into clear narratives for executive and investor audiences. Possesses hands-on fluency with AI tools for analysis and workflow automation, alongside a solid understanding of accounting concepts and GAAP.

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 ModelingDriver-Based Operating ModelsThree-Statement MechanicsScenario AnalysisSensitivity AnalysisUnit EconomicsCAC AnalysisLTV AnalysisContribution Margin AnalysisVariance Analysis
Soft Skills
Narrative DevelopmentCommunication SkillsAnalytical ThinkingCollaboration
Tools & Technologies
AI ToolsNetSuiteRampPlanning Tools
Certifications & Qualifications
CFA Certification
Industry Keywords
FinanceAccountingEconomicsInsuranceInsurtechFintechMarketplaceCorporate DevelopmentVendor NegotiationProcurement

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 results against plan and prior periods and assess forecast implications
  • Write executive narratives for the CFO, founders, board, and investors
  • Lead monthly business reviews with functional leaders
  • Support evaluation, selection, and rollout 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 live results with underwriting cases and monitor CAC, payback, retention, LTV, 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 spending 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 translating complex analysis into a clear narrative for executive or investor audiences
  • Hands-on fluency with AI tools for analysis, research, and workflow automation
  • Startup or high-growth experience strongly preferred
  • Insurance, insurtech, fintech, or marketplace experience nice to have
  • CFA certification nice to have
  • Vendor negotiation or procurement exposure nice to have
  • Finance tech stack experience, including NetSuite, Ramp, and planning tools, nice to have
  • Must currently reside in an eligible U.S. state or Ontario, Canada
  • Must be legally authorized 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 (U.S.)
  • RRSP plan with employer matching (Canada)
  • Wellness benefits
  • Remote work support
  • In-person and hybrid office options in Palo Alto, New York City, Chicago, and Toronto