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Jerry

Strategic 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 10/12/2026full-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 financial analysis into clear narratives for executive and investor audiences. Possesses hands-on experience with AI tools for analysis and a solid understanding of unit economics in high-growth environments.

Highest-signal resume keywords
Financial ModelingGAAP KnowledgeUnit Economics AnalysisExecutive CommunicationAI Tools Fluency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingDriver-Based Operating ModelsThree-Statement MechanicsScenario AnalysisSensitivity AnalysisVariance AnalysisMarket SizingCapital Commitment EvaluationCohort Retention AnalysisContribution Margin Monitoring
Soft Skills
Analytical ThinkingNarrative DevelopmentStakeholder EngagementDecision-Making
Tools & Technologies
NetSuiteRampPlanning ToolsAI Tools
Certifications & Qualifications
CFA Certification
Industry Keywords
InsuranceInsurtechFintechMarketplaceCorporate DevelopmentInvestment BankingFP&AStartup ExperienceHigh-Growth Company

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, including cadence, assumptions, stakeholder inputs, and the consolidated executive plan
  • Own monthly and quarterly forecasting and variance analysis
  • Explain movements against plan and prior period and their implications for the forecast
  • Translate financial results into executive narratives for the CFO, founders, board, and investors
  • Lead monthly business reviews with functional leaders and turn analysis into business decisions
  • Evaluate and implement a planning system, including assessing options, recommending a solution, and owning rollout
  • 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 incorporate 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 and compare return profiles
  • Underwrite vendor spend, build business cases, support term negotiations, and give budget owners visibility into their numbers

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
  • 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, or planning tools, nice to have
  • 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

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 in the U.S.
  • RRSP plan with employer matching in Canada
  • Wellness benefits
  • Remote-first work arrangement
  • In-person or hybrid office options
  • Reasonable accommodations for individuals with disabilities