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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 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, alongside experience in high-growth environments.

Highest-signal resume keywords
Financial ModelingDriver-Based Operating ModelsExecutive Narrative WritingStartup ExperienceCFA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingVariance AnalysisScenario AnalysisSensitivity AnalysisAccounting ConceptsGAAPUnit EconomicsMarket SizingCapital CommitmentsContribution Margin
Soft Skills
Analytical ThinkingCommunication SkillsLeadershipDecision-Making
Tools & Technologies
NetSuiteRampPlanning ToolsAI Tools
Certifications & Qualifications
CFA Certification
Industry Keywords
InsuranceInsurtechFintechMarketplaceCorporate DevelopmentInvestment 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 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 and translate results 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 cases 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, 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, plus 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 clear narratives 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 plus
  • CFA certification is a plus
  • Vendor negotiation or procurement exposure is a plus
  • Finance tech stack experience, including NetSuite, Ramp, and planning tools, is a plus
  • 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 (U.S.)
  • RRSP plan with employer matching (Canada)
  • Wellness benefits
  • Remote work support for most roles