Strategic Finance Manager

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

Posted 9/26/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $150,000 - $225,000 per yearWebsite

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 financial movements 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
Evaluate and implement a planning system, including recommendation and 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 carry 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 provide budget visibility
Report to the VP of Finance and work closely with the CFO, founders, and functional leaders

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
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
CFA certification, vendor negotiation or procurement exposure, and finance tech stack experience are 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

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-first work arrangement
Optional in-person or hybrid work at offices in Palo Alto, New York City, Chicago, and Toronto