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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 10/20/2026full-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, including driver-based operating models and three-statement mechanics, while effectively translating complex financial analysis into clear narratives for executive and investor audiences. Proven ability to manage budgeting, forecasting, and variance analysis in a high-growth environment.

Highest-signal resume keywords
Financial ModelingBudgeting And ForecastingGAAP KnowledgeStartup ExperienceCFA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingVariance AnalysisDriver-Based Operating ModelsThree-Statement MechanicsScenario AnalysisSensitivity AnalysisUnit EconomicsCapital Commitment EvaluationMarket SizingCohort Retention Analysis
Soft Skills
Narrative DevelopmentCross-Functional LeadershipNegotiation Skills
Tools & Technologies
AI ToolsFinance Tech Stack
Certifications & Qualifications
CFA Certification
Industry Keywords
Strategic FinanceCorporate DevelopmentFP&AInvestment BankingPrivate EquityConsumer BusinessMarketplace Business

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
  • Write executive financial narratives for the CFO, founders, board, and investors
  • Lead monthly business reviews with functional leaders
  • Support evaluation and implementation 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 actual economics with underwriting assumptions and monitor CAC, payback, policy retention, lifetime value, and contribution margin
  • Support corporate development through diligence, modeling, capital markets, investor workstreams, and transaction analysis
  • Frame build, buy, or partner decisions
  • Underwrite vendor spend, support 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 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
  • 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
  • CFA certification, vendor negotiation or procurement exposure, and finance tech stack experience are nice to have

Benefits

Comp & perks
  • Equity opportunities / 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