Strategic Finance Manager

Jerry.ai

6d•$150,000 - $225,000•Remote

About The Position

Jerry is expanding into several new markets and is hiring a Strategic Finance Manager to build the analysis that capital allocation decisions will rest on. This role will own the operating model and the planning cycle, partner with functional leaders, and work closely with the CFO and founders. The position involves owning the operating model and forecast cycle, building the financial case for new opportunities, and underwriting vendor spend. The ideal candidate is accurate under deadline, picks the right questions, is a direct communicator, produces executive-ready output, and takes ownership.

Requirements

4+ years of relevant experience, ideally combining 2+ years at a reputable investment bank, corporate development group, or private equity firm with 2+ years in strategic finance or FP&A at a high-growth company.
A bachelor’s degree in finance, accounting, economics, or a similarly quantitative field.
Strong financial modeling skills: driver-based operating models, three-statement mechanics, scenario and sensitivity analysis, and a 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.
A track record of translating complex analysis into a clear narrative for an executive or investor audience.
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.

Nice To Haves

Insurance, insurtech, fintech, or marketplace experience
CFA certification
Vendor negotiation or procurement exposure
Finance tech stack experience (NetSuite, Ramp, planning tools)

Responsibilities

Own Jerry’s driver-based operating model for the base business and expand it as new insurance products and business lines are launched.
Run the annual budget and long-range planning process end to end, including cadence, assumptions, stakeholder inputs, and the consolidated plan.
Own the monthly and quarterly forecast cycle and variance analysis, explaining financial movements against plan and prior periods.
Translate financial results into clear business insights for the CFO, founders, board, and investors.
Lead monthly business reviews, working with functional leaders to translate numbers into business decisions.
Support the team in evaluating and implementing a planning system, including assessment, recommendation, and rollout.
Build the financial model for new products, verticals, channels, or partnerships, including market sizing, economic modeling, and capital commitment evaluation.
Compare actual results against the financial case for new opportunities and incorporate lessons learned.
Monitor product and channel economics, including CAC, payback, retention, lifetime value, and contribution margin.
Support corporate development through diligence, modeling, and transaction analysis for capital markets and investor workstreams.
Help refine frameworks for build, buy, or partner decisions.
Build the business case for vendor spend before commitment, support negotiation, and provide budget owners with visibility to manage their numbers.