EY Finance Technology consultant designing and delivering EPM solutions for budgeting, consolidation, reporting, and performance management. Advising CFOs and transforming enterprise finance processes.
About the role
- Strategic Finance Manager owning forecasting, planning, and investment analysis for Jerry.ai’s AI-powered platform managing cars, homes, and other physical assets. Supporting growth decisions across insurance and adjacent markets.
Responsibilities
- 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 changes 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 and translate analysis 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 assumptions 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, build business cases, support term negotiations, and provide budget owners with financial visibility
- Report to the VP of Finance and work closely with the CFO, founders, and functional leaders
Requirements
- 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
- Must currently reside in Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Jersey, Nevada, New York, Oregon, Tennessee, Texas, Utah, Virginia, or Ontario, Canada
- CFA certification, vendor negotiation or procurement exposure, finance tech stack experience, and insurance/insurtech/fintech/marketplace experience are nice to have
- Full-time salaried employment eligibility and authorization to work in the U.S. or Canada
Benefits
- Equity opportunities or stock options
- Health coverage
- Dental coverage
- Vision coverage
- Paid time off
- Paid parental leave
- 401(k) plan with employer matching for U.S. employees
- RRSP plan with employer matching for Canadian employees
- Wellness benefits
- Remote work support for most roles
- Offices available in Palo Alto, New York City, Chicago, and Toronto for in-person or hybrid work
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