Strategic Finance Manager owning forecasting, operating models, and investment analysis for Jerry.ai’s AI-powered car, home, and asset-management platform. Partnering with executives on growth and capital allocation.
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
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
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
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