Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Strategic Finance Manager owning forecasts, operating models, and opportunity analysis at Jerry, an AI-powered advisor for car, home, and motorcycle ownership.
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 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
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
- 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
Benefits
- 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
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