Finance Manager

Jerry.ai; Charlotte (NC); Híbrido; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision coverage

Paid time off

Paid parental leave

401(K) plan with employer matching

Wellness benefits

Equity opportunities may be part of TC

Descripción de la vacante

Jerry.ai is building the AI-powered advisor to manage all your physical assets, with a growing footprint in insurance and adjacent verticals. We seek a Strategic Finance Manager who will own the driver-based operating model, lead planning cycles, and partner with leadership to drive data-backed decision making.

You’ll report to the VP of Finance and influence the CFO and founders. You’ll own the monthly/quarterly forecast, run variance analyses, and craft executive narratives that withstand

Formación

• Bachelor’s degree in finance, accounting, economics, or a similar quantitative field.
• Strong financial modeling and driver-based operating models.
• Experience with unit economics (CAC, LTV, payback, retention, contribution margin).
• Ability to translate complex analysis into clear executive narratives.
• Startup or high-growth experience; ability to build processes from scratch.
• Hands-on fluency with AI tools for analysis and workflow automation.
• Nice to have: insurance/insurtech/fintech marketplace experience; CFA certification.
• Experience with vendor negotiation or procurement; finance tech stack familiarity.

Responsabilidades

• Own the operating model and forecast cycle; expand for new products.
• Run annual budget and long-range planning end-to-end.
• Own monthly/quarterly forecast cycle and variance analysis.
• Write executive narrative translating results for CFO, founders, board, investors.
• Lead monthly business reviews with functional leaders.
• Support planning system selection, recommendation, and rollout.
• Build financial case for new opportunities and partnerships.
• Monitor economics: CAC, LTV, payback, retention, margins.
• Support corporate development and diligence as needed.
• Frame build/buy/partner decisions and negotiate vendor terms.

Conocimientos

Financial modeling

Unit economics

Startup/High-growth experience

AI tools for analysis

Executive storytelling

Investment banking / corporate finance

Vendor negotiation exposure

Finance tech stack

Educación

Bachelor’s degree in finance or economics

Herramientas

NetSuite

Ramp

Planning tools

Descripción del empleo

Why We Exist

Your car and your home are your most important assets, yet the experience of owning them is stuck in the 90s. Every part of the journey - buy/sell, insurance, maintenance, repairs - is fragmented, complicated, and expensive.Jerry.ai is building the first app to manage it all. We started with car insurance in 2019, became one of the top 3 brokers in the U.S., then added driving insights, diagnostics, and a repair marketplace.We’ve reached 5M+ customers, raised $240M+, and scaled revenue 70X. We’re now expanding into adjacent verticals (e.g. home, motorcycle, RV, etc) to become the one-stop-shop for all your physical assets.

Why We’re Hiring

Jerry is expanding into several new markets at the same time. Capital allocation is now one of the most consequential decisions we make: each dollar committed to a new product line, a marketing channel, or a headcount is a dollar not available elsewhere.We are hiring a Strategic Finance Manager, reporting to our VP of Finance, to build the analysis those decisions rest on. You will own the operating model and the planning cycle, partner with functional leaders across the company, and work closely with the CFO and the founders.

What You’ll Own

The operating core is the model, the planning cadence, and the spend discipline the company runs on. Alongside it, you are the analytical partner on new opportunities - the products, verticals, channels and partnerships we are deciding whether to back. And over your first year or two, as our newer products scale and the audience for our numbers widens beyond the people who already know the business, the reporting itself has to reach a standard that holds up to outside diligence.

• Own the operating model and forecast cycle: Own Jerry’s driver-based operating model for the base business and expand it as we launch new insurance products and business lines.
• Run the annual budget and long-range planning process end to end - cadence, assumptions, stakeholder inputs, and the consolidated plan the executive team commits to.
• Own the monthly and quarterly forecast cycle and variance analysis: Once Accounting closes the books, explain what moved against plan and prior period, why it moved, and what it means for the forecast.
• Write the executive narrative: Translate the financial results into clear business insights for the CFO, the founders, the board, and our investors, at a standard that survives external diligence.
• Lead monthly business reviews: Work with functional leaders and turn what the numbers show into the business decisions that need to be made.
• Support the team in evaluating and implementing a planning system: Assess the options, make the recommendation, and own the rollout.
• Build the financial case for new opportunities: Build the financial model for new product, vertical, channel or partnership: Size the market, model the economics, evaluate capital commitment and return profile.
• Read results back against the case: Once something is live, compare the actual economics to what we underwrote and carry the lesson into the next decision. Monitor product and channel economics including CAC and payback, policy retention and lifetime value, contribution margin etc.
• Support corporate development: Capital markets and investor workstreams through diligence, modeling, and transaction analysis as the need arises.
• Frame build, buy or partner decisions: help refine the frameworks we use to compare the options and the return profile of each.
• Underwrite vendor spend: Build the business case before a commitment is made, support negotiation on terms, and give budget owners the visibility to manage their own numbers.

Who You Are

• Accurate under deadline: Your numbers are right the first time, and they stay right when the deadline compresses. You check your own work before anyone else has to.
• Picks the right question: No one hands you the workstream. You decide which analysis will actually change a decision, and leave the rest alone.
• Direct communicator: You form a view, communicate it directly, and revise it when the evidence changes.
• Executive-ready output: What you produce can go in front of the founders or the board without a rewrite - clear, precise, and honest about what the numbers do and do not show.
• Owner: You take ownership of outcomes and are comfortable building process where none exists yet.

What You’ll Bring

• 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 have: Insurance, insurtech, fintech, or marketplace experience;
• CFA certification;
• vendor negotiation or procurement exposure;
• finance tech stack experience (NetSuite, Ramp, planning tools).

Note

Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and full-time hourly employees who currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA. Unfortunately, we cannot accept applications from candidates residing elsewhere at this time.

Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws.

Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at

The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants.

• health, dental, and vision coverage
• paid time off
• paid parental leave
• 401(K) plan with employer matching
• wellness benefits
• Equity opportunities may also be part of your total rewards package

Part‑time, contract, or freelance roles may not be eligible for certain benefits.

About Jerry.ai

Jerry is building the first AI‑powered advisor to manage all your physical assets.Your car, home, and motorcycle aren't just purchases, they're the physical embodiment of the life you've worked hard to build. Yet the experience of owning them is stuck in the 90s. Every step of the journey - buying, insuring, maintaining, repairing, selling - is fragmented, complicated, and expensive.Imagine having a trusted friend in your pocket who takes care of everything: they find you the right car or home at the right price, lock in the best insurance rate without you lifting a finger, remind you before that service appointment turns into an expensive repair, and help you sell at the best price when the time is right. That friend is Jerry.We started with car insurance in 2019, became one of the top 3 brokers in the U.S., then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, and achieved profitability in 2024. We're now expanding into home, motorcycle, RV, and beyond.Led by serial entrepreneurs and backed by Y Combinator, our team comprises talented and big-hearted leaders from places like Nvidia, Meta, Amazon, BCG, McKinsey, Bain, and GEICO. Our culture is the #1 reason people join Jerry and stay — we are a small and mighty team of competitive but kind people who think and act like owners, care deeply about the quality and impact of our work, and are relentless in our pursuit of learning and mastery over our craft.We are proud to consistently rank as one of Y Combinator's Top Companies, Forbes and Statista's Best Startup Employers, and to have received other accolades in fintech and insurtech innovation, workplace culture, and leadership.We support remote work for most roles, but if you prefer in-person or hybrid, we also have offices in Palo Alto, New York City, Chicago, and Toronto.