Finance & Strategy Manager

Group 1001; Zionsville (IN); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company in the insurance sector is seeking a Finance & Strategy Manager to drive financial excellence and strategic growth. The role involves developing financial models, conducting analysis, and supporting the Chief Marketing Officer on finance initiatives. Candidates should have a strong finance background, excellent communication skills, and a collaborative mindset. This full-time position offers comprehensive benefits and opportunities for professional growth.

Benefits

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Wellness programs

401K plan with company matching

Qualifications

• 3+ years of finance experience with a proven high performance record.
• Collaborative, positive, service-oriented mindset.
• Ownership mentality and willingness to learn.

Responsibilities

• Drive financial excellence and strategic growth.
• Develop budgeting and forecasting models.
• Prepare financial analysis for executive presentations.

Skills

Budgeting

Forecasting

Modeling

Collaboration

Data Analysis

Education

Bachelor's Degree in Finance, Accounting, or related field

Job description

Join to apply for the Finance & Strategy Manager role at Group 1001.

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. The culture emphasizes collaboration, communication, core business focus, risk management, and striving for outcomes, reflecting how we hire and onboard our employees.

Company Overview:
Gainbridge, part of Group 1001, is a digital platform providing clients with access to trusted financial products to grow savings. It aims to be simple, intuitive, and backed by smart technology, enabling clients to take control of their financial future with accessible solutions.

Role Significance:
As a Finance & Strategy Manager, you will drive financial excellence and strategic growth, supporting the Chief Marketing Officer on finance initiatives, developing models, and translating insights into strategic decisions. You should thrive balancing financial discipline with creative problem-solving in a fast-growing environment.

Key Projects:

• Develop budgeting and forecasting models for distribution/marketing and fintech initiatives.
• Create financial cases for new initiatives and track ROI.
• Prepare financial analysis for executive presentations.
• Conduct scenario planning for resource allocation.
• Analyze performance metrics to identify growth and efficiency opportunities.

Required Background:

• 3+ years of finance experience with a proven high performance record.
• Bachelor's Degree in Finance, Accounting, or related field.
• Strong financial skills: budgeting, forecasting, modeling.
• Collaborative, positive, service-oriented mindset.
• Action-oriented, curious, with a focus on turning data into insights.
• Ownership mentality and willingness to learn.

Preferred Skills:

• Experience in financial planning within insurance, fintech, or financial services.
• Ability to connect technical expertise with business context.
• Knowledge of expense capitalization in high-growth settings.
• Excellent communication skills, translating complex concepts effectively.
• Leadership skills, effective collaboration, and communication.
• Experience leading finance projects in high-growth environments.
• Trustworthiness, discretion, and advanced financial analysis tools proficiency.

Benefits: Eligible employees working 30+ hours can access health, dental, vision, life insurance, disability, wellness programs, and a 401K plan with company matching.

Commitment to Diversity: We value and promote a supportive, inclusive work environment embracing individual differences, fostering dignity, respect, and understanding.

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales
• Industry: Insurance