Finance & Strategy Manager

Gainbridge; Zionsville (IN); Remote; USD 85,000 - 110,000; Full time

Job summary

A leading company is seeking a Finance & Strategy Manager to drive financial excellence and strategic growth. This role involves developing budgeting models and financial analysis to support key initiatives, working closely with senior leaders. Ideal candidates will have strong financial acumen and a collaborative mindset.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401K Plan with Matching Contributions

Generous Paid Time Off

Remote Work Opportunities

Qualifications

• 3+ years of professional experience in finance.
• Ability to develop budgets, forecasts, and financial models.

Responsibilities

• Drive financial excellence and strategic growth.
• Support the Chief Marketing Officer on finance-focused initiatives.
• Conduct financial analysis to identify growth opportunities.

Skills

Financial Acumen

Collaboration

Problem Solving

Communication

Education

Bachelor's Degree in Finance, Accounting, or related

Tools

Financial Modeling

Job description

Finance & Strategy Manager page is loaded

Finance & Strategy Manager

Apply remote type Remote locations Zionsville, Indiana time type Full time posted on Posted 2 Days Ago job requisition id R25_0342

Group 1001is 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. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Company Overview:

Gainbridge, a part of the Group 1001 enterprise, is a self-managed, innovative, digital platform providing its clients with direct access to trusted financial products to smartly grow their savings over time. Gainbridge strives to offer products through its platform that are simple, intuitive, and backed by smart technology with no complexity or hidden fees. Gainbridge empowers clients to take control of the financial future with simple solutions that are accessible to everyone no matter their budget.

Why this role matters:

As a Finance & Strategy Manager at Group 1001, you will play a critical role in driving financial excellence and strategic growth as we evolve into a dominant, next-generation financial services company, serving millions of customers.

Working within the Strategy & Leverage team, you will be part of a cross-functional team that partners with senior leaders across the company. You will specifically support the Chief Marketing Officer of Group 1001 on finance-focused initiatives. This includes identifying financial opportunities, developing sophisticated budgeting and forecasting models, and helping to translate financial insights into strategic business decisions.

In this role, you will be the financial backbone of strategic initiatives. We're looking for people who thrive when balancing rigorous financial discipline with creative problem-solving in a fast-growing environment!

Examples of projects you'll own:

• Developing comprehensive budgeting and forecasting models for distribution/marketing initiatives, and a fast-growing fintech
• Building financial cases for new strategic initiatives and tracking ROI Creating frameworks for expense capitalization decisions for entrepreneurial projects
• Preparing financial analysis sections for the CMO's presentations to the board, regulators, and internal stakeholders
• Conducting scenario planning to optimize resource allocation across marketing channels
• Analyzing financial performance metrics to identify growth opportunities and efficiency improvements

We are seeking the following background:

• 3+ years of professional experience in finance and a track record of high performance
• Bachelor's Degree in Finance, Accounting, or related is required
• Strong financial acumen: ability to develop budgets, forecasts, and financial models that drive business decisions
• A collaborative and high-positivity operating style, with a strong service mentality
• An action-oriented & curious mindset with a strong focus on turning financial data into actionable strategic insights
• A bias toward extreme ownership
• A desire to be coached and an expectation that we can always get better

We think it might be especially helpful to have:

• Experience in financial planning and analysis within insurance, financial services, or fintech
• Ability to pair technical expertise with business context to make high quality decisions
• Knowledge of expense capitalization principles and practices in high-growth environments
• Outstanding executive-level written and verbal communication skills. You can translate complex financial concepts to non-finance stakeholders
• Strong people leadership skills, including proven ability to collaborate and communicate effectively with a diverse range of internal and external stakeholders
• Experience leading finance-focused projects in a high-growth environment
• Direct and transparent communication style
• High level of trustworthiness and discretion
• Advanced proficiency with financial modeling and analysis tools

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company’s Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-JT1 #LI-REMOTE

About Us

Group 1001 is a collective that empowers companies to create positive growth.

Everything we do is designed to help individuals and communities thrive. Our insurance and annuities make financial products easy to understand and accessible to all. Our online investing platform gives individuals control over their savings and their futures. Our technology and innovation help companies succeed. And our strategic partnerships bring people together through education and sports. Because we all have the power to grow better.

Overview of Benefit Plans and Programs

Group 1001 offers Benefit Plans and Programs which provide comprehensive coverage with a full range of plan choices.

HEALTH AND WELLNESS

• Medical, Dental, and Vision Insurance for Employees and Dependents
• Disability and Life Insurance Benefits
• Flexible Spending Account (FSA)
• Comprehensive Counseling and Financial/Legal Resource Program

WORK-LIFE BALANCE

• Generous Paid Time Off
• Paid Holidays
• Bereavement, Jury Duty, and Disability Leave
• Remote Work Opportunities Available for Some Roles
• Company Matching Gift Program for Community Volunteering and Donations

FINANCIAL WELLBEING

• Competitive Compensation

EXTRAS

• Fitness Centers (Certain locations)
• Locker-Rooms
• Wellness Program Reimbursement Incentive

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