Strategic Finance Manager - Growth & Forecasting (Remote)

Jerry; Austin (TX); Remote; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) matching

Paid time off

Parental leave

Equity opportunities

Wellness benefits

Job summary

Jerry.ai is seeking a Strategic Finance Manager to own the driver-based operating model and lead budgeting, planning, and forecasting. You will partner across the company to drive disciplined spend and clear, data-driven decisions.

You will build models for new products and partnerships, report to the CFO and founders, and guide the planning system rollout while translating results into investor-ready narratives.

Qualifications

• 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.

Responsibilities

• 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 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.
• 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.

Skills

Financial modeling

Driver-based models

GAAP knowledge

Scenario analysis

Executive communications

Education

Bachelor's degree in finance, accounting, economics

Tools

NetSuite

Ramp

Planning tools

Job description

Jerry.ai is seeking a Strategic Finance Manager to own the driver-based operating model and lead budgeting, planning, and forecasting. You will partner across the company to drive disciplined spend and clear, data-driven decisions.

You will build models for new products and partnerships, report to the CFO and founders, and guide the planning system rollout while translating results into investor-ready narratives.