Strategic Finance Manager: Growth & Forecasting (Remote)

Jerry; Houston (TX); À distance; USD 150 000 - 185 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k) with employer matching

Paid time off

Parental leave

Wellness benefits

Résumé du poste

Jerry.ai is expanding into new markets and seeking a Strategic Finance Manager to own the operating model, planning cadence, and spend discipline. You will partner with leaders across the company and work closely with the CFO and founders to drive analytical rigor and strategic finance decisions.

You’ll own the annual budget, monthly/quarterly forecast cycles, executive narratives, and ongoing business reviews, while evaluating new opportunities and planning systems to scale the organization.

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.

Responsabilités

• Own the driver-based operating model for the base business and expand it as new insurance products and business lines launch.
• 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: explain movements against plan and prior period, and what it means for the forecast.
• Write the executive narrative translating financial results into clear business insights for the CFO, founders, board, and investors.
• Lead monthly business reviews: collaborate with functional leaders and translate numbers into actionable business decisions.
• Support the team in evaluating and implementing a planning system: assess 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: compare actual economics to what was underwritten and carry lessons to future decisions.
• Support corporate development: diligence, modeling, and transaction analysis as needed.
• Frame build, buy or partner decisions: refine frameworks to compare options and returns.

Connaissances

Financial Modeling

Strategic Finance

FP&A

GAAP

Formation

Bachelor's degree in Finance

Outils

NetSuite

Ramp

Planning Tools

Description du poste

Jerry.ai is expanding into new markets and seeking a Strategic Finance Manager to own the operating model, planning cadence, and spend discipline. You will partner with leaders across the company and work closely with the CFO and founders to drive analytical rigor and strategic finance decisions.

You’ll own the annual budget, monthly/quarterly forecast cycles, executive narratives, and ongoing business reviews, while evaluating new opportunities and planning systems to scale the organization.