Strategic Finance & Planning Manager

Jerry; Houston (TX); On-site; USD 140,000 - 180,000; Full time

Job summary

Jerry.ai in Houston, TX is seeking a Strategic Finance Manager to own the operating model, budgeting cadence, and planning cycle. You will partner with leaders across the company and work closely with the CFO and founders to ensure decisions are backed by the numbers.

In this role you'll run annual budgets and long-range plans, manage monthly and quarterly forecasts, write executive narratives, lead business reviews, and evaluate planning systems as we scale new products and lines.

Qualifications

• Strong financial modeling and scenario analysis skills.
• Experience partnering with senior leadership.
• Ability to translate numbers into actionable business insights.
• Proven track record delivering on planning cycles under tight deadlines.

Responsibilities

• Own the operating model and planning cadence for base business and new products.
• Run annual budget and long-range planning end-to-end with input from stakeholders.
• Manage monthly/ quarterly forecasts and variance analysis.
• Write executive narratives for CFO, founders, and board.

Skills

Financial modeling

Stakeholder management

Analytical thinking

Strategic thinking

Education

Bachelor's or Master’s in Finance/Accounting

Tools

Excel

SQL

ERP/Planning tools

Job description

Jerry.ai in Houston, TX is seeking a Strategic Finance Manager to own the operating model, budgeting cadence, and planning cycle. You will partner with leaders across the company and work closely with the CFO and founders to ensure decisions are backed by the numbers.

In this role you'll run annual budgets and long-range plans, manage monthly and quarterly forecasts, write executive narratives, lead business reviews, and evaluate planning systems as we scale new products and lines.