Strategic FP&A Manager for AI Insurtech Growth

Jerry.ai; Texas; Remote; USD 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision insurance

Paid time off

Parental leave

401(k) with employer matching

Wellness benefits

Equity opportunities

Zusammenfassung

Jerry.ai seeks a Strategic Finance Manager to own the driver-based operating model for the base business and extend it as new insurance products and lines launch. You will partner with the CFO, founders, and functional leads to build the planning cycle and the analytical backbone of strategic decisions.

You will translate results into clear insights for executives, lead monthly reviews, and build financial cases for opportunities, frames for make/buy/partner decisions, and budget visibility for

Qualifikationen

• 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.
• Insurance, insurtech, fintech, or marketplace experience; finance tech stack experience (NetSuite, Ramp, planning tools).

Aufgaben

• Own driver-based operating model for the base business and expand it as we launch new insurance products and business lines.
• After accounting closes, explain what moved against plan and prior period, why it moved, and what it means for the forecast.
• 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.
• Build the financial case for new opportunities.
• Build the financial model for new product, vertical, channel or partnership: Monitor product and channel economics including CAC and payback, policy retention and lifetime value, contribution margin etc.
• Frame build, buy or partner decisions: help refine the frameworks we use to compare the options and the return profile of each.
• Build the business case before a commitment is made, support negotiation on terms, and give budget owners the visibility to manage their own numbers.
• You decide which analysis will actually change a decision, and leave the rest alone.
• You take ownership of outcomes and are comfortable building process where none exists yet.

Kenntnisse

Financial modeling

GAAP knowledge

Unit economics

Storytelling

Startup experience

AI tools

Insurance/Fintech domain

NetSuite

Ramp

Planning tools

Ausbildung

Bachelor's degree in finance/accounting/economics or quantitative field

Tools

None

Jobbeschreibung

Jerry.ai seeks a Strategic Finance Manager to own the driver-based operating model for the base business and extend it as new insurance products and lines launch. You will partner with the CFO, founders, and functional leads to build the planning cycle and the analytical backbone of strategic decisions.

You will translate results into clear insights for executives, lead monthly reviews, and build financial cases for opportunities, frames for make/buy/partner decisions, and budget visibility for