Manager, Strategic Finance

Overview

This role is responsible for building and owning the operating model and planning/forecast cycles that support strategic capital allocation decisions. You will partner with functional leaders across the organization, and work closely with the CFO and founders to translate financial results into executive-ready insights.

Responsibilities

Own the operating model and forecast cycle

• 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, including cadence, assumptions, stakeholder inputs, and the consolidated plan the executive team commits to.
• Own the monthly and quarterly forecast cycle and variance analysis; after 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 that translates financial results into clear business insights for the CFO, founders, board, and investors, at a standard that survives external diligence.
• Lead monthly business reviews, partnering with functional leaders to turn what the numbers show into the business decisions that need to be made.
• Support evaluation and implementation of a planning system by assessing options, making recommendations, and owning rollout.

Build the financial case for new opportunities

• Build the financial model for new product, vertical, channel, or partnership opportunities, including market sizing, economics, evaluation of capital commitment, and return profile.
• Read results back against the underwriting thesis by comparing actual economics to what was underwritten and carrying lessons into the next decision.
• Monitor product and channel economics including CAC and payback, policy retention and lifetime value, contribution margin, etc.
• Support corporate development as needed through diligence, modeling, and transaction analysis.
• Frame build, buy, or partner decisions by helping refine the frameworks used to compare options and their return profile.

Underwrite vendor spend

• Build business cases before commitments are made.
• Support negotiation on terms and provide budget owners visibility to manage their own numbers.

Requirements

• 4+ years of relevant experience, ideally combining:
  • 2+ years at a reputable investment bank, corporate development group, or private equity firm, and
  • 2+ years in strategic finance or FP&A at a high-growth company.
• Bachelor’s degree in finance, accounting, economics, or a similarly quantitative field.
• Strong financial modeling skills, including:
  • driver-based operating models
  • three-statement mechanics
  • scenario and sensitivity analysis
  • working knowledge of accounting concepts and GAAP
• Experience with unit economics in a consumer or marketplace business, including CAC, LTV, payback, cohort retention, and contribution margin.
• Track record of translating complex analysis into clear narratives for executive and investor audiences.
• 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.

Preferred Qualifications

• Insurance, insurtech, fintech, or marketplace experience
• CFA certification
• Vendor negotiation or procurement exposure
• Finance tech stack experience (NetSuite, Ramp, planning tools)

Compensation & Benefits

• Starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including skills, experience, qualifications, work location, and market conditions.
• In addition to base salary, compensation may include opportunities for equity grants.
• Comprehensive benefits package for regular employees, including:
  • health, dental, and vision coverage
  • paid time off
  • paid parental leave
  • 401(K) plan with employer matching
  • wellness benefits
• Equity opportunities may also be part of the total rewards package.
• Part-time, contract, or freelance roles may not be eligible for certain benefits.

Location

Full-time salaried employees must currently reside in: AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada.

Full-time hourly employees must currently reside in: AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA.

Remote work is supported for most roles. Offices are available in Palo Alto, New York City, Chicago, and Toronto.