Manager, Strategic Finance

Overview

The organization is hiring a Strategic Finance Manager reporting to the VP of Finance. This role builds the analysis and frameworks used to make capital allocation decisions across new markets and product lines. You will own the operating model and planning cycle, partner with functional leaders across the organization, and work closely with the CFO and founders.

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 are launched.
  • Run the annual budget and long-range planning process end to end, including cadence, assumptions, stakeholder inputs, and the consolidated plan committed to by the executive team.
  • Own the monthly and quarterly forecast cycle and variance analysis, explaining what moved against plan and prior period after Accounting closes the books, why it moved, and what it means for the forecast.
• Create executive-ready financial insights
  • Write the executive narrative translating financial results into clear business insights for the CFO, founders, the board, and investors at a standard that holds up to external diligence.
  • Lead monthly business reviews with functional leaders to turn the numbers into business decisions.
• Support planning systems and decision-making frameworks
  • Assess options for a planning system, make recommendations, and own rollout.
  • Build the financial case for new opportunities, including products, verticals, channels, and partnerships.
• Model and evaluate new opportunities
  • Build financial models for new product lines, verticals, channels, or partnerships: size the market, model the economics, and evaluate capital commitment and return profile.
  • Compare actual results to the underwriting case once initiatives are live and carry learnings into future decisions.
  • Monitor product and channel economics, including CAC and payback, policy retention and lifetime value, contribution margin, and other related unit economics.
  • Support corporate development workstreams through diligence, modeling, and transaction analysis as needed.
  • Help refine frameworks used for build, buy, or partner decisions and return profile comparisons.
• Corporate spend underwriting
  • Build business cases before committing to vendor spend, support negotiation on terms, and provide budget owners visibility to manage their own numbers.

Requirements

• Experience
  • 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.
• Education
  • Bachelor’s degree in finance, accounting, economics, or a similarly quantitative field.
• Skills
  • Strong financial modeling skills, including:
    • driver-based operating models
    • three-statement mechanics
    • scenario and sensitivity analysis
    • 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
  • Demonstrated ability to translate complex analysis into clear narrative for executive or 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.
• Base salary 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, among others
• Equity opportunities may also be part of total rewards.
• Part-time, contract, or freelance roles may not be eligible for certain benefits.

Location

This role is available for full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and for full-time hourly employees who currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA. Applications from candidates residing elsewhere cannot be accepted at this time.

Equal Employment Opportunity

The employer is an Equal Employment Opportunity employer and prohibits discrimination based on protected characteristics under applicable local, state, or federal laws.

Accommodations

The employer is committed to providing reasonable accommodations for individuals with disabilities in the job application process. If you need assistance or an accommodation due to a disability, request support through the application process.