Strategic Finance Manager

About Our Client: The organization operates in the automotive and home asset management space, addressing the complexity and fragmentation experienced by owners of cars and homes. It offers an integrated application that started with car insurance and has expanded to driving insights, diagnostics, and a repair marketplace. With over 5 million customers and significant capital raised, the company is growing into adjacent markets such as home, motorcycle, and RV asset management to provide a comprehensive service platform.

About the role

The STRATEGIC FINANCE MANAGER role is critical in guiding capital allocation decisions that affect new product launches, marketing channels, and staffing. This position owns the operating financial model and planning cycle, partners with functional leaders, and provides analytical support to executive leadership. The role ensures financial discipline, evaluates new business opportunities, and helps shape strategic investments to drive growth and operational efficiency.

Responsibilities

• Own and expand the driver-based operating model and forecast cycles.
• Manage the annual budget and long-range planning process.
• Conduct monthly and quarterly forecast and variance analysis.
• Prepare executive narratives translating financial results into business insights.
• Lead monthly business reviews with functional leaders to inform decisions.
• Support evaluation and implementation of planning systems.
• Build financial models for new products, verticals, channels, and partnerships.
• Monitor and compare actual results with forecasts; analyze unit economics.
• Assist corporate development with diligence, modeling, and transaction analysis.
• Evaluate build, buy, or partner decisions through financial frameworks.
• Underwrite vendor spending including business case development and budget oversight.

Qualifications

• Minimum 4 years relevant experience including investment banking, corporate development, private equity, or strategic finance in high-growth environments.
• Bachelor’s degree in finance, accounting, economics, or related quantitative field.
• Strong financial modeling skills including driver-based models, scenario analysis, and GAAP knowledge.
• Experience with consumer or marketplace unit economics such as CAC, LTV, payback, retention, and contribution margin.
• Proven ability to communicate complex analyses clearly to executives and investors.
• Experience building financial processes in startup or high-growth settings.
• Proficiency with AI tools for analysis and workflow automation.

Skills

• Experience in insurance, insurtech, fintech, or marketplace sectors.
• CFA certification.
• Vendor negotiation or procurement experience.
• Familiarity with finance technology stacks such as NetSuite, Ramp, and planning tools.