Next Insurance
Corporate Finance Manager
Palo Alto, CA · Mid · Full-time
Stay score
odds of building a lasting career here
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →H-1B wage level
the lottery is wage-weighted — each level is one more entry
$17,061 more — $157,061 — moves this role to Level III and 3 lottery entries. That figure is inside the range the employer already advertised.
Based on the DOL prevailing wage for this occupation and worksite, a base salary of $157,061 would place this position at wage Level III. That figure is within the posted range, and I'd like to target it. This role classifies under "Financial and Investment Analysts" for prevailing-wage purposes.
DOL prevailing wage, 2026-27 wage year · Financial and Investment Analysts (13-2051) · San Jose-Sunnyvale-Santa Clara, CA. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.
Employer immigration record
from this employer's Department of Labor filings
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
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About the role
- Simply put, wherever you find small businesses, you'll find ERGO NEXT.
- Note on Fraudulent Recruiting We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance.
- These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers.
Responsibilities
- Lead and manage financial projects independently from planning to execution.
- Build, maintain, and enhance complex financial and forecasting models to support strategic decision-making.
- Develop executive-level presentation materials, including board decks, financial commentary, and visualizations that clearly communicate financial insights.
- Collaborate cross-functionally to ensure alignment on financial goals and deliverables.
- Utilize forecasting and planning tools to support company-wide financial initiatives and enhance predictive accuracy.
- Proven ability to independently manage projects and deliver results in a fast-paced environment.
- Advanced skills in presentation design and storytelling for executive audiences.
- At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Requirements
- 4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company.
- Experience with forecasting tools (e.g., Adaptive Planning, Anaplan) and data visualization platforms (e.g., Tableau, Looker).
- If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information.
Nice to have
- BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus).
Compensation
- This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
- $140,000 - $170,000 USD
- Support long-range and annual financial planning processes including income statement, balance sheet, and cash flow modeling.
- ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.
- US annual base salary range for this full-time position:
Benefits
- Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training.
Company info
- Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage.
- We're looking for a Corporate Finance Manager to join our dynamic finance team.
Equal opportunity
- ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace.
- ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics.
This listing is sourced directly from Next Insurance's careers page and normalized into a canonical job model.