Next Insurance
Strategic Finance Manger, AI & Forecasting
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
$12,542 more — $129,542 — moves this role to Level II and 2 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 $129,542 would place this position at wage Level II. 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.
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About the role
- Reporting to the Head of Revenue & Growth FP&A, this is a high-visibility, high-impact role at the intersection of strategic finance and applied AI, with the mandate to define what "AI-native FP&A" looks like at ERGO NEXT.
- someone with strong core strategic finance fundamentals who is equally excited to redesign forecasting, planning, and reporting workflows around AI/LLM-based tools rather than layering AI on top of legacy spreadsheet processes.
- Spearhead strategic finance activities applying AI-driven analysis to accelerate diligence and scenario modeling
Responsibilities
- Lead the redesign of the topline revenue forecasting process from the ground up, using AI/LLM-based tools and workflows in place of legacy manual, spreadsheet-driven approaches
- Partner with Finance and Data Science to identify, evaluate, and implement AI tools and agentic workflows that improve the speed, accuracy, and scalability of forecasting and planning
- Partner cross-functionally to define and automate KPI tracking, using AI to surface insights and recommendations faster than traditional analysis allows
- Excellent attention to detail and organizational skills, with the ability to manage competing and shifting priorities in a fast-paced environment
- 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
- High degree of reliability and integrity, with sound judgment operating in a newly-defined, ambiguous role
- Ability to break down and solve complex, ambiguous problems with strong business acumen and data-driven techniques, including comfort redesigning a process rather than just operating an existing one
- Strong interpersonal and communication skills, with the ability to bring both technical and non-technical stakeholders along on a change-management journey
- 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
- 4-6 years of finance experience in a fast-paced environment with a track record of success (background in investment banking, corporate development, or strategic finance a plus)
- Basic technical fluency (e.g., SQL, Python, or low-code/AI tooling) sufficient to prototype or evaluate AI-driven finance workflows a plus, though not required
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.
- $117,000 - $158,000 USD
- Drive long-range and annual planning process while building repeatable, AI-assisted modeling and reporting frameworks
- 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
- ERGO NEXT's mission is to help entrepreneurs thrive.
- We're doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.
- Simply put, wherever you find small businesses, you'll find ERGO NEXT.
- Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage.
- We're backed by industry leaders in insurance and tech, and we still have room to grow - that's where you come in.
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.