Next Insurance

Next Insurance

Corporate Finance Manager

Palo Alto, CA · Full-time

Sponsorship not specified$117k-$180kDetected 15 days ago
Full-Stack DevelopmentData VisualizationFinancial ModelingAccountingForecastingFP&ACommunication

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.
  • $117,000 - $180,000 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.

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.