Job description

Location: Palo Alto, CA (hybrid) 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. We’re looking for a Corporate Finance Manager to join our dynamic finance team. This individual will independently manage financial projects, build and maintain complex financial models, and play a key role in producing high-impact presentation materials for executive and board-level audiences. If you’re skilled in financial modeling, presentation creation, and excited about leveraging technology to drive forecasts, you’ll thrive here! What you’ll do: • 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. • Analyze financial data and trends to provide actionable insights to senior leadership. • 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. • Support long-range and annual financial planning processes including income statement, balance sheet, and cash flow modeling. • Develop executive-level presentation materials, including board decks, financial commentary, and visualizations that clearly communicate financial insights. What we need: • BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus). • 4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company. • Proven ability to independently manage projects and deliver results in a fast-paced environment. • Advanced skills in presentation design and storytelling for executive audiences. • Strong command of financial modeling, analysis, and a deep understanding of all three financial statements. • Experience with forecasting tools (e.g., Adaptive Planning, Anaplan) and data visualization platforms (e.g., Tableau, Looker). • Technologically savvy with the ability to quickly grasp new tools and systems. • Strong communication and interpersonal skills, and a team-oriented mindset. 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. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @ nextinsurance.com . Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. 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. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website ( consumer.ftc.gov ), or you can contact your local law enforcement agency.

Requirements

Must-haves

Location: Palo Alto, CA (hybrid)
Simply put, wherever you find small businesses, you’ll find ERGO NEXT.
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.
Analyze financial data and trends to provide actionable insights to senior leadership.
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.
Support long-range and annual financial planning processes including income statement, balance sheet, and cash flow modeling.
Develop executive-level presentation materials, including board decks, financial commentary, and visualizations that clearly communicate financial insights.
4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company.
Proven ability to independently manage projects and deliver results in a fast-paced environment.
Advanced skills in presentation design and storytelling for executive audiences.
Strong command of financial modeling, analysis, and a deep understanding of all three financial statements.
Experience with forecasting tools (e.g., Adaptive Planning, Anaplan) and data visualization platforms (e.g., Tableau, Looker).
Technologically savvy with the ability to quickly grasp new tools and systems.
Strong communication and interpersonal skills, and a team-oriented mindset.
Note on Fraudulent Recruiting

Nice-to-haves

BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus).

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: radancy
Effort: medium