Strategic Finance Manager, ERGO Next Insurance
AI & Forecasting
$117-158k
Office located in Palo Alto, CA
Online-based insurance broker for SMBs
Be an early applicant
Online-based insurance broker for SMBs
501-1000 employees
Be an early applicant
$117-158k
Office located in Palo Alto, CA
501-1000 employees
Company mission
To build a simplified digital insurance experience that better serves small businesses.
Role
Who you are
- BA/BS in finance, accounting, economics, or a quantitative discipline
- 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)
- Genuine enthusiasm for AI tools (e.g., LLM-based agents, AI-powered modeling/analysis platforms) and a track record of adopting or building workflows around them — prior hands-on use of tools like Claude, ChatGPT, or similar in a finance/analytics context strongly preferred
- 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
- 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
- Excellent attention to detail and organizational skills, with the ability to manage competing and shifting priorities in a fast-paced environment
- High degree of reliability and integrity, with sound judgment operating in a newly-defined, ambiguous role
- Strong interpersonal and communication skills, with the ability to bring both technical and non-technical stakeholders along on a change-management journey
What the job involves
- ERGO NEXT is building its Finance organization to be AI-native — starting with reinventing how we forecast the business from the ground up
- We're looking for a Strategic Finance Manager, AI & Forecasting to help lead this transformation: 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
- 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
- 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
- Drive long-range and annual planning process while building repeatable, AI-assisted modeling and reporting frameworks
- Spearhead strategic finance activities applying AI-driven analysis to accelerate diligence and scenario modeling
- Partner cross-functionally to define and automate KPI tracking, using AI to surface insights and recommendations faster than traditional analysis allows
- Prepare Board materials and executive presentations, incorporating AI-generated analysis and scenario modeling to sharpen the narrative
- Act as an internal champion and educator for AI adoption within Finance, documenting playbooks and mentoring team members as new tools and workflows are rolled out
Our take
ERGO Next Insurance, formerly Next Insurance, serves small businesses by making it much simpler to take out an insurance policy without the headache associated with many providers. To begin trading, any business needs to have some sort of insurance policy in place; traditional offerings can take weeks, often requiring tedious paperwork.
ERGO Next Insurance has opted to use AI, machine learning and transparent language to make the process much simpler, and it can take just five to ten minutes for customers to obtain a package that suits them.
While ERGO Next Insurance is facing established insurance companies such as Hiscox and State Farm, it's partnered with Amazon Business Prime to insure its members in a move to target traditionally underserved insurance customers. More recently, it partnered with LegalZoom, to simplify the insurance process. With nearly half a million customers, the company is well-set to remain a major player in the space.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Nov 2023
$265m
SERIES G
Mar 2021
$250m
SERIES E
Total funding: $1.1bn
Leadership
Guy Goldstein
(Co-Founder & CEO)After 7 years in the Israeli Air Force, they worked at Mercury Interactive for almost 8 years, as well as roles at HP and Check, which they co-founded in 2007. Left this role at Intuit in July 2015 to co-found Next Insurance 6 months later.
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