Corporate Finance Manager, Next Insurance
$117-158k
3+ days a week in office (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
3+ days a week in office (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 (Masters is a plus)
- 5+ 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
- If you’re skilled in financial modeling, presentation creation, and excited about leveraging technology to drive forecasts, you’ll thrive here!
- Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. 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. You may be just the right candidate for this or other roles
What the job involves
- 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
- 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
- Assist in due diligence, fundraising, and other strategic finance initiatives as needed
Our take
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.
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 Next Insurance is facing established insurance companies such as Hiscox and State Farm, its partnership with Amazon Business Prime to insure its members in a move to target traditionally underserved insurance customers and more recently with LegalZoom, to simplify the insurance process, as well as its nearly half a million customers has the company well set to remain 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
Company HQ
Palo Alto, CA
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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