FP&A Manager, Next Insurance
$141-180k
+ Equity incentive program
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
$141-180k
+ Equity incentive program
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. MBA is a plus
- 5+ years of finance experience with a track record of managing financial forecasts and leading strategic initiatives; experience in a growth-stage SaaS or tech company is highly preferred
- Expertise in building and managing complex financial models including multi-year financial plans and automating financial processes
- Demonstrated experience managing Operating Expenses (OPEX), including budgeting, forecasting, variance analysis, and identifying cost-saving opportunities to drive operational efficiency, with the ability to connect financial data to strategic decisions
- Proven ability to lead cross-functional initiatives, influence decisions, and deliver results in a fast-paced environment with competing priorities
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to executive and non-financial stakeholders
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities
- Experience with financial planning tools such as Adaptive Planning is a strong plus
- Experience leading the implementation of financial systems and automation tools
- Proven ability to deliver financial insights that shape corporate strategy and long-term planning
- Experience with SaaS and recurring revenue business models and financial metrics
What the job involves
- Serve as a strategic financial partner to department leaders, aligning financial goals with broader business objectives and delivering actionable recommendations to drive growth and profitability
- Lead the creation, management, and automation of complex financial models, including multi-scenario projections, what-if analyses, and long-term strategic plans
- Oversee and improve the company-wide forecasting processes (monthly, quarterly, and annual) to ensure alignment with corporate financial targets and responsiveness to market trends
- Design, implement, and enhance financial systems and tools (e.g., Adaptive Planning) to streamline budgeting and forecasting processes, ensuring operational efficiency
- Lead financial analysis for strategic business challenges, including profitability improvement initiatives while providing clear & actionable insights
- Prepare and present executive-level reports and materials, including financial updates for the Board of Directors, delivering insights that shape long-term company strategy
- Drive cross-functional projects, such as strategic cost-saving programs, ensuring objectives are met and aligned with company priorities
- Anticipate financial risks and opportunities, developing and implementing plans to mitigate challenges or capitalize on opportunities to achieve financial targets
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, 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
Few candidates hear
back within 2 weeks
-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 benefits
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k)
- Paid maternity leave
- Paid paternity leave
Company HQ
Palo Alto, CA
Articles
Leadership
Alon Huri
(Co-founder)They spent 4 years as a System Architect before Software roles at Mercury, HP, and Check. They co-founded Next Insurance in March 2016 with Guy and Nissim.
Guy Goldstein
(CEO & Co-founder)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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