Qualifications
Key Responsibilities:
Lead and oversee financial projects from inception through execution.
Develop, maintain, and refine intricate financial and forecasting models to facilitate strategic decision-making.
Create and deliver executive-level presentation materials, including board presentations, financial analyses, and visual data representations that effectively communicate financial insights.
Conduct financial data analysis and identify trends to provide actionable recommendations to senior leadership.
Collaborate with various departments to ensure alignment on financial objectives and project deliverables.
Utilize forecasting and planning tools to enhance predictive accuracy and support company-wide financial strategies.
Assist in the annual financial planning and long-term strategic planning processes, including income statement, balance sheet, and cash flow modeling.
Provide support for due diligence processes, fundraising, and other strategic finance initiatives as needed.
Qualifications:
Bachelor's degree in finance, accounting, economics, or a related quantitative field (a Master's degree is a plus).
5+ years of experience in financial planning and analysis (FP&A), corporate finance, or a similar field, ideally within a SaaS or tech-focused environment.
Demonstrated ability to independently manage projects and produce results in a fast-paced setting.
Expertise in presentation design and the art of storytelling for executive audiences.
Strong analytical skills and a solid understanding of financial principles.
About the job
Location: Palo Alto, CA (Hybrid)
At ERGO NEXT, we are on a mission to empower entrepreneurs by offering innovative, technology-driven small business insurance solutions. As a full-stack provider in the industry, we are dedicated to transforming the customer experience across the entire value chain.
Since our inception in 2016, we have successfully assisted hundreds of thousands of small business owners throughout the United States in obtaining quick, customized, and affordable coverage. Backed by leaders in both the insurance and technology sectors, we are poised for further growth, and we need your expertise to help us achieve our goals.
We are seeking a talented Corporate Finance Manager to become an integral part of our dynamic finance team. In this role, you will take charge of financial projects, develop and maintain sophisticated financial models, and create impactful presentation materials for our executive and board-level stakeholders. If you excel at financial modeling, crafting presentations, and leveraging technology to enhance forecasts, this is the perfect opportunity for you!
About ERGO NEXT
ERGO NEXT is a pioneering force in the small business insurance landscape, committed to empowering entrepreneurs through innovative technology and exceptional service. Our comprehensive approach ensures that we meet the unique insurance needs of small businesses across the United States.
