Corporate Finance Manager

ERGO NEXT Group INTERNAL•Palo Alto, CA

20h•Hybrid

About The Position

ERGO NEXT is seeking a finance professional to independently manage financial projects, develop and maintain complex financial models, and prepare high-impact materials for executive and board-level audiences. The role supports strategic decision-making through financial analysis, forecasting, and communication of insights, and collaborates across the company on financial goals and deliverables. It also supports long-range and annual planning, including income statement, balance sheet, and cash flow modeling, as well as due diligence, fundraising, and other strategic finance initiatives. The posting describes the role as a Senior Financial Analyst, although the listed job title is Corporate Finance Manager. The position is based in Palo Alto, California, with a hybrid work arrangement.

Requirements

Bachelor's degree in finance, accounting, economics, or a quantitative discipline.
At least 5 years of experience in FP&A, corporate finance, or a related field.
Proven ability to independently manage projects and deliver results in a fast-paced environment.
Advanced presentation design and storytelling skills for executive audiences.
Strong financial modeling and analysis skills, with a deep understanding of all three financial statements.
Experience with forecasting tools such as Adaptive Planning or Anaplan and data visualization platforms such as Tableau or Looker.
Technological savvy and ability to quickly learn new tools and systems.
Strong communication and interpersonal skills and a team-oriented mindset.

Nice To Haves

Master's degree.
Experience in a SaaS or technology-driven company.

Responsibilities

Lead and manage financial projects independently from planning through 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 communicate financial insights.
Analyze financial data and trends and provide actionable insights to senior leadership.
Collaborate cross-functionally to align on financial goals and deliverables.
Use forecasting and planning tools to support company-wide financial initiatives and improve predictive accuracy.
Support long-range and annual financial planning, including income statement, balance sheet, and cash flow modeling.
Assist with due diligence, fundraising, and other strategic finance initiatives as needed.