Sr. Financial Analyst

Next Insurance•Palo Alto, CA

4h•$95,000 - $129,000•Hybrid

About The Position

ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you’ll find ERGO NEXT. Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in. We’re looking for a Senior Financial Analyst to for a team that will be the center of excellence for financial forecasting and financial modeling inside of NEXT. The team will develop and manage our P&L, balance sheet, and cash flow statement management to ensure we have an accurate and flexible company model to meet our evolving needs. The team will also manage company-level KPIs to ensure alignment with our financial goals This role includes optimizing financial models, partnership with accounting, and overseeing monthly reporting for timely, accurate delivery, and conducting analyses that drive key business decisions. You’ll provide critical insights and collaborate cross-functionally to support company initiatives. If you’re passionate about financial modeling and delivering impactful results, you’ll thrive here!

Requirements

BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
3+ years of FP&A experience with a track record of supporting financial forecasts
A strong understanding of all three financial statements (income statement, balance sheet, and cash flow) and associated drivers across all three statements. Ability to break down and solve complex problems with strong business acumen & data-driven techniques
Strong experience with building models in Adaptive Planning, Anaplan, Pigment, Hyperion, SAP, and/or other comparable modeling tools
Strong knowledge of US GAAP accounting, IFRS familiarity a plus
Experience with mentoring and developing team members in financial modeling
Excellent attention to detail and organizational skills, ability to multitask in a fast-paced environment with competing and shifting priorities
Ability to break down and solve complex problems with strong business acumen & data-driven techniques
Experience with building complex spreadsheets in Microsoft Excel or Google Sheets

Nice To Haves

Experience with SQL and data visualization tools (Looker, Tableau)
Experience with using Netsuite

Responsibilities

Maintain the company’s modeling including our P&L, balance sheet, and cash flow statement, ensuring alignment with financial and business objectives.
Develop, optimize, and manage financial models to forecast and monitor gross margin performance accurately.
Conduct ad hoc, in-depth analyses to uncover insights, address complex challenges, and support key business decisions.
Deliver comprehensive monthly variance analyses, identifying key drivers and trends, ensuring accurate, on-time delivery of all reports, including executive summaries and budget variance bridges.
Enhance model precision and forecasting capabilities, Using Workday Adaptive.
Partner with cross-functional teams to share actionable financial insights and strategic recommendations, supporting broader company initiatives.
Support the long-range and annual planning process including income statements, balance sheet, and cash flow.
Prepare commentary and presentation materials for executive-level discussions and the board.