Sr. Manager, Corporate Finance

 Office location: Palo Alto, Ca (hybrid)

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 Sr. Manager, Corporate Finance to develop and lead a team that will be the center of excellence for financial forecasting and financial modeling inside of ERGO 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 managing and developing the team, 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!

What you’ll do:

• Lead a dedicated team responsible for driving the company’s modeling including our P&L, balance sheet, and cash flow statement, ensuring alignment with financial and business objectives.
• Manage, mentor, and develop team members, fostering a high-performance culture focused on accuracy, collaboration, on-time delivery, and continuous improvement.
• 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.

What we need: 

• BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus) 
• 7+ 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

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

The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.