N
Next Insurance
Corporate Finance Manager
Skills
LookerTableauData VisualizationFinancial Planning
12 days ago
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Important information
Contract type:
Permanent
Salary:
$117,000 – $180,000 / year
Location:
Palo Alto, CA, USA
Work mode:
Onsite
Published on:
15 October 2026
What they need
- We’re looking for a Corporate Finance Manager to join our dynamic finance team
- This individual will independently manage financial projects, build and maintain complex financial models, and play a key role in producing high-impact presentation materials for executive and board-level audiences
- Lead and manage financial projects independently from planning to 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 clearly communicate financial insights
- Analyze financial data and trends to provide actionable insights to senior leadership
- Collaborate cross-functionally to ensure alignment on financial goals and deliverables
- Utilize forecasting and planning tools to support company-wide financial initiatives and enhance predictive accuracy
- Support long-range and annual financial planning processes including income statement, balance sheet, and cash flow modeling- 4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company
- BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
- Proven ability to independently manage projects and deliver results in a fast-paced environment
- Strong communication and interpersonal skills, and a team-oriented mindset
- Technologically savvy with the ability to quickly grasp new tools and systems
- Strong command of financial modeling, analysis, and a deep understanding of all three financial statements
- Experience with forecasting tools (e.g., Adaptive Planning, Anaplan) and data visualization platforms (e.g., Tableau, Looker)
- Advanced skills in presentation design and storytelling for executive audiences
- If you’re skilled in financial modeling, presentation creation, and excited about leveraging technology to drive forecasts, you’ll thrive here!
- Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles
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