N
Next Insurance
Strategic Finance Manager (AI & Forecasting)
Skills
SQL QueriesPythonData ScienceData AnalysisAINo-code Applications
14 days ago
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Important information
Contract type:
Permanent
Salary:
$117,000 – $158,000 / year
Location:
Palo Alto, CA, USA
Work mode:
Onsite
Published on:
14 October 2026
What they need
- ERGO NEXT is building its Finance organization to be AI-native — starting with reinventing how we forecast the business from the ground up
- We’re looking for a Strategic Finance Manager, AI & Forecasting to help lead this transformation: someone with strong core strategic finance fundamentals who is equally excited to redesign forecasting, planning, and reporting workflows around AI/LLM-based tools rather than layering AI on top of legacy spreadsheet processes
- Reporting to the Head of Revenue & Growth FP&A, this is a high-visibility, high-impact role at the intersection of strategic finance and applied AI, with the mandate to define what “AI-native FP&A” looks like at ERGO NEXT
- Lead the redesign of the topline revenue forecasting process from the ground up, using AI/LLM-based tools and workflows in place of legacy manual, spreadsheet-driven approaches
- Partner with Finance and Data Science to identify, evaluate, and implement AI tools and agentic workflows that improve the speed, accuracy, and scalability of forecasting and planning
- Drive long-range and annual planning process while building repeatable, AI-assisted modeling and reporting frameworks
- Spearhead strategic finance activities applying AI-driven analysis to accelerate diligence and scenario modeling
- Partner cross-functionally to define and automate KPI tracking, using AI to surface insights and recommendations faster than traditional analysis allows
- Prepare Board materials and executive presentations, incorporating AI-generated analysis and scenario modeling to sharpen the narrative
- Act as an internal champion and educator for AI adoption within Finance, documenting playbooks and mentoring team members as new tools and workflows are rolled out- Genuine enthusiasm for AI tools (e.g., LLM-based agents, AI-powered modeling/analysis platforms) and a track record of adopting or building workflows around them — prior hands-on use of tools like Claude, ChatGPT, or similar in a finance/analytics context strongly preferred
- Basic technical fluency (e.g., SQL, Python, or low-code/AI tooling) sufficient to prototype or evaluate AI-driven finance workflows a plus, though not required
- High degree of reliability and integrity, with sound judgment operating in a newly-defined, ambiguous role
- 4–6 years of finance experience in a fast-paced environment with a track record of success (background in investment banking, corporate development, or strategic finance a plus)
- BA/BS in finance, accounting, economics, or a quantitative discipline
- Strong interpersonal and communication skills, with the ability to bring both technical and non-technical stakeholders along on a change-management journey
- Ability to break down and solve complex, ambiguous problems with strong business acumen and data-driven techniques, including comfort redesigning a process rather than just operating an existing one
- Excellent attention to detail and organizational skills, with the ability to manage competing and shifting priorities in a fast-paced environment
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