Startups · AI

Strategic Finance Manager, AI & Forecasting

Next Insurance · Palo Alto, CA · On-site

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About Next Insurance

Protect your small business with ERGO NEXT Insurance. Fast quotes. Instant coverage with competitive rates. Totally tailored for 1,300+ professions. Backed by Battery.

About the role

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. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • 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
More about this role

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.

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...

Read the full posting on Next Insurance's site ↗

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