Strategic finance meets AI-driven forecasting. Next Insurance (ERGO NEXT) is hiring a Strategic Finance Manager, AI & Forecasting to redesign how topline revenue forecasting, planning, and reporting work across the business. This hybrid role in Palo Alto, CA reports to the Head of Revenue & Growth FP&A and focuses on replacing legacy, manual spreadsheet workflows with AI-native tools and agentic processes.
You will collaborate closely with Finance and Data Science to identify and implement AI/LLM-based solutions that improve speed, accuracy, and scalability. You will also help build repeatable long-range and annual planning frameworks, expand strategic finance analysis using AI to accelerate diligence and scenario modeling, and communicate results through board materials and executive presentations.
Responsibilities
- Lead the redesign of the topline revenue forecasting process using AI/LLM-based tools and workflows in place of legacy manual, spreadsheet-driven approaches
- Partner with Finance and Data Science to evaluate, implement, and scale AI tools and agentic workflows that strengthen forecasting and planning
- Drive long-range and annual planning by building repeatable, AI-assisted modeling and reporting frameworks
- Spearhead strategic finance activities that use AI-driven analysis to accelerate diligence and scenario modeling
- Cross-functionally define and automate KPI tracking, using AI to surface insights and recommendations faster than traditional analysis
- Prepare Board materials and executive presentations, incorporating AI-generated analysis and scenario modeling to strengthen the narrative
- Act as an internal champion for AI adoption in Finance by documenting playbooks and mentoring team members as new tools and workflows roll out
Requirements
- BA/BS in finance, accounting, economics, or a quantitative discipline
- 4–6 years of finance experience in a fast-paced environment with a demonstrated track record of success (investment banking, corporate development, or strategic finance experience is a plus)
- Genuine enthusiasm for AI tools, with experience adopting or building workflows around them; prior hands-on use of tools such as Claude, ChatGPT, or similar in a finance/analytics context is strongly preferred
- Ability to break down and solve complex, ambiguous problems using strong business acumen and data-driven techniques, including comfort redesigning processes
- Basic technical fluency (e.g., SQL, Python, or low-code/AI tooling) to prototype or evaluate AI-driven finance workflows is a plus
- Strong attention to detail and organizational skills, with the ability to manage competing and shifting priorities
- High reliability and integrity, with sound judgment in a newly defined, ambiguous role
- Strong interpersonal and communication skills to align technical and non-technical stakeholders through change
Technologies: AI/LLM-based tools, Claude, ChatGPT, SQL, Python
Compensation: USD 117,000 - 158,000 per year
Location & Work Setup
Palo Alto, CA (hybrid)
Fraudulent Recruiting Notice
Next Insurance has become aware of fraudulent recruiting attempts by people posing as representatives. These scams may include fake job postings or unsolicited emails/messages. Next Insurance does not ask for sensitive information via chat, text, or social media. Email communications will come only from @next-insurance.com or @nextinsurance.com. Next Insurance will never ask for payment, fees, or purchases. Apply via the careers page on the company website. Interviews are generally conducted via Zoom unless another accommodation is requested.
If you do not meet every requirement, the company encourages you to apply. Next Insurance is an equal opportunity employer and prioritizes a diverse and inclusive workplace.
