Corporate Finance Manager

Job overview

The Corporate Finance Manager role is hybrid in Palo Alto, CA. Compensation is $117,000–$158,000 per year. ERGO NEXT's mission is to help entrepreneurs thrive by providing technology-led small-business insurance and improving the customer experience. The manager independently leads financial projects, builds forecasting and financial models, and translates financial results into materials for executives and board audiences. The role supports strategic decisions and company-wide planning through analysis, cross-functional coordination, and long-range and annual financial planning.

What you'll do

• Lead financial projects from planning through execution
• build, maintain, and enhance financial and forecasting models
• prepare executive and board presentations, financial commentary, and visualizations
• analyze financial data and trends for senior leadership
• collaborate across functions
• use forecasting and planning tools
• support long-range and annual planning, including income statement, balance sheet, and cash flow modeling.

What we're looking for

Skills & competencies

corporate finance manager

palo alto ca

hybrid

next insurance

ergo next

financial modeling

forecasting

fp&a

executive presentations

board materials

financial planning

$117,000–$158,000 per year

Work arrangement

• Weekend coverage required

Benefits & perks

• Partially subsidized medical plan, fully subsidized vision and dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave, and potential annual performance-based incentive eligibility.

Why this role

Requires a bachelor's degree in finance, accounting, economics, or a quantitative discipline and 4+ years of relevant experience. A master's degree is a plus. Experience with Adaptive Planning, Anaplan, Tableau, or Looker is noted.

About the employer

Next Insurance is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.