Jobs · Sales · California

Corporate Finance Manager

ERGO NEXT Insurance · Palo Alto, CA · 2 wk ago
Sales$117k–$180k/yrFull-time

About the role

Join ERGO NEXT's dynamic finance team as a Corporate Finance Manager. This role involves managing financial projects, building complex financial models, and creating executive-level presentations.

Responsibilities

  • 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.

Requirements

  • BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus).
  • 4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company.
  • Proven ability to independently manage projects and deliver results in a fast-paced environment.
  • Advanced skills in presentation design and storytelling for executive audiences.
  • 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 (eagle: Tableau, Looker).
  • Tech-savvy with the ability to quickly grasp new tools and systems.
  • Strong communication and interpersonal skills, and a team-oriented mindset.

Qualifications

  • BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus).
  • 4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company.
  • Proven ability to independently manage projects and deliver results in a fast-paced environment.
  • Advanced skills in presentation design and storytelling for executive audiences.
  • 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 (eagle: Tableau, Looker).
  • Tech-savvy with the ability to quickly grasp new tools and systems.
  • Strong communication and interpersonal skills, and a team-oriented mindset.

Skills

  • Financial Modeling
  • Forecasting Tools
  • Data Visualization
  • Communication and Interpersonal Skills

Benefits

  • Partially subsidized medical plan
  • Comprehensive vision and dental coverage
  • Life insurance
  • Disability insurance
  • 401(k)
  • Flexible paid time off
  • Parenthood leave

Pay

US annual base salary range for this full-time position: $117,000 - $180,000 USD

Schedule

Hybrid schedule available

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