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