Sr. Financial Analyst
Next Insurance
Location: Office location (hybrid/Palo Alto)
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 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.
We’re seeking a Senior Financial Analyst to help drive gross margin performance & ensuring alignment with our financial objectives. This role involves optimizing financial models, managing monthly reporting with accuracy and timeliness, and delivering analyses that inform key business decisions. You’ll provide critical insights and collaborate across teams to support company priorities. If you’re passionate about financial modeling and creating meaningful impact, this is the role for you.
What you’ll do:
- Develop, optimize, and manage financial models to forecast and monitor gross margin performance accurately.
- Conduct ad hoc, in-depth analyses to uncover insights, address complex challenges, and support key business decisions.
- Deliver comprehensive monthly variance analyses, identifying key drivers and trends that impact gross margin.
- Leverage and improve current processes and systems to increase efficiency, accuracy, and effectiveness as the company grows and scales
- Support the long-range and annual planning process including income statements, balance sheet, and cash flow.
- Enhance model precision and forecasting capabilities, contributing to greater accuracy in financial planning and profitability.
- Partner with cross-functional teams to share actionable financial insights and strategic recommendations, supporting broader company initiatives.
- Prepare commentary and presentation materials for executive-level discussions and the board.
- Support M&A activities, due diligence, fundraising, and company financial strategic Initiatives
What we need:
- BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
- Prior experience in investment banking and/or Big Four accounting firms
- 3+ years of FP&A experience with a track record of supporting financial forecasts; ideally at a growth stage SaaS startup or tech company (insurance experience is a plus)
- Strong knowledge of US GAAP accounting, IFRS familiarity a plus
- Experience with building models in Adaptive Planning, Anaplan, Pigment, Hyperion, SAP, and/or other comparable modeling tools
- A strong understanding of all three financial statements (income statement, balance sheet, and cash flow) and associated drivers across all three statements. Ability to break down and solve complex problems with strong business acumen & data-driven techniques
- Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative and qualitative data
- Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
- Excellent attention to detail and organizational skills, ability to multitask in a fast-paced environment with competing and shifting priorities
- Team player with strong interpersonal skills along with strong verbal and written communication skills
- Bonus: Experience with SQL and data visualization tools (Looker, Tableau)
Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations.
If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency.
The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.
Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.