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Corporate Finance Manager

Join Next Insurance as a Corporate Finance Manager to lead financial projects and enhance decision-making through advanced modeling.

Location
Palo Alto, CA, United States
Compensation
$117k–$158k/yr
Level
mid
Type
full time · Hybrid

Posted by employer 6 months ago

First seen on Joblaze 15 hours ago

Last verified on the company career page 15 hours ago

Apply at Next Insurance → Save job Scanned from nextinsurance.com

What you'll build

  • Lead and manage financial projects
  • Build and maintain complex financial models
  • Develop executive-level presentation materials
  • Analyze financial data and trends
  • Support long-range and annual financial planning

Must have

  • BA/BS in finance, accounting, economics or a quantitative discipline
  • 4+ years of experience in FP&A, corporate finance, or a related field
  • Proven ability to independently manage projects
  • Advanced skills in presentation design
  • Strong command of financial modeling and analysis

Nice to have

  • Masters degree
  • Experience in a SaaS or tech-driven company
  • Experience with forecasting tools
  • Experience with data visualization platforms
  • Strong communication and interpersonal skills

Requirements

Experience
4+ years
Education
Bachelor's degree

Not disclosed in this posting: visa sponsorship.

Benefits

401k Match Flexible Paid Time Off Health Insurance Parental Leave

Joblaze summary

The Corporate Finance Manager at Next Insurance is responsible for independently managing financial projects, developing complex financial models, and creating executive-level presentations that communicate key insights. This role requires advanced skills in financial modeling and analysis, along with proficiency in forecasting tools and data visualization platforms. Ideal candidates will have over four years of experience in corporate finance or FP&A, preferably within a tech-driven environment. The position is part of a growing finance team focused on supporting strategic decision-making for small business insurance.

Joblaze insights

  • Listed today — first seen on Joblaze October 15, 2026. Last confirmed on Next Insurance's careers page October 15, 2026.
  • Salary band is below the typical range for Management roles (median ~$171,120).
  • Starts above 46% of 13 comparable mid management roles in United States that list SaaS we track (median $120,000 across 7 companies). See SaaS salary trends
  • SaaS appears in 4.1% of 444 comparable mid management roles in United States; financial analysis appears in 0.2% of 444 comparable mid management roles in United States.

Quick facts

Is the Corporate Finance Manager role remote?
It's hybrid — Next Insurance expects some on-site time in Palo Alto, CA, United States.
What's the salary range?
Next Insurance lists $117,000–$158,000 for this role.
How much experience is required?
At least 4 years of relevant experience for this Corporate Finance Manager role.
Where is the role based?
Next Insurance is hiring for this position in Palo Alto, CA, United States.
What's the tech stack?
Joblaze extracted these technologies from the posting: SaaS, financial analysis, financial modeling, forecasting, presentation design.
What seniority level is this role?
Next Insurance targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Corporate Finance Manager role at Next Insurance.

From the original posting

Location: Palo Alto, CA (hybrid)

We’re looking for a Corporate Finance Manager to join our dynamic finance team. This individual will independently manage financial projects, build and maintain complex financial models, and play a key role in producing high-impact presentation materials for executive and board-level audiences. If you’re skilled in financial modeling, presentation creation, and excited about leveraging technology to drive forecasts, you’ll thrive here!

What you’ll do:

  • 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.
  • Develop executive-level presentation materials, including board decks, financial commentary, and visualizations that clearly communicate financial insights.

What we need:

  • 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 (e.g., Tableau, Looker).
  • Technologically savvy with the ability to quickly grasp new tools and systems.
  • Strong communication and interpersonal skills, and a team-oriented mindset.

Note on Fraudulent Recruiting
We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers.

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 base 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. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to 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.

$117,000—$158,000 USD

Standard company text repeated across Next Insurance's postings is omitted here.

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