Corporate Finance Manager

In this Corporate Finance Manager role at ERGO NEXT, you will lead financial projects end-to-end, building sophisticated models to drive strategic decisions. You'll develop executive-ready forecasts and board-level presentation materials, translating data into actionable insights for senior leadership. You'll collaborate across functions to align financial goals and support long-range plans, using forecasting tools to improve predictive accuracy. This position offers meaningful impact within a tech-driven small business insurance platform.

• annual performance-based incentive program
• partially subsidized medical plan
• fully subsidized vision/dental options
• life insurance
• disability insurance
• 401(k) plan with matching? (not specified)

• Lead and manage financial projects from planning to execution
• Build, maintain, and enhance complex financial and forecasting models
• Develop executive-level presentation materials (board decks, financial commentary, visualizations)
• Analyze financial data and trends to provide actionable insights to senior leadership
• Collaborate cross-functionally to align on financial goals and deliverables
• Utilize forecasting and planning tools to support company-wide financial initiatives
• Support long-range and annual financial planning (income statement, balance sheet, cash flow)
• Assist in due diligence, fundraising, and other strategic finance initiatives as needed

• BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
• 5+ years of experience in FP&A, corporate finance, or related field
• Proven ability to independently manage projects in a fast-paced environment
• Advanced skills in presentation design and storytelling for executive audiences
• Strong command of financial modeling, analysis, and understanding of all three financial statements
• Experience with forecasting tools (Adaptive Planning, Anaplan) and data visualization platforms (Tableau, Looker)
• Technologically savvy with the ability to quickly grasp new tools and systems
• Strong communication and interpersonal skills, and a team-oriented mindset

• strong communication
• team-oriented mindset
• collaboration
• financial modeling
• forecasting tools (Adaptive Planning, Anaplan)
• data visualization (Tableau, Looker)