FP&A Manager
Location: Palo Alto, CA (hybrid)
Next Insurance is a fast-growing startup based in Silicon Valley that is led by a team of experienced entrepreneurs with a history of successful outcomes. Our mission is to transform insurance for small businesses by combining world-class technology and phenomenal customer service to offer better insurance at a lower price. As the leading digital insurtech company transforming small business insurance, we just announced a $250 million new funding round, bringing the company’s valuation to $4 billion and total funding raised to more than $880 million!
We’re looking for an FP&A Manager to manage and lead gross margin improvement initiatives for our MGA and Partnerships (Carrier) side of the house. Reporting to the Senior Finance Manager, this person will own revenue and costs related to gross margins and be a key visible business partner to stakeholders If you like building financial models, want to add true value to the business and help tell our story through numbers
- then you belong here!
What you’ll do:
- Own and maintain complex revenue financials models for actual, forecast, and planning processes
- Support company-wide initiatives to drive improvements in gross margin and profitability
- Support monthly financial variance analysis and track key financial metrics
- Structure, build, and maintain complex financial and decision-making models to support key business outcomes
- Support the long-range and annual planning process including income statements, balance sheet, and cash flow
- Partner with departments to deliver accurate financial forecasting including analysis and recommendations
- 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:
- 4-8 years of FP&A experience within the insurance industry and a track record of supporting financial forecasts; ideally at a multi-channel insurance carrier
- BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
- Ability to break down and solve complex problems with strong business acumen & data-driven techniques
- Understand the insurance industry business models and reporting metrics on a gross and net basis
- 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
Unstoppable Qualities:
- Experience with SQL and data visualization tools (Looker, Tableau)
- Experience with Adaptive planning and modeling tools