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NEXT Insurance
Next Insurance provides affordable and customizable policies to small business owners.

FP&A Manager at NEXT Insurance (Peninsula)

| Peninsula
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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
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • TypeScriptLanguages
    • NGRXLibraries
    • Node.jsFrameworks
    • CypressFrameworks
    • MySQLDatabases
    • Neo4jDatabases
    • RedisDatabases
    • ElasticSearchDatabases
    • Athena over S3Databases
    • Affinity DesignerDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS

What are NEXT Insurance Perks + Benefits

NEXT Insurance Benefits Overview

As an organization, one of our top priorities is to maintain the health and wellbeing of our employees and their families. To achieve this goal, we are offering a robust and comprehensive program with a variety of options to best meet your needs. Next covers 100% of the premiums for both you and your dependents on our base plans.

Partners with Nonprofits
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Next Insurance employees can contribute $2,750 in a pre-tax account for healthcare and $5,000 in a pre-tax account for dependant care.
Disability Insurance
Next Insurance long-term disability insurance covers 60% of salary up to $12,000 per month payout.
Dental Benefits
Next Insurance offers a variety of dental plans offering a variety of yearly allowances.
Vision Benefits
Next Insurance offers a variety of vision plans offering a variety of yearly allowances.
Health Insurance Benefits
Next Insurance offers a variety of health plans offering a variety of yearly allowances.
Life Insurance
Pet Insurance
Our pet insurance policy offers a discounted rate on any of Petplan insurance plans
Wellness Programs
Team workouts
Mental Health Benefits
Members with mental, emotional, and addiction issues can access a broad range of care options. If you need treatment, we'll work together to create a care plan based on your unique needs and goals.
Retirement & Stock Options Benefits
Next Insurance 401(k) retirement plan offers a broad selection of stocks, bonds, and international index funds to choose from.
401(K) Matching
You are eligible to enroll in Next’s 401(k) plan and we will contribute a 50% match for the first $5,000.
Company Equity
Next Insurance offers stock options through its employee equity incentive plan, including vesting over a three-year period.
Child Care & Parental Leave Benefits
Generous Parental Leave
Next Insurance provides up to 12 weeks of parental leave for both primary and secondary caretakers.
Flexible Work Schedule
Next Insurance provides employees with a flexible work schedule that includes Flexible start and end times.
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Free Daily Meals
Stocked Kitchen
Happy Hours
Relocation Assistance
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Cross functional training encouraged
Promote from within
Continuing Education stipend

An Insider's view of NEXT Insurance

What’s the vibe like in the office?

“I enjoy working with talented and professional people who are committed to the task and with a general sense that everything is possible. The social atmosphere is amazing and the smile that everyone comes with in the morning proves that.”


BI Specialist

How do you collaborate with other teams in the company?

”I love being part of a team where people take my opinion seriously, and things move fast. We all care about what we’re doing, but we also make time for our lives outside of work.”


SEM Specialist

What are some things you learned at the company?

“Working at Next has been the best choice I’ve made. The colleagues, the atmosphere and the experience I am gaining here are of tremendous importance to me. I really feel I make a difference for our product.”


Software Enginee

What is your vision for the company?

“The opportunity to help small businesses thrive by offering them tailored, affordable insurance is enormous, and being a part of the team that makes it happen is truly rewarding. We work hard and celebrate our success along the way.”


VP of Operations

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