Location: Kfar Saba, IL (hybrid)
ERGO 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 ERGO 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 dynamic FP&A Manager who thrives in a fast-paced startup environment and is passionate about driving strategic financial initiatives. Reporting to the Senior Manager, Corporate Finance, this role offers high visibility and the opportunity to lead impactful projects, shape the company’s financial strategy, and collaborate cross-functionally to influence critical business decisions. If you excel at synthesizing complex financial data, managing cross-functional initiatives, and developing strategic insights, this is the perfect role for you!
What You’ll Do:
- Serve as a strategic financial partner to department leaders, aligning financial goals with broader business objectives and delivering actionable recommendations to drive growth and profitability.
- Lead the creation, management, and automation of complex financial models, including multi-scenario projections, what-if analyses, and long-term strategic plans.
- Oversee and improve the company-wide forecasting processes (monthly, quarterly, and annual) to ensure alignment with corporate financial targets and responsiveness to market trends.
- Design, implement, and enhance financial systems and tools (e.g., Adaptive Planning) to streamline budgeting and forecasting processes, ensuring operational efficiency.
- Lead financial analysis for strategic business challenges, including profitability improvement initiatives while providing clear & actionable insights.
- Prepare and present executive-level reports and materials, including financial updates for the Board of Directors, delivering insights that shape long-term company strategy.
- Drive cross-functional projects, such as strategic cost-saving programs, ensuring objectives are met and aligned with company priorities.
- Anticipate financial risks and opportunities, developing and implementing plans to mitigate challenges or capitalize on opportunities to achieve financial targets.
What We Need:
- BA/BS in Finance, Accounting, Economics, or a quantitative discipline. MBA is a plus
- 4+ years of finance experience with a track record of managing financial forecasts and leading strategic initiatives; experience in a growth-stage SaaS or tech company is highly preferred
- Expertise in building and managing complex financial models including multi-year financial plans and automating financial processes.
- Demonstrated experience managing Operating Expenses (OPEX), including budgeting, forecasting, variance analysis, and identifying cost-saving opportunities to drive operational efficiency, with the ability to connect financial data to strategic decisions
- Proven proficiency in NetSuite is required; must be comfortable navigating and extracting data independently.
- Proven ability to lead cross-functional initiatives, influence decisions, and deliver results in a fast-paced environment with competing priorities.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to executive and non-financial stakeholders.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
Preferred:
- Proven ability to deliver financial insights that shape corporate strategy and long-term planning.
- Experience with SaaS and recurring revenue business models and financial metrics
- Experience with financial planning tools such as Adaptive Planning is a strong plus.
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 ERGO 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. ERGO 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. ERGO 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.
Skills Required
- BA/BS in Finance, Accounting, Economics, or a quantitative discipline
- MBA
- 4+ years of finance experience managing forecasts and strategic initiatives
- Experience in a growth-stage SaaS or tech company
- Expertise building and managing complex financial models, multi-year plans, and automating processes
- Experience managing Operating Expenses (OPEX), budgeting, forecasting, variance analysis, and cost-saving initiatives
- Proven proficiency in NetSuite and ability to extract data independently
- Experience with financial planning tools such as Adaptive Planning
- Excellent communication and presentation skills for executive and non-financial stakeholders
- Proven ability to lead cross-functional initiatives and influence decisions
- Strong organizational skills, attention to detail, and ability to manage multiple priorities
- Experience with SaaS and recurring revenue business models and financial metrics
NEXT Insurance Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NEXT Insurance and has not been reviewed or approved by NEXT Insurance.
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Healthcare Strength — Medical coverage is often described as fully paid for employees and dependents, with dental and vision highlighted as strong inclusions. Feedback suggests health benefits are a standout element of the total rewards package.
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Parental & Family Support — Paid parental leave for birth and non-birth parents is characterized as generous and modern. Feedback suggests family benefits complement core health coverage and add meaningful value.
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Fair & Transparent Compensation — Pay is considered competitive in higher-skilled tech and product roles, with total compensation seen as solid relative to peer insurtech employers. Feedback suggests perceptions of pay fairness trend moderate-to-positive overall.
NEXT Insurance Insights
What We Do
The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t. When you’re running your own business, you’re placing a huge bet on yourself. Your ideas, your passion, your blood, sweat and tears define your success. Next Insurance was created to give your business the coverage it deserves. Simple, affordable and tailored. So no matter what you do, no matter how you define success, we’re right there, next to you. Behind our groundbreaking AI-based technology there are hundreds of us. Data scientists, insurance advisors, product managers, designers & more. We are passionate about helping businesses achieve their goals & are committed to serve the needs of business owners. Even our three founders started their path as small business owners so they have been there and are committed to supporting the journey of your business.
Why Work With Us
Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, customer-focused, and willing to challenge the status quo, Next Insurance might just be your next journey.
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