Sr. Financial Analyst

Location: Office location (hybrid/Palo Alto)

 

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 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 Senior Financial Analyst to help drive gross margin performance & ensuring alignment with our financial objectives. This role involves optimizing financial models, managing monthly reporting with accuracy and timeliness, and delivering analyses that inform key business decisions. You’ll provide critical insights and collaborate across teams to support company priorities. If you’re passionate about financial modeling and creating meaningful impact, this is the role for you.

What you’ll do:

• Develop, optimize, and manage financial models to forecast and monitor gross margin performance accurately.
• Conduct ad hoc, in-depth analyses to uncover insights, address complex challenges, and support key business decisions.
• Deliver comprehensive monthly variance analyses, identifying key drivers and trends that impact gross margin.
• Leverage and improve current processes and systems to increase efficiency, accuracy, and effectiveness as the company grows and scales
• Support the long-range and annual planning process including income statements, balance sheet, and cash flow.
• Enhance model precision and forecasting capabilities, contributing to greater accuracy in financial planning and profitability.
• Partner with cross-functional teams to share actionable financial insights and strategic recommendations, supporting broader company initiatives.
• 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: 

• BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus) 
• Prior experience in investment banking and/or Big Four accounting firms
• 3+ years of FP&A experience with a track record of supporting financial forecasts; ideally at a growth stage SaaS startup or tech company (insurance experience is a plus)
• Strong knowledge of US GAAP accounting, IFRS familiarity a plus
• Experience with building models in Adaptive Planning, Anaplan, Pigment, Hyperion, SAP, and/or other comparable modeling tools
• A strong understanding of all three financial statements (income statement, balance sheet, and cash flow) and associated drivers across all three statements.  Ability to break down and solve complex problems with strong business acumen & data-driven techniques
• Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative and qualitative data
• Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
• 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 
• Bonus: Experience with SQL and data visualization tools (Looker, Tableau)

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

Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. 

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 in