Corporate Finance Manager
Next Insurance
Palo Alto, United States Posted October 15, 2026
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Salary Range
$117,000 - $180,000
Job Description
Join our dynamic finance team as a Corporate Finance Manager. In this role, you will independently manage financial projects, build and maintain complex financial models, and create high-impact presentation materials for executive and board-level audiences. You will analyze financial data and trends, collaborate cross-functionally, and support long-range and annual financial planning processes. The ideal candidate will have 4+ years of experience in FP&A or corporate finance, a strong command of financial modeling and analysis, and advanced skills in presentation design and storytelling.
- Independently manage financial projects, build and maintain complex financial models, and produce high-impact presentation materials for executive and board-level audiences.
- Lead and manage financial projects from planning to execution, and enhance complex financial and forecasting models to support strategic decision-making.
- Collaborate cross-functionally to ensure alignment on financial goals and deliverables, and support long-range and annual financial planning processes.
- 4+ years of experience in FP&A, corporate finance, or a related field, ideally in a SaaS or tech-driven company
- BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
- Proven ability to independently manage projects and deliver results in a fast-paced environment
- Strong communication and interpersonal skills, and a team-oriented mindset
- Technologically savvy with the ability to quickly grasp new tools and systems
- Strong command of financial modeling, analysis, and a deep understanding of all three financial statements
- Experience with forecasting tools (e.g., Adaptive Planning, Anaplan) and data visualization platforms (e.g., Tableau, Looker)
- Advanced skills in presentation design and storytelling for executive audiences
- If you’re skilled in financial modeling, presentation creation, and excited about leveraging technology to drive forecasts, you’ll thrive here!
- 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
Required Skills
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