Strategic Finance Manager (AI & Forecasting)

Next Insurance

Palo Alto, United States Posted October 14, 2026

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On-site Full-time Senior
Salary Range

$117,000 - $158,000

Job Description

Join ERGO NEXT, a company dedicated to building an AI-native finance organization. As a Strategic Finance Manager, you will lead the transformation of forecasting, planning, and reporting workflows using AI/LLM-based tools. This high-impact role will involve redesigning the topline revenue forecasting process, driving long-range and annual planning, and automating KPI tracking. You will also prepare Board materials and executive presentations, act as an internal champion for AI adoption within Finance, and mentor team members. A genuine enthusiasm for AI tools and a background in finance are required.

  • Lead the redesign of the topline revenue forecasting process, utilizing AI/LLM-based tools and workflows.
  • Partner with Finance and Data Science to identify, evaluate, and implement AI tools that improve forecasting and planning.
  • Drive long-range and annual planning processes while building repeatable, AI-assisted modeling and reporting frameworks.
  • Genuine enthusiasm for AI tools (e.g., LLM-based agents, AI-powered modeling/analysis platforms) and a track record of adopting or building workflows around them — prior hands-on use of tools like Claude, ChatGPT, or similar in a finance/analytics context strongly preferred
  • Basic technical fluency (e.g., SQL, Python, or low-code/AI tooling) sufficient to prototype or evaluate AI-driven finance workflows a plus, though not required
  • High degree of reliability and integrity, with sound judgment operating in a newly-defined, ambiguous role
  • 4–6 years of finance experience in a fast-paced environment with a track record of success (background in investment banking, corporate development, or strategic finance a plus)
  • BA/BS in finance, accounting, economics, or a quantitative discipline
  • Strong interpersonal and communication skills, with the ability to bring both technical and non-technical stakeholders along on a change-management journey
  • Ability to break down and solve complex, ambiguous problems with strong business acumen and data-driven techniques, including comfort redesigning a process rather than just operating an existing one
  • Excellent attention to detail and organizational skills, with the ability to manage competing and shifting priorities in a fast-paced environment
Required Skills
forecasting transformation LLM KPIs executive presentations data science agents ChatGPT SQL Python accounting communication change management attention to detail
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