Corporate Finance Manager

The role

The Corporate Finance Manager will manage financial projects and build complex financial models. This person will produce presentation materials for executive and board-level audiences.

What you will do

• Lead and manage financial projects independently from planning to execution.
• Build, maintain, and enhance complex financial and forecasting models.
• Develop executive-level presentation materials including board decks and visualizations.
• Analyze financial data and trends to provide actionable insights to senior leadership.
• Collaborate cross-functionally to ensure alignment on financial goals and deliverables.
• Utilize forecasting and planning tools to support company-wide financial initiatives.
• Support long-range and annual financial planning processes including income statement, balance sheet, and cash flow modeling.

Required qualifications

• BA/BS in finance, accounting, economics or a quantitative discipline
• 4+ years of experience in FP&A, corporate finance, or a related field
• Ability to independently manage projects and deliver results in a fast-paced environment
• Advanced skills in presentation design and storytelling for executive audiences
• 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)
• Technologically savvy with the ability to quickly grasp new tools and systems
• Strong communication and interpersonal skills
• Team-oriented mindset

Nice to have

• Masters
• Experience in a SaaS or tech-driven company

Benefits

• Annual performance-based incentive program
• Partially subsidized medical plan
• Fully subsidized vision/dental options
• Life insurance
• Disability insurance
• 401(k)
• Flexible paid time off
• Parental leave

About the company

ERGO NEXT is a technology-led, full-stack provider of small business insurance. Since 2016, they have helped hundreds of thousands of small business customers across the United States.