Strategic Finance Manager, AI & Forecasting

The role

This person will lead the redesign of revenue forecasting and planning workflows using AI and LLM-based tools. They will partner with Finance and Data Science to implement AI tools and drive strategic finance activities.

What you will do

• Lead the redesign of the topline revenue forecasting process using AI/LLM-based tools
• Partner with Finance and Data Science to implement AI tools and agentic workflows
• Drive long-range and annual planning process using AI-assisted modeling and reporting
• Spearhead strategic finance activities applying AI-driven analysis
• Partner cross-functionally to define and automate KPI tracking
• Prepare Board materials and executive presentations
• Act as an internal champion and educator for AI adoption within Finance

Required qualifications

• BA/BS in finance, accounting, economics, or a quantitative discipline
• 4–6 years of finance experience in a fast-paced environment
• Ability to break down and solve complex, ambiguous problems
• Excellent attention to detail and organizational skills
• High degree of reliability and integrity
• Strong interpersonal and communication skills

Nice to have

• background in investment banking, corporate development, or strategic finance
• prior hands-on use of tools like Claude, ChatGPT, or similar in a finance/analytics context
• Basic technical fluency (e.g., SQL, Python, or low-code/AI tooling)

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.