Strategic Finance Manger, AI & Forecasting at nextinsurance66nextinsurance66 · Palo Alto, CA

Workplace: Hybrid

Posted: 2026-10-20

Skills: Python, SQLLocation: Palo Alto, CA (hybrid) ERGO 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 ERGO 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. About the role: ERGO NEXT is building its Finance organization to be AI-native — starting with reinventing how we forecast the business from the ground up. We're looking for a Strategic Finance Manager, AI & Forecasting to help lead this transformation: someone with strong core strategic finance fundamentals who is equally excited to redesign forecasting, planning, and reporting workflows around AI/LLM-based tools rather than layering AI on top of legacy spreadsheet processes. Reporting to the Head of Revenue & Growth FP&A, this is a high-visibility, high-impact role at the intersection of strategic finance and applied AI, with the mandate to define what "AI-native FP&A" looks like at ERGO NEXT. What You’ll Do: Lead the redesign of the topline revenue forecasting process from the ground up, using AI/LLM-based tools and workflows in place of legacy manual, spreadsheet-driven approaches Partner with Finance and Data Science to identify, evaluate, and implement AI tools and agentic workflows that improve the speed, accuracy, and scalability of forecasting and planning Drive long-range and annual planning process while building repeatable, AI-assisted modeling and reporting frameworks Spearhead strategic finance activities applying AI-driven analysis to accelerate diligence and scenario modeling Partner cross-functionally to define and aut …truncated… education or train…Sign in to see the original postingBrowse more developer jobs on RoleBurst