43 applicants

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Company

Original Job Post

Next Insurance · 2 days ago

Senior Financial Analyst

Palo Alto, CA

Full-time

Hybrid

Senior Level

$100K/yr - $125K/yr

2+ years exp

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Commercial InsuranceFinance

H1B Sponsorship

Hiring Manager

Mathew Stern

Insider Connection @Next Insurance

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Own and maintain complex financial models for actual, forecast, and planning processes

Prepare monthly and quarterly financial analyses providing insights into key drivers across the financial statements (income statement, balance sheet, and cash flow), as well as risks and opportunities

Support company-wide initiatives to drive improvements in gross margin and profitability

Structure, build, and maintain complex financial and decision-making models to support key business outcomes

Support the long-range and annual planning process including income statement, balance sheet, and cash flow

Partner with departments to deliver accurate financial forecasting including analysis and recommendations

Prepare commentary and presentation materials for executive-level discussions and the board

Support M&A activities, due diligence, fundraising, and company financial strategic initiatives

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FP&A ExperienceFinancial ForecastingSaaS KnowledgeFinancial Statements AnalysisData-Driven TechniquesSaaS Business ModelsReporting MetricsProblem-SolvingBusiness AcumenTeam PlayerInterpersonal SkillsCommunication SkillsSQLData VisualizationLookerTableauAdaptive PlanningModeling

Required

BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)

2-4 years of FP&A experience with a track record of supporting financial forecasts; ideally at a growth stage SaaS startup or tech company (insurance experience is a plus)

A strong understanding of all three financial statements (income statement, balance sheet, and cash flow) and associated drivers across all three statements

Ability to break down and solve complex problems with strong business acumen & data-driven techniques

Understand SaaS business models and reporting metrics

Excellent attention to detail and organizational skills, ability to multitask in a fast-paced environment with competing and shifting priorities

Team player with strong interpersonal skills along with strong verbal and written communication skills

Preferred

Experience with SQL and data visualization tools (Looker, Tableau)

Experience with Adaptive planning and modeling tools

Benefits

Partially subsidized medical plan

Fully subsidized vision/dental options

Life insurance

Disability insurance

401(k)

Flexible paid time off

Parental leave

Company

Next Insurance

Glassdoor

3.8

Next Insurance is a digital insurance company specializing in coverage for entrepreneurs and small businesses.

Founded in 2016

Palo Alto, California, USA

501-1,000 employees

https://www.nextinsurance.com

H1B Sponsorship

Next Insurance has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (8)

2022 (9)

2021 (17)

2020 (6)