Next Insurance · 1 day ago
Sr. Financial Analyst
Palo Alto, CA
Full-time
Hybrid
Mid, Senior Level
$99K/yr - $133K/yr
3+ years expNext Insurance is a technology-led provider of small business insurance, committed to helping entrepreneurs thrive. They are seeking a Senior Financial Analyst to drive gross margin performance, optimize financial models, and deliver analyses that inform key business decisions.
Commercial InsuranceFinanceInsuranceInsurTechSmall and Medium Businesses
Responsibilities
Develop, optimize, and manage financial models to forecast and monitor gross margin performance accurately
Conduct ad hoc, in-depth analyses to uncover insights, address complex challenges, and support key business decisions
Deliver comprehensive monthly variance analyses, identifying key drivers and trends that impact gross margin
Leverage and improve current processes and systems to increase efficiency, accuracy, and effectiveness as the company grows and scales
Support the long-range and annual planning process including income statements, balance sheet, and cash flow
Enhance model precision and forecasting capabilities, contributing to greater accuracy in financial planning and profitability
Partner with cross-functional teams to share actionable financial insights and strategic recommendations, supporting broader company initiatives
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
Required
BA/BS in finance, accounting, economics or a quantitative discipline (Masters is a plus)
Prior experience in investment banking and/or Big Four accounting firms
3+ 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)
Strong knowledge of US GAAP accounting, IFRS familiarity a plus
Experience with building models in Adaptive Planning, Anaplan, Pigment, Hyperion, SAP, and/or other comparable modeling tools
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
Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative and qualitative data
Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
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
Bonus: Experience with SQL and data visualization tools (Looker, Tableau)
Benefits
Partially subsidized medical plan
Fully subsidized vision/dental options
Life insurance
Disability insurance
401(k)
Flexible paid time off
Parental leave
More
Company
Next Insurance
Next Insurance is a financial service firm that offers insurance coverage to entrepreneurs and small businesses.
501-1000 employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (21)
2023 (9)
2022 (14)
2021 (14)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$1.15BKey Investors
Munich Re VenturesRedpoint
2025-03-20Acquired
2023-11-01Series F· $265M
2021-03-31Series E· $250M
Leadership Team
Guy Goldstein
CEO
Alon Huri
Co-Founder
Recent News
The Times Of Israel
2026-01-03
2025-12-20
The Times Of Israel
2025-12-18
Company data provided by crunchbase