Senior Corporate FP&A Analyst, Next Insurance

$100-125k

+ Equity

SQL
Tableau
Looker
Junior and Mid level
San Francisco Bay Area

Office located in Palo Alto, CA

Next Insurance

Online-based insurance broker for SMBs

Open for applications

Next Insurance

Online-based insurance broker for SMBs

501-1000 employees

FintechB2BInsuranceSaaS

Open for applications

$100-125k

+ Equity

SQL
Tableau
Looker
Junior and Mid level
San Francisco Bay Area

Office located in Palo Alto, CA

501-1000 employees

FintechB2BInsuranceSaaS

Company mission

To build a simplified digital insurance experience that better serves small businesses.

Role

Who you are

  • 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

Desirable

  • Experience with SQL and data visualization tools (Looker, Tableau)
  • Experience with Adaptive planning and modeling tools

What the job involves

  • We’re looking for a Senior Financial Analyst who wants to join a fast-paced startup and has the ability to build complex financial models from the ground up
  • Reporting to the Senior Finance Manager, this is a highly visible role with the ability to directly impact critical business decisions and financial outlook
  • 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

Our take

Next Insurance serves small businesses by making it much simpler to take out an insurance policy without the headache associated with many providers. To begin trading any business needs to have some sort of insurance policy in place, traditional offerings can take weeks, often requiring tedious paperwork.

Next Insurance has opted to use AI, machine learning and transparent language to make the process much simpler, it can take just five to ten minutes for customers to obtain a package that suits them.

While Next Insurance is facing established insurance companies such as Hiscox and State Farm, its partnership with Amazon Business Prime to insure its members in a move to target traditionally underserved insurance customers and more recently with LegalZoom, to simplify the insurance process, as well as its nearly half a million customers has the company well set to remain major player in the space.

Freddie headshot

Freddie

Company Specialist

Insights

Top investors

Many candidates hear
back within 2 weeks

-7% employee growth in 12 months

Company

Funding (last 2 of 7 rounds)

Nov 2023

$265m

SERIES G

Mar 2021

$250m

SERIES E

Total funding: $1.1bn

Company benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave

Company HQ

Palo Alto, CA

Leadership

Alon Huri

(Co-founder)

They spent 4 years as a System Architect before Software roles at Mercury, HP, and Check. They co-founded Next Insurance in March 2016 with Guy and Nissim.

Guy Goldstein

(CEO & Co-founder)

After 7 years in the Israeli Air Force, they worked at Mercury Interactive for almost 8 years, as well as roles at HP and Check, which they co-founded in 2007. Left this role at Intuit in July 2015 to co-found Next Insurance 6 months later.

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