Strategic Finance Manager (AI & Forecasting)

Next Insurance, Inc.; Palo Alto (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

ERGO NEXT is seeking a Strategic Finance Manager, AI & Forecasting to lead the transformation of forecasting, planning, and reporting workflows around AI/LLM-based tools.

Reporting to the Head of Revenue & Growth FP&A, you will redesign topline revenue forecasting, partner with Finance and Data Science to deploy AI workflows, and prepare board materials with AI-driven analyses and scenarios.

Qualifications

• 4–6 years of finance experience in a fast-paced environment.
• Experience integrating AI/LLM into forecasting, planning, and reporting.
• Strong communication and stakeholder management.
• BA/BS in finance, accounting, economics, or quantitative field.
• Ability to design AI-native FP&A processes.

Responsibilities

• Lead redesign of topline revenue forecasting using AI/LLM tools.
• Partner with Finance and Data Science to implement AI workflows.
• Drive long-range and annual planning with AI-assisted modeling.
• Prepare Board materials with AI-driven analysis and scenario modeling.
• Educate and document playbooks for AI adoption within Finance.

Skills

Strategic Finance

Forecasting

AI/LLM tools

KPI tracking

Board materials

Education

BA/BS in finance or related

Tools

SQL

Python

Low-code/AI tooling

Job description

• 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
• 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 automate KPI tracking, using AI to surface insights and recommendations faster than traditional analysis allows
• Prepare Board materials and executive presentations, incorporating AI‑generated analysis and scenario modeling to sharpen the narrative
• Act as an internal champion and educator for AI adoption within Finance, documenting playbooks and mentoring team members as new tools and workflows are rolled out

• Genuine enthusiasm for AI tools (e.g., LLM-based agents, AI‑powered modeling/analysis platforms) and a track record of adopting or building workflows around them — prior hands‑on use of tools like Claude, ChatGPT, or similar in a finance/analytics context strongly preferred
• Basic technical fluency (e.g., SQL, Python, or low‑code/AI tooling) sufficient to prototype or evaluate AI‑driven finance workflows a plus, though not required
• High degree of reliability and integrity, with sound judgment operating in a newly‑defined, ambiguous role
• 4–6 years of finance experience in a fast‑paced environment with a track record of success (background in investment banking, corporate development, or strategic finance a plus)
• BA/BS in finance, accounting, economics, or a quantitative discipline
• Strong interpersonal and communication skills, with the ability to bring both technical and non‑technical stakeholders along on a change‑management journey
• Ability to break down and solve complex, ambiguous problems with strong business acumen and data‑driven techniques, including comfort redesigning a process rather than just operating an existing one
• Excellent attention to detail and organizational skills, with the ability to manage competing and shifting priorities in a fast‑paced environment