Senior Financial Analyst, Revenue FP&A

Location: Palo Alto, CA (hybrid)  

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 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. 

We’re looking for a Senior Financial Analyst, Revenue FP&A to join the team to be a strategic partner for one of our key revenue channels. This is a unique opportunity to be a part of the growing revenue FP&A team and collaborate with our key revenue partners. This is a highly visible role with the ability to directly impact key business decisions and financial outlook by driving revenue and growth.

What You’ll Do:

• Manage topline annual planning and monthly forecast processes 

• Drive recurring topline review meetings with business partners to identify risks, opportunities and action plans

• Manage long range topline models, work with business partner on investment and growth opportunities

• Drive monthly topline financial variance analysis, track key revenue metrics, and achieve 95% forecast accuracy.

• Provide analytical rigor and strategic ideas to drive revenue growth

• Build and own our growing topline models and reporting for in-depth analyses, as well as ensure their quality, timeliness, and accuracy

• Work with product team to understand product launch roadmap and pricing’s impact on topline

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

• Continuously scale and improve financial processes as we grow

What We Need:

• 2-5  years of finance experience with a track record of supporting financial forecasts; ideally at a growth stage SaaS startup or tech company (background in investment banking a plus) 

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

• Understanding of SaaS business models and reporting metrics

• MBA in finance, accounting, finance, or a quantitative discipline

• High degree of reliability and integrity

• 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, with good written and verbal communication skills

Unstoppable Qualities:

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

• Experience with Adaptive planning and modeling tools a bonus