Sr. Financial Analyst

Location: Palo Alto (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 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. If you like building financial models and want to create real impact on the business, - then you belong here!

What you'll do:

• 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

What we need:

• 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

Unstoppable Qualities:

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