Go to People, Finance Administration
Palo Alto, California

Financial Analyst

Next Insurance is a fast-growing 350+ person startup based in Silicon Valley and is led by a team of experienced entrepreneurs with a history of successful outcomes. Our mission is to transform insurance for small businesses by combining world-class technology and phenomenal customer service to offer better insurance at a lower price. Next has raised over $630 million from top tier investors and is the valley’s latest unicorn, valued at over $2 billion.


Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, customer-focused, and willing to challenge the status quo, Next Insurance might just be your next journey.


We’re looking for a Financial Analyst to join the team to build up the financial foundation for a rapidly advancing tech unicorn. Reporting to the Head of FP&A, this is a unique opportunity to be a part of the growing FP&A function and collaborate with an unstoppable team. This is a highly visible role with the ability to directly impact key business decisions and financial outlook. If you like building financial models, want to add true value to the business and help tell our story through numbers – then you belong here!

What You’ll Do:

Support and maintain revenue financial models for actual and forecast activities

Support monthly financial variance analysis and track key financial metrics

Build financial models, manage data and company dashboard in Adaptive Insight

Support the long-range and annual planning process including income statement, balance sheet, and cash flow

Partner cross-functionally with various departments to deliver accurate financial forecasting including analysis and recommendations

Support the accounting team in monthly/quarterly close processes

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

What We Need:

Minimum 2-3 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

Understand SaaS business models and reporting metrics

BA/BS in finance, accounting, economics, or a quantitative discipline

A 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

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

Experience with Adaptive planning and modeling tools a bonus


One of our core values is ‘Play as a Team’; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Next’s policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training