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Full-Time

Senior Revenue FP&a Analyst

Posted on 1/12/2024

Next Insurance

Next Insurance

501-1,000 employees

Tailored business insurance for small businesses

Consulting
Fintech
Financial Services
Consumer Goods

Compensation Overview

$100k - $125kAnnually

Senior

Palo Alto, CA, USA

Category
Finance & Banking
Business & Strategy
Required Skills
Communications
SQL
Tableau
Looker
Requirements
  • 2-4 years of finance experience with a track record of supporting financial forecasts
  • Ability to break down and solve complex problems with strong business acumen & data driven techniques
  • Understanding of SaaS business models and reporting metrics
  • 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
Responsibilities
  • 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
Desired Qualifications
  • Experience with SQL and data visualization tools (Looker, Tableau) a bonus
  • Experience with Adaptive planning and modeling tools a bonus

Next Insurance specializes in providing business insurance solutions tailored to the unique needs of small businesses, including general liability, workers' compensation, professional liability, and commercial property insurance. The company is renowned for simplifying the insurance process for self-employed individuals and small business owners, emphasizing affordability and customized coverage. This focus on the practical needs of entrepreneurs, combined with its innovative approach to insurance services, makes it an attractive workplace for those keen on making a real impact in the insurance industry.

Company Stage

Series F

Total Funding

$1.2B

Headquarters

Palo Alto, California

Founded

2015

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

-4%
INACTIVE