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Strategic Finance Manger, AI & Forecasting

Next InsurancePalo Alto, CAFP&A
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Salary
$117K — $158K USD
Job type
Full-time
Experience
Senior · 4+ yrs
Posted
7 Oct 2026
Status
Open · checked 7d ago

About this role

Strategic Finance Manger, AI & Forecasting is a full-time hybrid position located in Palo Alto, California at Next Insurance. This role suits a finance professional with strong strategic fundamentals who wants to lead the creation of AI-native forecasting, planning, and reporting workflows.

Role Overview

Next Insurance is hiring a Strategic Finance Manager, AI & Forecasting to join the finance organization in Palo Alto, CA on a hybrid schedule. Reporting to the Head of Revenue & Growth FP&A, the professional in this role will define what AI-native FP&A looks like by building financial processes around AI and LLM-based tools rather than legacy spreadsheets. The position sits at the intersection of applied artificial intelligence and strategic finance.

Key Responsibilities

Redesign the topline revenue forecasting process from scratch utilizing AI and LLM-driven tools and workflows instead of manual spreadsheet methods.
Collaborate with Data Science and Finance teams to locate, test, and deploy AI solutions and agentic workflows to increase speed, scalability, and precision in planning and forecasting.
Direct the annual and long-range planning cycles by developing repeatable, AI-assisted reporting and modeling frameworks.
Execute strategic finance duties that apply AI-backed analysis to speed up scenario modeling and due diligence.
Work cross-functionally to automate and define key performance indicator tracking, employing artificial intelligence to surface recommendations and insights rapidly.
Create executive presentations and Board materials that integrate scenario modeling and AI-produced analysis to enhance the strategic narrative.
Champion AI adoption internally within Finance by creating playbooks and mentoring colleagues during workflow rollouts.

Requirements

Hold a Bachelor's degree in finance, accounting, economics, or another quantitative field.
Possess four to six years of financial experience within a fast-moving environment.
Demonstrate a strong enthusiasm for artificial intelligence tools like ChatGPT, Claude, or similar platforms, with a history of adopting or constructing workflows around them.
Exhibit the ability to deconstruct and resolve complex and ambiguous challenges using data-driven techniques and business acumen.
Display strong organizational skills, attention to detail, reliability, integrity, and sound judgment.
Show strong communication and interpersonal abilities to guide both technical and non-technical stakeholders through change management.

Nice to Have

Background in corporate development, investment banking, or strategic finance.
Basic technical fluency in Python, SQL, or low-code and AI tools for prototyping or evaluating finance workflows.

Skills and Tools

Artificial Intelligence
LLM-based agents
AI-powered modeling and analysis platforms
Claude
ChatGPT
SQL
Python
Low-code tooling

Salary and Benefits

Base salary range of $117,000 to $158,000 USD annually.
Eligibility for an annual performance-based incentive program.
Partially subsidized medical plan.
Fully subsidized dental and vision options.
Life insurance and disability insurance.
401(k) plan.
Flexible paid time off and parental leave.

About the Company

Next Insurance operates as an AI technology company that also functions as a fully licensed insurance carrier, underwriting risk, building internal systems, and owning the value chain for small business coverage. The company has insured hundreds of thousands of small businesses since 2016 and is a subsidiary backed by Munich Re and ERGO.

How to Apply

Applicants should apply directly on the official company careers page.

Skills and tech stack

AILLMClaudeChatGPTSQLPython

Questions candidates ask

Where is the Strategic Finance Manager, AI & Forecasting position located?

The position is located in Palo Alto, CA on a hybrid schedule.

What is the salary range for this role?

The US annual base salary range is $117,000 to $158,000 USD.

How many years of experience are required?

The role requires 4 to 6 years of finance experience in a fast-paced environment.

What educational background is required?

A BA or BS in finance, accounting, economics, or a quantitative discipline is required.

Where should candidates submit their job applications?

Candidates should apply directly on the official Next Insurance careers page.

Ready to apply?

The application is on the official Next Insurance careers page.

Apply on company site