Strategic Finance Associate

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Next Insurance is a fast-growing startup based in Silicon Valley that 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 $880 million from top tier investors and is the valley’s latest unicorn, valued at over $4 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 Strategic Finance Associate to join the team to build up and drive the financial strategy for a rapidly advancing tech unicorn. Reporting to the Head of Strategic Finance, this is a unique opportunity to be a part of the strategic finance 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. 


What You’ll Do: 

  • Spearhead and drive various strategic finance activities, including capital markets, fundraising, investor relations, financial due diligence, M&A other financial strategic initiatives for the company
  • Assist with formulating the company’s long-term balance sheet strategy, including reinsurance, statutory capital requirements, and evaluation of debt and equity capital needs
  • Partner cross functionally with various departments to leverage data to evaluate KPIs and make recommendations on key business decisions
  • Prepare Board materials and presentations to the executive staff
  • Support the long-range and annual planning process including income statement, balance sheet, and cash flow projections


What We Need: 

  • Minimum 2-3 years of finance experience in a fast pace environment with a track record of success (background in investment banking a plus) 
  • Ability to break down and solve complex problems with strong business acumen & data driven techniques 
  • Excellent attention to detail and organizational skills, ability to multitask in a fast-paced environment with competing and shifting priorities 
  • High degree of reliability and integrity
  • Team player with strong interpersonal skills, with good written and verbal communication skills
  • BA/BS in finance, accounting, economics or a quantitative discipline 


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. 

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Location

Our headquarter office is located in the College Terrace neighborhood in the city of Palo Alto, California and near all the local eateries on California Ave. We also have offices in Rochester, NY and Boston, MA.

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