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Salary: USD 117,000 - 158,000 / annual
ERGO NEXT is an AI-native insurance technology company and fully licensed carrier backed by Munich Re and ERGO. The company uses AI across underwriting, pricing, classification, and product development to make business insurance simple and affordable for small business owners. This role is part of a strategic initiative to rebuild the Finance organization around AI and LLM-based tools rather than legacy spreadsheet processes.
You will lead the redesign of the topline revenue forecasting process from the ground up, replacing manual spreadsheet-driven approaches with AI/LLM-based tools and workflows. You'll partner with Finance and Data Science to identify, evaluate, and implement AI tools and agentic workflows that improve the speed, accuracy, and scalability of forecasting and planning. Key responsibilities include driving long-range and annual planning while building repeatable, AI-assisted modeling and reporting frameworks; spearheading strategic finance activities with AI-driven analysis to accelerate diligence and scenario modeling; partnering cross-functionally to define and automate KPI tracking using AI to surface insights faster than traditional analysis; preparing Board materials and executive presentations incorporating AI-generated analysis; and acting as an internal champion and educator for AI adoption within Finance, documenting playbooks and mentoring team members.
This is a high-visibility, high-impact role at the intersection of strategic finance and applied AI, reporting to the Head of Revenue & Growth FP&A, with the mandate to define what "AI-native FP&A" looks like at ERGO NEXT.
REQUIREMENTS:
- BA/BS in finance, accounting, economics, or a quantitative discipline
- 4–6 years of finance experience in a fast-paced environment with a track record of success (investment banking, corporate development, or strategic finance background a plus)
- Genuine enthusiasm for AI tools (LLM-based agents, AI-powered modeling/analysis platforms) and a track record of adopting or building workflows around them; prior hands-on use of tools like Claude, ChatGPT, or similar in a finance/analytics context strongly preferred
- Ability to break down and solve complex, ambiguous problems with strong business acumen and data-driven techniques, including comfort redesigning a process rather than just operating an existing one
- Basic technical fluency (SQL, Python, or low-code/AI tooling) sufficient to prototype or evaluate AI-driven finance workflows a plus, though not required
- Excellent attention to detail and organizational skills, with the ability to manage competing and shifting priorities in a fast-paced environment
- High degree of reliability and integrity, with sound judgment operating in a newly-defined, ambiguous role
- Strong interpersonal and communication skills, with the ability to bring both technical and non-technical stakeholders along on a change-management journey
