Munich Re US | Strategic Finance Manager, AI & Forecasting

What you’ll do

• Simply put, wherever you find small businesses, you’ll find ERGO NEXT.
• We're looking for a Strategic Finance Manager, AI & Forecasting to help lead this transformation: someone with strong core strategic finance fundamentals who is equally excited to redesign forecasting, planning, and reporting workflows around AI/LLM-based tools rather than layering AI on top of legacy spreadsheet processes.
• If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information.
• The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed.
• Lead the redesign of the topline revenue forecasting process from the ground up, using AI/LLM-based tools and workflows in place of legacy manual, spreadsheet-driven approaches.
• 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.
• Drive long-range and annual planning process while building repeatable, AI-assisted modeling and reporting frameworks.
• Partner cross-functionally to define and automate KPI tracking, using AI to surface insights and recommendations faster than traditional analysis allows.
• Prepare Board materials and executive presentations, incorporating AI-generated analysis and scenario modeling to sharpen the narrative.
• Act as an internal champion and educator for AI adoption within Finance, documenting playbooks and mentoring team members as new tools and workflows are rolled out.
• Reporting to the Head of Revenue & Growth FP&A, this is a high-visibility, high-impact role at the intersection of strategic finance and applied AI, with the mandate to define what 'AI-native FP&A' looks like at ERGO NEXT.

Requirements

• 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 (e.g., 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.
• Strong interpersonal and communication skills, with the ability to bring both technical and non-technical stakeholders along on a change-management journey.

Munich Re US

Munich Re US is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Munich Re is a leading global provider of reinsurance, primary insurance and insurance-related risk solutions."

Its finance, accounts, audit and tax openings in India are mostly in New York, Princeton, Amelia and Palo Alto.

• Industry: BFSI / Investments / Insurance