Everlaw

FP&A Manager

Everlaw • $145K — $183K *
Oakland, CA 94601In-Person
Information Technology
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or Statistics
  • 5+ years in financial analyst/manager role in Tech/SaaS industry
  • Advanced Excel/G-sheet modeling skills
  • Experience with management planning applications like Adaptive
  • Authorized to work in the US without restrictions, no visa sponsorship available.

Responsibilities

  • Own revenue model development and maintenance for accuracy
  • Mine and analyze customer data to provide insights
  • Collaborate with GTM to enhance bookings and expansion forecasts
  • Report unit economics to senior leadership, highlighting trends
  • Work with Enterprise Technology Team to map revenue activities
  • Lead revenue model integration into Adaptive planning
  • Prepare materials for Board and company leadership meetings
  • Assist in streamlining month-end close processes
  • Support ad hoc analysis alongside GTM Strategy & Operations.

Benefits

  • Equity program
  • 401(k) retirement plan with company matching
  • Health, dental, and vision coverage
  • Flexible Spending Accounts for health and dependent care
  • Paid parental leave and sick leave
  • 17 paid vacation days plus 11 federal holidays
  • Membership to Modern Health for mental health support
  • Annual budget for Learning & Development and professional dues
  • Company-sponsored life and disability insurance
  • Additional benefits and perks under review for future listing.
Full Job Description
As a key member of the FP&A Team, you'll be responsible for the revenue modeling including: planning and forecasting revenue, analyzing customer data, and analyzing and reporting revenue related metrics. The role will support enhancing our revenue modeling and curating data to support its development. This role will actively lead the annual budgeting cycle and our quarterly rolling forecast supporting revenue. Reporting to the Vice President of FP&A, you'll have the opportunity to contribute directly to the scaling of the FP&A team. Getting started
  • We want you to feel like part of the team early on! Our onboarding process will integrate you into the company with informative sessions on our product, policies, processes, and team structure and goals. [And you'll spend meaningful time getting to know your direct reports and discover what excites and challenges them.]
  • We're excited for you to learn, grow, and contribute right away! We trust that you'll bring experience and knowledge that will uplift and uplevel the team, but we don't expect you to know everything on Day 1.
In your role, you'll...
  • Own our revenue model, including development, ongoing enhancements and maintenance to drive accuracy.
  • Proactively mine customer data to analyze behavior to provide key insights to management as well as how we can better model our revenue.
  • Work closely with GTM to improve our bookings and customer expansion forecast accuracy.
  • Report on top-line unit economics and metrics to senior leadership, providing insightful discussion on emerging trends.
  • Work closely with Enterprise Technology Team to design and map revenue activity to support revenue modeling, analysis, and reporting.
  • Lead the development of integrating revenue models in Adaptive, our Financial Planning application.
  • Assist with the preparation of materials for the Board and company leadership.
  • Understand, participate in, and help streamline month end close processes.
  • Partner with GTM Strategy & Operations team and executive leadership to support ad hoc analysis and modeling.
Skills:
  • Financial Modeling: Develop and maintain complex financial models to support specifically in building our revenue models
  • Planning & Forecast: Support the annual planning and quarterly forecast processes ensuring timeliness and accuracy in revenue.
  • Analysis & Reporting: Analyze revenue data to identify trends, risks, and opportunities and support reporting key business metrics driven by revenue
  • Cross-Functional Collaboration: Work with various departments to support the revenue modeling and related financial plans
  • Financial Systems: Support the implementation of new systems that help better structure revenue data and model customer behavior
About you
  • Bachelor's degree in Finance, Accounting, or Statistics.
  • 5+ years of experience in financial analyst/manager role supporting the planning, analysis, budgeting, forecasting and management reporting preferably in Tech/SaaS industry
  • Excel/G-sheet (modeling advanced-level)
  • Working knowledge of management planning applications (Adaptive planning and/or similar tools)
  • You are authorized to work in the United States without restrictions. Please not that at this time, Everlaw is not sponsoring employment visas for this role.
Benefits
  • The expected salary range for this role is between $145,000 - $183,000. The final offered salary will be dependent upon many factors including the candidate's experience and skills. The base pay range is subject to change in the future.
  • Equity program
  • 401(k) retirement plan with company matching
  • Health, dental, and vision
  • Flexible Spending Accounts for health and dependent care expenses
  • Paid parental leave and approximately 10 days (80 hours) per year of sick leave
  • Seventeen paid vacation days plus 11 federal holidays
  • Membership to Modern Health to help employees prioritize mental health and wellness
  • Annual allocation for Learning & Development opportunities and applicable professional membership dues
  • Company-sponsored life and disability insurance
  • Find out more about our Benefits and Perks
Perks
  • Work in Downtown Oakland, just steps from the BART line and dozens of restaurants
  • You will get a powerful Linux laptop and be able to customize your desk setup
  • Bond over team lunches and out-of-the-box events
  • Ranked "#1 on G2 for Ediscovery Software and Momentum" and we offer free eDiscovery resources to benefit the greater societal good with Everlaw for Good
  • Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice
  • Take advantage of learning and career development opportunities
  • Ranked #9 on Glassdoor's Best Places to Work 2023 for US small and medium companies
  • One of Wealthfront's 2021 Career Launching Companies, and ranked #2 on the "2022 Bay Area Best Places to Work" list by the San Francisco Business Times and the Silicon Valley Business Journal
  • One of Fast Company's World's Most Innovative Companies for 2022 and proud contributor of free ediscovery resources to benefit the greater good through "Everlaw for Good"
  • #LI-MN2
  • #LI-Hybrid

About Everlaw

Everlaw is a legal technology company that provides cloud-based litigation software for law firms, corporate counsels, and government attorneys. The company's platform enables users to upload, review, and analyze large volumes of documents and data in a secure and collaborative environment. Everlaw's software includes features such as predictive coding, data visualization, and real-time collaboration tools. The company was founded in 2010 and is headquartered in Berkeley, California.
Learn more about Everlaw
Size
200 employees
Industry
Legal & Accounting
Founded
2010
* Ladders Estimates

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