FP&A Manager / Senior Financial Analyst - Revenue

$115,000 - $155,000/Yr

Everlaw - Oakland, CA

Full-time - Mid Level

Remote - Oakland, CA

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Everlaw is seeking a Senior Financial Analyst - Revenue or FP&A Manager to join our Finance team. This role is crucial for planning and forecasting revenue, analyzing customer data, and supporting go-to-market (GTM) teams. The successful candidate will work closely with the FP&A team on month-end close processes, annual budgeting, and rolling forecasts, contributing to the company's growth and mission to promote justice by illuminating truth.

Responsibilities

• Own revenue model; including development, ongoing enhancements and maintenance to drive accuracy
• Proactively mine customer data to analyze behavior to provide key insights to management
• Work closely with GTM to improve bookings forecast accuracy and cost of acquisition efficiency
• Report on top-line unit economics and (SaaS) metrics to senior leadership
• Work closely with Enterprise Systems to design and map revenue activity
• Lead the development of revenue models in our Adaptive 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 to support ad hoc analysis
• Support ad hoc modeling and reporting requests

Requirements

• Bachelor's degree
• Experience working with large and unstructured datasets
• Familiarity with SaaS metrics and financial reporting (ARR, NDR, etc.)
• At least four years of progressive experience for Sr. Financial Analyst or at least seven years for FP&A Manager
• Strong Google Sheets and/or Microsoft Excel skills
• Ability to organize information effectively to solve problems and improve processes
• Positive mindset and a belief in overcoming obstacles through dedication and hard work
• Authorized to work in the United States

Benefits

• Equity program
• 401(k) retirement plan with company matching
• Health, dental, and vision insurance
• Flexible Spending Accounts for health and dependent care expenses
• Paid parental leave
• Approximately 10 days (80 hours) per year of sick leave
• Seventeen paid vacation days plus 11 federal holidays
• Membership to Modern Health for mental health and wellness
• Annual allocation for Learning & Development opportunities
• Company-sponsored life and disability insurance
• Flexible work-from-home days on Tuesdays and Fridays
• Monthly home internet reimbursement
• Select your preference of hardware (Mac or PC) and customize your desk setup
• Daily catered lunches and a variety of snacks and beverages in the office
• Time off for company-sponsored volunteer events
• 4 paid hours per quarter to volunteer at a charitable organization of your choice