About The Position

Aderant is a global industry-leading software company that provides comprehensive business management solutions for law firms and other professional services organizations, aiming to help them run a better business. The company is driven by a collective desire to innovate within the legal industry. With over 2,500 clients worldwide, including 95 of the top AmLaw 100 firms, Aderant is transforming the perception of the legal sphere by fostering a culture that embraces new ideas and technology. The company emphasizes its core values, represented by the "A" in Aderant, which signifies its foundational purpose of serving clients and achieving success through innovation, collaboration, and personal growth. Aderant encourages its diverse teams to bring their full selves to work, recognizing that its people are its strength. The company is seeking a highly analytical and detail-oriented FP&A Business Partner to support its R&D and Product organizations. In this role, the individual will serve as the primary finance partner to Product Management, R&D, and Cloud Ops leaders, offering financial insights to guide product investment decisions, resource planning, and long-term strategy. Key responsibilities include budgeting, forecasting, and performance analysis for product development initiatives, translating complex financial data into clear, actionable insights. The ideal candidate should possess a strong FP&A background, experience collaborating with non-finance stakeholders, and an interest in the intersection of product strategy, resourcing, and financial outcomes.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3–5 years of experience in FP&A, corporate finance, or a related analytical role.
  • Strong financial modeling, forecasting, and variance analysis skills.
  • Advanced Excel skills, including PivotTables, lookup functions, and scenario modeling.
  • Strong communication skills with the ability to translate financial data for non-finance audiences.
  • Ability to manage multiple priorities in a fast-paced, evolving environment.

Nice To Haves

  • Experience in a SaaS, technology, or product-driven business.
  • Experience partnering with Product, Engineering, or R&D teams is preferred.
  • Familiarity with product development or Agile methodologies.
  • Experience with FP&A tools such as Adaptive, Anaplan, or similar platforms.
  • Experience with Power BI, Tableau, or other data modeling/dashboarding tools

Responsibilities

  • Own budgets, forecasts, and long-range plans for R&D, Cloud Ops, and Product teams.
  • Partner with functional leaders to understand headcount plans, project timelines, and investment priorities.
  • Track actuals versus plan and explain variances with clear operational and financial drivers.
  • Serve as a trusted finance advisor to Product and Engineering leadership.
  • Support financial business cases for new product initiatives, feature development, and tooling investments.
  • Analyze ROI, cost drivers, and tradeoffs related to product development and roadmap decisions.
  • Develop and maintain management reporting and dashboards for R&D and Product performance.
  • Partner with Product and R&D leaders to align operational KPIs (delivery velocity, roadmap execution, etc.) with financial outcomes and investment performance.
  • Provide insights on spend efficiency, productivity trends, and investment outcomes.
  • Prepare executive-level summaries and presentations highlighting key risks, opportunities, and recommendations.
  • Support annual planning, quarterly forecast cycles, and multi-year product investment planning.
  • Analyze historical trends and partner with Product and Engineering to refine forward-looking assumptions.
  • Improve forecast accuracy through better cost visibility and planning discipline.
  • Partner closely with Accounting on accruals and expense classification where applicable.
  • Collaborate with FP&A peers to improve planning processes, reporting consistency, and analytical rigor.
  • Leverage FP&A systems and tools to automate reporting and scale insights.
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