About The Position

Aderant 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 act as the primary finance partner to Product Management, R&D, and Cloud Ops leaders, providing financial insights to support product investment decisions, resource planning, and long-term strategy. The responsibilities include budgeting, forecasting, and performance analysis across product development initiatives, translating complex financial data into clear, actionable insights. The ideal candidate will possess a strong FP&A foundation, experience partnering with non-finance stakeholders, and a curiosity for 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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