FP&A Manager

Everlaw•Oakland, CA

8d•Hybrid

About The Position

Everlaw’s mission is to promote justice by illuminating truth. We believe that justice is served by truth, and our platform helps users discover it. Cloud-native and AI-powered, Everlaw is revolutionizing the way law firms, government agencies, and corporate legal departments handle mountains of digital data for internal investigations, ediscovery, and case preparation. We’re growing rapidly and looking for passionate people to join us on the next phase of this incredible journey! 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 FPA 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. At Everlaw, we are deeply invested in pursuing the truth, for our clients and for our employees. We know that when you’re empowered to pursue your passions, it is reflected in the work. That’s why we’re committed to the professional growth of all our team members, offering an annual learning and development stipend and regular career check-ins with managers. If you’re looking for a place that values passion, integrity, and a desire to learn, we’d love to hear from you! We help law firms, government agencies, and corporations sift through millions of documents of evidence in big lawsuits and investigations to find the proverbial smoking gun (or needle in the haystack -- pick your metaphor). It's a multi-billion dollar space typically dominated by service-oriented vendors, and we're coming at it with cutting-edge technology and elegant design. It's working, and we've been growing very rapidly: we host hundreds of terabytes of data and work with all 50 state Attorneys General and hundreds of law firms on some of the most high-profile cases litigated today.

Requirements

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.
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

Responsibilities

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.

Benefits

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
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”