Senior Financial Analyst - Sales & Marketing

Everlaw•Oakland, CA

15h•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 will support forecasting and analysis of operating expenses across Sales and Marketing, with a particular focus on sales compensation and marketing investments. You’ll play a critical role in aligning expense forecasts with revenue projections, while partnering closely with Marketing leadership to support planning and forecasting and track performance. Reporting to the Vice President of FP&A, this role is ideal for someone who thrives in a fast-paced environment, enjoys working cross-functionally, and has a strong foundation in financial modeling and data analysis. 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. We’re excited for you to learn, grow, and contribute right away! We trust that you’ll bring industry experience and knowledge that will uplift and uplevel the team, but we don’t expect you to know everything on Day 1.

Requirements

Financial Modeling: Strong experience building models for OpEx forecasting, marketing spend, and sales compensation
Planning & Forecasting: Hands-on experience supporting budgeting and forecasting processes in a dynamic environment
Compensation Analysis: Understanding of sales compensation structures and incentive design
Marketing Finance: Experience partnering with Marketing teams on budgeting, spend tracking, and ROI analysis
Analysis & Reporting: Ability to synthesize complex data into clear, actionable insights
Cross-Functional Collaboration: Effective partner to SalesGTM, Marketing, RevOps, and HR stakeholders
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3–6 years of experience in FP&A, financial analysis, or similar roles
Experience supporting operating expense forecasting and variance analysis (including BvA reporting)
Exposure to sales compensation modeling or strong willingness to learn
Advanced proficiency in Excel or Google Sheets
Experience with financial planning tools (e.g., Adaptive Planning or similar)
You are authorized to work in the United States without restrictions. Please note that at this time, Everlaw is not sponsoring employment visas for this role.

Nice To Haves

Experience in SaaS or high-growth technology companies
Familiarity with sales compensation tools (e.g., Xactly, CaptivateIQ)
Exposure to data warehouse or BI tools (e.g., Snowflake, Looker, Tableau)
Understanding of GTM metrics such as CAC, LTV, pipeline conversion, and marketing ROI
Analytical, detail-oriented, and highly organized mindset

Responsibilities

Own forecasting and analysis of operating expenses across Sales and Marketing functions
Build and maintain detailed models to analyze sales and marketing results & productivity
Partner with Sales, Marketing, RevOps, and People teams to ensure alignment between headcount and revenue forecasts
Collaborate closely with Marketing leadership to develop annual budgets, allocate spend across programs, and evaluate ROI on investments
Track and report monthly and quarterly Budget vs. Actuals (BvA) for Marketing and Sales spend, highlighting key variances and drivers
Analyze headcount, capacity, and productivity drivers to improve expense forecasting accuracy
Support annual planning and quarterly forecasting cycles for Sales and Marketing spend
Evaluate the financial impact of compensation plan changes and Sales and Marketing investment strategies
Prepare and deliver insights on efficiency metrics such as CAC, payback period, and sales and marketing productivity
Assist in preparing materials for executive leadership and Board reporting
Support ad hoc financial analysis and business decision-making across GTM and Marketing

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”