Senior Financial Analyst
About The Position
The Role You'll own the revenue and Annual Revenue Run Rate (ARRR) models that power Everlaw’s top-line forecasting, bringing clarity and speed to our business planning and operating visibility. Sitting at the intersection of FP&A, GTM, Accounting, and Enterprise Technology, you will turn complex customer and contract data into clear financial models, variance analyses, and actionable insights that support strategic decisions across the company. This is a full-time, exempt position based in our Oakland, CA office with a hybrid work schedule: in office M/W/Th with the option to work from home on Tu/Fr.
Requirements
- At least 3 years of experience in FP&A, revenue finance, or financial analysis, ideally supporting revenue planning or recurring-revenue metrics in a SaaS environment.
- Advanced financial modeling skills in Excel or Google Sheets, with a focus on building transparent, automated, and easy-to-maintain models.
- Analytical problem solver who can navigate complex customer and contract data, investigate data issues, and reconcile disparate data sources.
- Ability to communicate complex financial concepts clearly and concisely to both finance and non-finance business partners.
- Ability to thrive in cross-functional environments, managing multiple priorities and recurring deadlines with incomplete or evolving information.
- Authorized to work in the United States.
- Everlaw is not sponsoring U.S. employment visas for this role.
Nice To Haves
- Experience with ARR or ARRR reporting, SaaS metrics, or revenue recognition concepts.
- Familiarity with financial planning tools (e.g., Adaptive Planning), ERPs (NetSuite), CRMs (Salesforce), or BI and data warehouse platforms (Looker, Tableau, Snowflake).
- Working knowledge of SQL or data-querying tools.
Responsibilities
- Build, refine, and automate Everlaw’s revenue and ARRR forecasting models to improve accuracy, scalability, and recurring reporting workflows.
- Deliver monthly and quarterly reporting on ARRR, expansions, renewals, churn, customer cohorts, and key revenue metrics.
- Analyze actual financial results against forecasts and plans, investigating material variances to their root causes and explaining key drivers to leadership.
- Partner with Accounting, RevOps, and Enterprise Technology to reconcile revenue data, validate inputs, and strengthen underlying data structures and controls.
- Support annual budgeting, quarterly rolling forecasts, and executive and Board reporting with well-documented assumptions and timely financial materials.
Benefits
- Comprehensive medical, dental, and vision coverage
- Flexible Spending Accounts for health and dependent care expenses
- Membership to Modern Health to support mental health and wellness
- Paid parental leave
- Company-sponsored life and disability insurance
- Competitive equity grants, so you share in Everlaw's long-term growth
- 401(k) plan with company matching of up to 4% of eligible annual compensation
- 17 paid vacation days, 11 federal holidays, and paid sick leave
- Four "Everlawlidays" (additional paid company-wide days off) per year
- Annual allocation for learning & development and relevant professional membership dues
- Hybrid work with regular work-from-home days and flexibility for life's logistics
- Monthly home internet reimbursement, plus a stipend for your desk setup
- Catered lunch each workday, plus snacks and company-wide events in our offices
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
