Senior Financial Specialist

NetDocuments•Lehi, UT

18h•Hybrid

About The Position

NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. Other recent awards include: Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits Two-time winner (2024, 2023) National Top Workplaces Two-time winner (2024, 2023) Top Workplace Innovation 2025 Remote Work 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! Your opportunity for impact: The Sr. Financial Analyst will be a critical individual contributor on NetDocuments’ FP&A team, serving as the primary financial partner for our Cloud Operations and R&D organizations. This role sits at the intersection of financial planning and cloud cost intelligence — owning the financial story behind our AWS and hosting infrastructure investments, and translating complex technical spend into actionable insights for Engineering Directors, VPs, and senior leadership. This individual will own the financial relationship with Cloud Ops and R&D leadership, lead AWS budgeting and forecasting in partnership with the FinOps team, and deliver reporting and dashboards that drive real business decisions. The ideal candidate combines strong analytical and financial modeling skills with the ability to communicate clearly and confidently at all levels of the organization — from Engineering Managers to the executive team. The ideal candidate is a self-starter with strong problem-solving skills, a collaborative style, and a proven ability to build trust with technical stakeholders.

Requirements

BS/BA in Finance, Accounting, Economics, Mathematics, or related field
3+ years of progressive Financial Analyst experience, ideally within a SaaS or technology company
Experience in a global, public, or private equity-backed environment preferred
Strong financial modeling skills, including expense forecasting, variance analysis, and business case development
Familiarity with cloud cost concepts including AWS Reserved Instances, Savings Plans, cost allocation tagging, and unit economics
Advanced Excel and PowerPoint skills; experience building executive-ready dashboards in Power BI, Tableau, or similar tools
Experience working with ERP and financial planning tools required; NetSuite and Adaptive Insights experience strongly preferred
Exposure to R&D capitalization accounting (ASC 350-40) a plus
Demonstrated ability to translate complex financial and technical data into clear, concise narratives for both technical and non-technical audiences
Comfortable presenting to and influencing Director and VP-level stakeholders independently
Strong cross-functional collaboration skills, particularly with Engineering, DevOps, and Accounting teams
Excellent written and verbal communication skills; able to build trusted relationships across all levels of the organization
Proactive, self-starter mindset with strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment
Ability to handle sensitive financial information with the utmost confidentiality and professionalism

Nice To Haves

Experience with FinOps tools such as AWS Cost Explorer, CloudHealth, Apptio Cloudability, or similar platforms preferred

Responsibilities

Own the financial planning, forecasting, and reporting for AWS and cloud hosting costs in partnership with the FinOps team, serving as the Finance lead on all cloud cost matters
Build and maintain bottoms-up AWS cost forecasts by service, team, and product; track actuals vs. forecast and identify key cost drivers and variances
Develop unit cost economics (e.g., cost per customer, cost per workload) to help Cloud Ops and leadership understand the true financial drivers of the product infrastructure
Analyze AWS cost anomalies and optimization opportunities — including Reserved Instances, Savings Plans, and rightsizing — and track realized savings against targets
Build and maintain cloud cost allocation models that map AWS spend to products, teams, or business units to support Gross Margins by Products, Customers, Segments etc.
Translate complex cloud infrastructure costs into clear, concise financial narratives for non-technical audiences including Engineering Directors, VPs, and senior Finance leadership
Support and maintain FinOps dashboards and KPI scorecards utilizing cloud FinOps tools; continuously improve reporting to deliver more actionable insights
Own the monthly financial review cadence with Engineering, Product and Cloud Ops leadership — prepare materials, present results, and drive follow-through on identified action items
Be actively involved in the monthly close, forecast, and annual planning processes, including related financial reviews with stakeholders
Proactively identify budget risks and opportunities and communicate them to business partners with recommended actions — don’t just report the numbers, explain what they mean
Establish trusted business partnerships with R&D and Cloud Ops organizations; provide analytical support and financial guidance to help inform various business decisions
Develop and maintain financial models and analyses to support new product business cases, investment decisions, and strategic initiatives
Support R&D capitalization analysis and forecasting
Partner with Recruiting and HR to manage, track, and improve headcount reporting and forecasting, including hiring and attrition trend analysis
Work in partnership with the accounting team to consolidate financial results and metrics in support of close processes, including data analysis to explain key drivers of results
Gather and organize data from multiple sources to provide inputs into financial and product business cases
Lead special projects and strategic analyses as prioritized by Finance leadership
Other duties as assigned