Financial Planning & Analysis Manager/Senior Financial Analyst, Everlaw

Revenue

$115-185k

Plus Equity

Excel
Google Sheets
Mid and Senior level
San Francisco Bay Area

More information about location

Office located in Oakland, CA

Everlaw

Unified platform for e-discovery and litigation

Open for applications

Everlaw

Unified platform for e-discovery and litigation

201-500 employees

B2BLegalAnalyticsSaaS

Open for applications

$115-185k

Plus Equity

Excel
Google Sheets
Mid and Senior level
San Francisco Bay Area

More information about location

Office located in Oakland, CA

201-500 employees

B2BLegalAnalyticsSaaS

Company mission

To promote justice by illuminating truth.

Role

Who you are

  • You have a Bachelor’s degree
  • You have experience working with large and unstructured datasets to extract insights and suggestions
  • You are familiar with SaaS metrics and financial reporting, ARR, NDR, etc
  • You have at least four years of progressive experience in private and/or public company roles
  • You have strong Google Sheets and/or Microsoft Excel skills You excel at organizing information to put yourself in the best position to weigh alternatives and choose the best course of action to solve problems and improve processes
  • You love learning new things and believe that anything can be accomplished through dedication and hard work
  • You have a positive mindset and truly believe that obstacles are simply opportunities in disguise

What the job involves

  • Everlaw is looking for a Senior Financial Analyst - Revenue to join our Finance team
  • As a key member of the FP&A Team, you’ll be responsible for planning and forecasting revenue, analyzing customer data, reporting top-line metrics, and supporting GTM teams
  • You will also work across Finance on month end close processes to enhance our workflow and systems in line with company growth
  • This role will actively participate in annual budgeting, planning, and our rolling forecast
  • Reporting to the Director of FP&A, you’ll have the opportunity to roll up your sleeves to help scale an organization that is doing meaningful work in the industry, valuing truth and helping our users discover it
  • Own 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 forecast accuracy and cost of acquisition efficiency
  • Report on top-line unit economics and (SaaS) metrics to senior leadership, providing insightful discussion on emerging trends
  • Work closely with Enterprise Systems to design and map revenue activity to support revenue modeling, analysis, and overall reporting
  • Lead the development of revenue models in our Adaptive 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 to support ad hoc analysis
  • Support ad hoc modeling and reporting requests

Our take

Everlaw builds technology to help corporations, law firms and government entities solve the toughest problems in the legal industry. The company's platform includes features to help speed up legal work, freeing up time to be spent on more value-add activities. Everlaw’s clients include 8 of the top 10 class action firms in the US and is used by state attorneys general in every state in the US.

The legaltech space is growing fast. It's a big industry where a lot of money is spent, but it has been largely untouched by technology until recently, leaving a big opportunity. The company expanded to Australia and New Zealand following a partnership with Australian e-discovery provider Adio.

Everlaw has also been testing ChatGPT since it launched as it has accelerated development and integration of of generative AI. The company is also pursuing growth for its Everlaw for Good Program, seen at the 2024 Equal Justice Conference in Detroit, appointing its first program director, enhancing its generative AI offerings, and increasing investment to dismantle barriers to justice for low-income Americans and marginalised communities in need of legal representation.

Steph headshot

Steph

Company Specialist

Insights

Top investors

Some candidates hear
back within 2 weeks

45% female employees

2% employee growth in 12 months

Company

Funding (last 2 of 6 rounds)

Nov 2021

$202m

SERIES D

Mar 2020

$62m

SERIES C

Total funding: $298.6m

Company benefits

  • Mind & Body - Everlaw cares about the whole person, and that is underscored by our health care plan. Everlaw offers employees and their dependents private health insurance which covers 100% of employee health insurance premiums and 60% of dependent premiums.
  • Investing in Your Future - Everlaw believes in building for the long-term – for both our product and our employees. Everlaw enrolls employees in a pension fund upon hire where employees contribute 4% of their salary with a company match of 4%. An additional 1% comes from the UK government in the form of tax relief.
  • Family Bonding - Everlaw supports growing families by ensuring employees receive 100% of their salary for up to 10 weeks for family-bonding leave, in addition to 8 weeks of fully paid leave for birthing parents.
  • Everlawlidays and More - When you have a group of highly skilled, highly driven truth-finders, it’s important to build in breaks for recharging. Everlaw offers employees 20 days of paid holiday per calendar year in addition to the eight public holidays in England and Wales. Everlaw also recognises four ‘Everlawlidays’ that are designated days off for the whole company. Upon their fourth work anniversary, employees are upgraded to 23 days of holiday and to 27 days on their seventh work anniversary.
  • On-Site Lunches and Snacks - Enjoy delicious daily catered lunches and sample the rotating snack and beverage selections in our London office.
  • Never Stop Learning - We are committed to Everlawyers’ professional growth and encourage employees to pursue the right learning and development opportunities for wherever they are in their journey. With an annual Learning & Development stipend of £1,600, Everlawyers can attend conferences, obtain certifications, join classes and meet with career coaches.
  • Giving Back - We are committed to supporting our local communities so we build in time for you to give back. In addition to time off for company-sponsored volunteer events, employees get four paid hours per quarter to volunteer at any charity recognised by the HMRC.
  • Creating Community - Everlaw is filled with empowered, passionate problem solvers who like to have fun. From team dinners to holiday parties, Everlaw hosts optional company-wide bonding events regularly. Additionally, each department is given a monthly budget for activities and events planned by you and your colleagues. Events have included go-karting, escape rooms, trapeze classes and intramural sports.

Company values

  • Set our own bar
  • Egoless communication and mutual respect
  • Respect for users
  • Process-driven growth
  • Attention to detail

Company HQ

Downtown, Oakland, CA

Leadership

Previously a Senior Software Engineer at TheFind (acquired by Facebook).

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