Senior Financial Analyst - SaaS

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Net Documents 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.

Net Documents 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.

• Two-time winner (2024, 2023) National Top Workplaces
• Two-time winner (2024, 2023) Top Workplace innovation
• Three-time winner (2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune
• Three-time winner (2023, 2022, 2021) Best Companies to Work for by Utah Business magazine
• Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility
• 2024 Technology Industry
• 2023 Top Workplace Purpose & Values
• 2022 Top Workplace Employee Appreciation and Employee Well Being

Net Documents is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!

Net Documents is seeking a Sr. Financial Analyst. This role will report to the FP&A Director, GTM and will be a trusted business partner owning budgeting and forecasting processes. The person in this role will have significant exposure to the Finance leadership and other senior leaders of Net Documents as well. The Sr. Financial Analyst will be a critical member of Net Documents’ FP&A team, driving the Finance organization day to day and providing insight and analysis to inform decision making and support the growth in our business.

The ideal candidate will have proven success in partnering cross-departmentally and at least 5 years of relevant experience in investment banking, private equity, or corporate FP&A.

• Act as the trusted business advisor to the functional budget owners to understand revenue and expense forecasts and inputs during the monthly, quarterly, and annual budget and continuous forecasting processes
• Maintain all company forecasts, including short-term and long-term financial and KPI projections
• Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including data analysis and interpretation to understand and explain key drivers of results and preparation of monthly reports and quarterly Board of Directors reports
• Analyze financial results, distill key trends, assess current and future risks, and present key insights to senior leadership
• Create and maintain variety of corporate metrics, dashboards, and reports to drive insight and action and support internal and external stakeholders
• Extract incremental value out of existing systems and help implement new systems to support forecasting and data analysis requirements
• Partner with sales and marketing organizations to develop new reporting to support go-to-market strategies
• Manage projects with stakeholders to make data-driven decisions on topics including:
• Forecasting
• General process improvement
• Various sales & marketing ad hoc reporting
• Other duties as assigned

• BS/BA in Finance, Accounting, Economics, Mathematics or equivalent practical experience. MBA preferred but not required
• 5+ years of relevant experience including investment banking, private…