Revenue & FP&A Lead - Forecasting, Modeling & Growth

Requirements

• We’re excited for you to learn, grow, and contribute right away! We trust that you’ll bring experience and knowledge that will uplift and uplevel the team, but we don’t expect you to know everything on Day 1
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• Bachelor's degree in Finance, Accounting, or Statistics
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• 5+ years of experience in financial analyst/manager role supporting the planning, analysis, budgeting, forecasting and management reporting preferably in Tech/SaaS industry
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• Excel/G-sheet (modeling advanced-level)
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• Working knowledge of management planning applications (Adaptive planning and/or similar tools)
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• You are authorized to work in the United States without restrictions. Please not that at this time, Everlaw is not sponsoring employment visas for this role

• As a key member of the FP&A Team, you’ll be responsible for the revenue modeling including: planning and forecasting revenue, analyzing customer data, and analyzing and reporting revenue related metrics
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• The role will support enhancing our revenue modeling and curating data to support its development
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• This role will actively lead the annual budgeting cycle and our quarterly rolling forecast supporting revenue
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• Reporting to the Vice President of FP&A, you’ll have the opportunity to contribute directly to the scaling of the FPA team
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• 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. [And you’ll spend meaningful time getting to know your direct reports and discover what excites and challenges them.]
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• Own our revenue model, including development, ongoing enhancements and maintenance to drive accuracy
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• Proactively mine customer data to analyze behavior to provide key insights to management as well as how we can better model our revenue
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• Work closely with GTM to improve our bookings and customer expansion forecast accuracy
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• Report on top-line unit economics and metrics to senior leadership, providing insightful discussion on emerging trends
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• Work closely with Enterprise Technology Team to design and map revenue activity to support revenue modeling, analysis, and reporting
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• Lead the development of integrating revenue models in Adaptive, our Financial Planning application
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• Assist with the preparation of materials for the Board and company leadership
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• Understand, participate in, and help streamline month end close processes
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• Partner with GTM Strategy & Operations team and executive leadership to support ad hoc analysis and modeling
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• Financial Modeling:
  Develop and maintain complex financial models to support specifically in building our revenue models
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• Planning & Forecast:
  Support the annual planning and quarterly forecast processes ensuring timeliness and accuracy in revenue
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• Analysis & Reporting:
  Analyze revenue data to identify trends, risks, and opportunities and support reporting key business metrics driven by revenue
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• Cross-Functional Collaboration:
  
  Work with various departments to support the revenue modeling and related financial plans
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• Financial Systems:
  Support the implementation of new systems that help better structure revenue data and model customer behavior