FP&A Senior Analyst, Platform North America

InfoTrack US, Inc.; San Francisco (CA); Hybrid; USD 86,000 - 145,000; Full time

Benefits offered by this job

401(k) Match

Medical/Dental/Vision Insurance

Disability & Life Insurance

PTO 20 days

11 Holidays

Be Me Time

Matching Gift Program

Remote Internet Stipend

Job summary

InfoTrack US, Inc. is seeking a FP&A Senior Analyst, Platform North America, in a hybrid role based in San Francisco. You will support budgeting, forecasting, and performance analysis for North America, partnering with local Controllers and the Global Head of FP&A to align plans with business goals.

The role requires a strong foundation in financial modelling, Excel, and experience with Workday and NetSuite. CPA is preferred and 3+ years of FP&A experience is expected.

Qualifications

• Bachelor’s degree in accounting or finance.
• CPA qualification is preferred.
• 3+ years post-qualification experience in FP&A or corporate finance.
• Experience in technology and/or legal services is a plus.

Responsibilities

• Execute budgeting and forecasting across entities with model updates and consolidation.
• Perform variance analysis against budget and forecast to identify drivers and trends.
• Analyze KPIs (MoM, YTD, trends) and provide structured insights.
• Collaborate with cross‑functional finance and non‑finance stakeholders to maintain data.
• Act as finance contact for operational teams and support local Controllers.
• Partner with local Controllers and Global Head of FP&A for planning and reporting.
• Develop and refine financial models to improve transparency and alignment.
• Provide actionable insights from data and drive ad‑hoc analyses (M&A or IPO readiness).
• Support continuous FP&A process improvements and new planning system implementations.

Skills

Financial modelling

Attention to detail

Stakeholder communication

Cross-functional collaboration

Interpersonal skills

Advanced Excel

Workday Planning

NetSuite

Team player

Education

Bachelor’s degree in accounting/finance

CPA qualified

3+ years post-qualification experience

Tech or legal services experience preferred

Tools

Workday Adaptive Planning/Reporting

NetSuite

Job description

About InfoTrack

InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We're global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.

As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.

About the role

We are seeking a FP&A Senior Analyst, Platform North America, to support financial planning and strategic analysis efforts. As FP&A Senior Analyst, Platform North America, you will support in-country FP&A initiatives. The ideal candidate will possess strong technical grasp of financial/accounting concepts, along with a strong understanding of financial modeling, forecasting, and business analytics. As a self-starter, you will be hands-on, capable of delivering within a high-performing, global team. In this hybrid role, you will report to the Head of FP&A, ATI Global and have a dotted line to local Controllers in the United States and Canada.

This is a hybrid role based out of our office in San Francisco.

Responsibilities

• Reporting & Planning
  • Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities.
  • Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends.
  • Analyze key financial and operational KPIs, providing structured insights (MoM, YTD, trend analysis).
  • Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data.
  • Act as a finance contact for operational teams, bridging financial analysis and business performance.
  • Partner with local Controllers and support Global Head of FP&A with group-level planning, reporting, and performance review across business units.
  • Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers.
  • Dive deeply into financial and non-financial data to become a subject matter expert and provide actionable insights.
  • Support future initiatives such as new planning system implementation, ad-hoc projects including M&A or IPO readiness.
• General & Business Partnering
  • Partner with cross-functional teams to ensure alignment of financial plans with strategic objectives.
  • Support continuous improvement of FP&A processes and tools to increase efficiency, accuracy, and timeliness of financial planning and reporting.
  • Promote a teamwork mentality and proactive problem-solving across the finance function.

Education and Experience:

• Bachelor’s degree in accounting, finance or related field
• CPA qualified
• 3+ years’ post qualification experience in financial planning and analysis, corporate finance (inhouse or advisory) or similar fields
• Experience in Technology and/or legal services industry is preferred but not essential

Knowledge and Skills

• Strong financial modelling skills (budgeting, forecasting, scenario analysis)
• Combining superior attention to detail with ability to present financial information clearly and concisely to senior management and key stakeholders to support business decisions
• Solid understanding of financial reporting and its linkage to FP&A
• Experience working in cross-functional and fast-paced environments
• Strong interpersonal skills for collaborating with different departments and levels within the global organization
• Experience with Workday Adaptive Planning/Reporting and NetSuite
• Advanced Excel skills with the ability to build financial models to support decision-making
• Excellent team player skills

Compensation

The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions, equity, and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications.

Base Pay

$86,200 to $145,395 USD

What Sets InfoTrack apart

At InfoTrack, we’re committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you’re here and supports you when you’re not. We built our benefits package to prove that we’re committed to you having everything you need.

Here is what we offer full-time employees:

• 401(k) Match
• Medical, Dental, & Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums
• Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
• 20 Days of Paid Time Off (PTO)
• 11 Paid Holidays
• “Be Me Time” off for mental health, re-charging, volunteering
• Matching Gift Program
• Monthly Internet Stipend for Remote Employees

Our Commitment

We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.

InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.