Senior Financial Analyst

Everlaw; Michigan; Hybrid; USD 120,000 - 152,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Hybrid work schedule

Professional development budget

Home internet reimbursement

Catered meals / snacks

Job summary

Everlaw is seeking an experienced FP&A professional to own revenue and ARRR forecasting models, turning complex data into actionable insights for strategic planning. The role sits at the intersection of FP&A, GTM, accounting, and technology, with exposure to monthly/quarterly reporting and budgeting in a fast SaaS environment.

You will analyze variances, partner with Finance and RevOps to reinforce data quality, and contribute to executive and board materials.

Qualifications

• Minimum 3 years in FP&A, revenue finance, or financial analysis with SaaS revenue metrics.
• Strong financial modeling skills in Excel or Sheets; automate and transparent models.
• Ability to reconcile data from multiple sources and explain drivers clearly.

Responsibilities

• Own revenue and ARRR forecasting models to improve accuracy and reporting workflows.
• Deliver monthly and quarterly ARRR, expansions, renewals, churn, and cohort metrics.
• Analyze variances vs forecasts and explain drivers to leadership.
• Collaborate with Accounting, RevOps, and Enterprise Tech to validate inputs and controls.
• Support annual budgeting and rolling forecasts with well-documented assumptions.

Skills

FP&A

Revenue forecasting

Financial modeling

Data analysis

Cross-functional collaboration

Communication of financial concepts

Tools

Excel/Google Sheets

Adaptive Planning

NetSuite

Salesforce

Looker

Tableau

Snowflake

SQL

Job description

The Role

You'll own the revenue and Annual Revenue Run Rate (ARRR) models that power Everlaw’s top-line forecasting, bringing clarity and speed to our business planning and operating visibility. Sitting at the intersection of FP&A, GTM, Accounting, and Enterprise Technology, you will turn complex customer and contract data into clear financial models, variance analyses, and actionable insights that support strategic decisions across the company.

This is a full-time, exempt position based in our Oakland, CA office with a hybrid work schedule: in office M/W/Th with the option to work from home on Tu/Fr.

What you'll do

• Build, refine, and automate Everlaw’s revenue and ARRR forecasting models to improve accuracy, scalability, and recurring reporting workflows.

• Deliver monthly and quarterly reporting on ARRR, expansions, renewals, churn, customer cohorts, and key revenue metrics.

• Analyze actual financial results against forecasts and plans, investigating material variances to their root causes and explaining key drivers to leadership.

• Partner with Accounting, RevOps, and Enterprise Technology to reconcile revenue data, validate inputs, and strengthen underlying data structures and controls.

• Support annual budgeting, quarterly rolling forecasts, and executive and Board reporting with well-documented assumptions and timely financial materials.

About You

• You have at least 3 years of experience in FP&A, revenue finance, or financial analysis, ideally supporting revenue planning or recurring-revenue metrics in a SaaS environment.

• You bring advanced financial modeling skills in Excel or Google Sheets, with a focus on building transparent, automated, and easy-to-maintain models.

• You are an analytical problem solver who can navigate complex customer and contract data, investigate data issues, and reconcile disparate data sources.

• You communicate complex financial concepts clearly and concisely to both finance and non-finance business partners.

• You thrive in cross-functional environments, managing multiple priorities and recurring deadlines with incomplete or evolving information.

• You are authorized to work in the United States. Please note that at this time, Everlaw is not sponsoring U.S. employment visas for this role.

Bonus points

• Experience with ARR or ARRR reporting, SaaS metrics, or revenue recognition concepts.

• Familiarity with financial planning tools (e.g., Adaptive Planning), ERPs (NetSuite), CRMs (Salesforce), or BI and data warehouse platforms (Looker, Tableau, Snowflake).

• Working knowledge of SQL or data-querying tools.

Think you're missing some of the skills and are hesitant to apply? We do not believe in the 'perfect' candidate and encourage you to apply if you feel you can bring value to our team. We often revisit candidates who may have applied for a different role if something comes up that's a better fit.

The Team — Finance

The Finance team helps steward a strong business through its next stage of sustainable growth. Across accounting, planning, forecasting, reporting, procurement, controls, and financial systems, the team turns complex information into clear insights, dependable processes, and disciplined decisions. This work gives Everlaw the structure and confidence to invest thoughtfully, manage its resources responsibly, and scale without compromising what makes the company special.

Total Rewards & Benefits

The expected salary range for this role is $120,000–$152,000. Final salary depends on factors including the candidate's experience and skills, and the base pay range is subject to change. This role is also eligible for equity and the benefits below.

Health & well-being

• Comprehensive medical, dental, and vision coverage

• Flexible Spending Accounts for health and dependent care expenses

• Membership to Modern Health to support mental health and wellness

• Paid parental leave

• Company-sponsored life and disability insurance

Financial rewards

• Competitive equity grants, so you share in Everlaw's long-term growth

• 401(k) plan with company matching of up to 4% of eligible annual compensation

Growth & everyday perks

• 17 paid vacation days, 11 federal holidays, and paid sick leave

• Four "Everlawlidays" (additional paid company-wide days off) per year

• Annual allocation for learning & development and relevant professional membership dues

• Hybrid work with regular work-from-home days and flexibility for life's logistics

• Monthly home internet reimbursement, plus a stipend for your desk setup

• Catered lunch each workday, plus snacks and company-wide events in our offices

About Everlaw

When a lawsuit or investigation happens, teams must comb through vast amounts of electronic evidence — emails, documents, chats, files — to find what matters. That work is not a side task but the case itself, and where most of the time and money in litigation goes. Everlaw is the litigation and investigation management platform changing that, using AI to turn mountains of messy data into the handful of facts that win or lose a case, compressing weeks of work into hours.

We're the kind of place that's ranked #1 on G2 in our category and named a Great Place to Work by our own team. So if you want a front row seat to an industry in transformation, career-defining work you'll be proud to tell people about, and real upside at a company in control of its own destiny, we'd love to get to know you.

• #LI-MN2
• #LI-Hybrid

At Everlaw, you'll shape how AI re-wires the legal industry, at a category-leading business built on a mission to illuminate the truth.

Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/​expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns. It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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When preparing to engage with Everlaw as a candidate, you may use AI tools for research, polishing application materials, and interview prep. However, any assessments (unless explicitly stated), remote interviews or live interviews must be completed independently without AI support. By submitting your application, you agree to adhere to these rules. Here's the link to our full policy, and please reach out with any questions!

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