FP&A Manager

About the role

You will own the end-to-end revenue modeling lifecycle for Everlaw, designing and maintaining the financial models that predict booking and revenue outcomes. You will proactively mine customer data to analyze behavior and derive key insights that inform management strategy and improve revenue accuracy. This role will lead the annual budgeting cycle and the quarterly rolling forecast specifically for revenue, driving alignment and accountability across the business. You will work closely with the GTM organization to refine bookings forecasts and enhance customer expansion modeling. Reporting directly to the Vice President of FP&A, you will provide insightful reporting on top-line unit economics and emerging trends to senior leadership. You will partner with the Enterprise Technology team to ensure revenue activity is accurately mapped and integrated into financial systems. Additionally, you will lead the development and ongoing enhancements of revenue models within Adaptive, our Financial Planning application. You will assist in preparing materials for the Board and executive leadership, ensuring clarity and precision in financial storytelling.

Key facts

What you'll do

• Own the development, maintenance, and ongoing enhancements of our revenue model to drive accuracy and reliability.
• Proactively mine customer data to analyze behavioral patterns and provide key insights to management for revenue modeling.
• Work closely with GTM to improve bookings forecast accuracy and customer expansion modeling across the business.
• Report on top-line unit economics and metrics to senior leadership, providing insightful discussion on emerging trends and variances.
• Work closely with the Enterprise Technology Team to design, map, and validate revenue activity in support of modeling and reporting.
• Lead the development of integrating revenue models into Adaptive, our Financial Planning application, ensuring scalability and performance.
• Assist with the preparation of materials for the Board and company leadership, including financial analyses and presentations.
• Understand, participate in, and help streamline month-end close processes related to revenue recognition and forecasting.
• Partner with the GTM Strategy & Operations team and executive leadership to support ad hoc analysis and complex modeling initiatives.
• Drive the accuracy and usability of revenue-related data structures within our financial systems.
• Collaborate cross-functionally to ensure alignment between revenue models, product usage, and sales compensation plans.
• Translate complex financial concepts into clear narratives for both technical and non-technical stakeholders.
• Monitor the performance of revenue models against actuals and recommend improvements based on variance analysis.
• Support special projects that require deep financial analysis and modeling expertise to support strategic decisions.

Requirements

• Bachelor's degree in Finance, Accounting, or Statistics.
• 5+ years of experience in financial analyst/manager role supporting planning, analysis, budgeting, forecasting, and management reporting.
• Preferably gained in Tech/SaaS industry environments.
• Advanced-level proficiency in Excel and Google Sheets for complex modeling and data analysis.
• Working knowledge of management planning applications such as Adaptive planning or similar tools.
• You are authorized to work in the United States without restrictions.
• At this time, Everlaw is not sponsoring employment visas for this role.
• Experience with revenue modeling and financial systems implementation is required.
• Strong understanding of SaaS metrics, booking pipelines, and unit economics is essential.
• Demonstrated ability to manage multiple priorities in a fast-paced, growth-stage environment.
• Excellent communication skills, both written and verbal, for interacting with leadership and cross-functional partners.
• Detail-oriented mindset with strong analytical and problem-solving capabilities.
• Commitment to maintaining data integrity and transparency in financial reporting.
• Experience with forecasting methodologies and rolling forecast processes is mandatory.

Nice to have

• Experience with cloud-native platforms and data-driven financial modeling.
• Familiarity with legal industry billing models and revenue structures.
• Background in implementing or optimizing financial planning systems.
• Knowledge of Everlaw products and the ediscovery/matter management landscape.
• Experience mentoring junior analysts or contributing to process documentation.

Practical notes

• This role is based in Oakland, California, United States.
• Employment authorization is required for this position.
• Everlaw does not sponsor work visas for this role at this time.
• The expected salary range for this role is between $145,000 - $183,000. The final offered salary will be dependent upon many factors including the candidate's experience and skills. The base pay range is subject to change in the future.