Senior Financial Analyst - Sales & Marketing

Senior Financial Analyst - Sales & Marketing

Oakland, California, United States

Everlaw's mission is to promote justice by illuminating truth. We believe that justice is served by truth, and our platform helps users discover it. Cloud-native and AI-powered, Everlaw is revolutionizing the way law firms, government agencies, and corporate legal departments handle mountains of digital data for internal investigations, ediscovery, and case preparation. We're growing rapidly and looking for passionate people to join us on the next phase of this incredible journey!

As a key member of the FP&A team, you will support forecasting and analysis of operating expenses across Sales and Marketing, with a particular focus on sales compensation and marketing investments. You'll play a critical role in aligning expense forecasts with revenue projections, while partnering closely with Marketing leadership to support planning and forecasting and track performance.

Reporting to the Vice President of FP&A, this role is ideal for someone who thrives in a fast-paced environment, enjoys working cross-functionally, and has a strong foundation in financial modeling and data analysis.

Getting Started

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.

We're excited for you to learn, grow, and contribute right away! We trust that you'll bring industry experience and knowledge that will uplift and uplevel the team, but we don't expect you to know everything on Day 1.

In Your Role, You'll...

• Own forecasting and analysis of operating expenses across Sales and Marketing functions
• Build and maintain detailed models to analyze sales and marketing results & productivity
• Partner with Sales, Marketing, RevOps, and People teams to ensure alignment between headcount and revenue forecasts
• Collaborate closely with Marketing leadership to develop annual budgets, allocate spend across programs, and evaluate ROI on investments
• Track and report monthly and quarterly Budget vs. Actuals (BvA) for Marketing and Sales spend, highlighting key variances and drivers
• Analyze headcount, capacity, and productivity drivers to improve expense forecasting accuracy
• Support annual planning and quarterly forecasting cycles for Sales and Marketing spend
• Evaluate the financial impact of compensation plan changes and Sales and Marketing investment strategies
• Prepare and deliver insights on efficiency metrics such as CAC, payback period, and sales and marketing productivity
• Assist in preparing materials for executive leadership and Board reporting
• Support ad hoc financial analysis and business decision-making across GTM and Marketing

Core Skills

• Financial Modeling: Strong experience building models for OpEx forecasting, marketing spend, and sales compensation
• Planning & Forecasting: Hands-on experience supporting budgeting and forecasting processes in a dynamic environment
• Compensation Analysis: Understanding of sales compensation structures and incentive design
• Marketing Finance: Experience partnering with Marketing teams on budgeting, spend tracking, and ROI analysis
• Analysis & Reporting: Ability to synthesize complex data into clear, actionable insights
• Cross-Functional Collaboration: Effective partner to SalesGTM, Marketing, RevOps, and HR stakeholders

About You

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 36 years of experience in FP&A, financial analysis, or similar roles
• Experience supporting operating expense forecasting and variance analysis (including BvA reporting)
• Exposure to sales compensation modeling or strong willingness to learn
• Advanced proficiency in Excel or Google Sheets
• Experience with financial planning tools (e.g., Adaptive Planning or similar)
• You are authorized to work in the United States without restrictions. Please note that at this time, Everlaw is not sponsoring employment visas for this role.

Pluses

• Experience in SaaS or high-growth technology companies
• Familiarity with sales compensation tools (e.g., Xactly, CaptivateIQ)
• Exposure to data warehouse or BI tools (e.g., Snowflake, Looker, Tableau)
• Understanding of GTM metrics such as CAC, LTV, pipeline conversion, and marketing ROI
• Analytical, detail-oriented, and highly organized mindset

Benefits

• The expected salary range for this role is between $120,000 - $152,000. 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.
• Equity program
• 401(k) retirement plan with company matching
• Health, dental, and vision
• Flexible Spending Accounts for health and dependent care expenses
• Paid parental leave and approximately 10 days (80 hours) per year of sick leave
• Seventeen paid vacation days plus 11 federal holidays
• Membership to Modern Health to help employees prioritize mental health and wellness
• Annual allocation for Learning & Development opportunities and applicable professional membership dues
• Company-sponsored life and disability insurance
• Find out more about our Benefits and Perks

Perks

• Work in Downtown Oakland, just steps from the BART line and dozens of restaurants
• You will get a powerful Linux laptop and be able to customize your desk setup
• Bond over team lunches and out-of-the-box events
• Ranked "#1 on G2 for Ediscovery Software and Momentum" and we offer free eDiscovery resources to benefit the greater societal good with Everlaw for Good
• Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice
• Take advantage of learning and career development opportunities
• Ranked #9 on Glassdoor's Best Places to Work 2023 for US small and medium companies
• One of Wealthfront's 2021 Career Launching Companies, and ranked #2 on the "2022 Bay Area Best Places to Work" list by the San Francisco Business Times and the Silicon Valley Business Journal
• One of Fast Company's World's Most Innovative Companies for 2022 and proud contributor of free ediscovery resources to benefit the greater good through "Everlaw for Good"
• #LI-MN2
• #LI-Hybrid

Pursue Truth While Finding Yours At Everlaw, we are deeply invested in pursuing the truth, for our clients and for our employees. We know that when you're empowered to pursue your passions, it is reflected in the work.

That's why we're committed to the professional growth of all our team members, offering an annual learning and development stipend and regular career check-ins with managers. If you're looking for a place that values passion, integrity, and a desire to learn, we'd love to hear from you! ??About Everlaw We help law firms, government agencies, and corporations sift through millions of documents of evidence in big lawsuits and investigations to find the proverbial smoking gun (or needle in the haystack -- pick your metaphor). It's a multi-billion dollar space typically dominated by service-oriented vendors, and we're coming at it with cutting-edge technology and elegant design. It's working, and we've been growing very rapidly: we host hundreds of terabytes of data and work with all 50 state Attorneys General and hundreds of law firms on some of the most high-profile cases litigated today. 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