Senior Financial Analyst

San Jose, CA, United States

Description

NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things, and recognizing every interaction matters.

NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team.

At Our Core, We Are Dedicated To Empowering Our Employees To Drive Successful Business Outcomes And Better User Experiences For Our Customers And Partners. Our Customer-centric Approach And Employee Enablement Has Allowed Us To Enjoy Many Accolades, Including Being Named Among The 2022 List Of Inc. Magazine’s 5000 Fastest-Growing Private Companies In America. Other Recent Awards Include

2023 National Top Workplaces

Three-time winner (2021, 2022, 2023) Top Workplace in the US by the Salt Lake Tribune

Three-time winner (2021, 2022, 2023) Utah’s Best Companies to Work for by Utah Business magazine

2022 Employee Appreciation and Employee Well Being by the Salt Lake Tribune

2022 Top Workplace in the US by the Salt Lake Tribune for the Technology Industry

2022 Top Workplace in the US by the Salt Lake Tribune for Compensation & Benefits

2022 Top Workplace in the US by the Salt Lake Tribune for Work-Life Flexibility

NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!

About The Opportunity

NetDocuments is searching for a curious, data driven, and financially-minded individual for the Sr. Financial Analyst role, reporting directly to the FP&A Manager for Sales & Marketing. The person in this role will have significant exposure to the Finance leadership and other senior leaders of NetDocuments as well. This is a highly visible, high impact role in a quickly growing and dynamic business, which can lead to further career opportunities at NetDocuments or at other Warburg Pincus or Cove Hill portfolio companies.

The Sr. Financial Analyst will be a critical member of NetDocuments’ Finance team, driving the Finance organization day to day and providing insight and analysis to inform decision making and support the growth in our business. In this role, the Sr. Financial Analyst will drive consolidated financial planning, business modeling, and KPI metric continuity. This individual will be responsible for short and long-term growth forecasts that guide decision making. He/she will work to ensure the highest standards of quality and transparency in our processes and reporting, and proactively implement best practices to minimize risk. The applicant should be a self-starter, have strong problem solving and analytical skills, a collaborative style, and the ability to communicate effectively with executive business partners.

What Your Contributions Will Be

Act as the trusted business advisor to the sales and marketing teams to understand bookings and expense forecasts and inputs during the monthly, quarterly, and annual budget and continuous forecasting processes

Maintain all company forecasts, including short-term and long-term financial and KPI projections

Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including data analysis and interpretation to understand and explain key drivers of results and preparation of monthly reports and quarterly Board of Directors reports

Analyze financial results, distill key trends, assess current and future risks, and present key insights to senior leadership

Create and maintain a variety of corporate metrics, dashboards, and reports to drive insight and action and support internal and external stakeholders

Extract incremental value out of existing systems and help implement new systems to support forecasting and data analysis requirements

Other duties as assigned

What You Will Bring To The Team

Team player with great collaboration skills

High level of curiosity with a drive to learn and develop

Creative problem-solver

Ability to handle multiple projects simultaneously

Detail-oriented with a commitment to a high degree of accuracy

Self-starter, disciplined and results-oriented

Excellent verbal and written communication skills

Superb interpersonal skills: ability to collaborate and build relationships

What You Will Need For Success

BS/BA in Finance, Accounting, Economics, Mathematics, or equivalent practical experience.

3-5+ years of relevant experience including investment banking, private equity, and corporate FP&A

Experience at SaaS company, preferably in a global, public or private equity environment preferred but not required

Strong analytical skills, including strong financial modeling, general financial reporting and management accounting skills to inform decision making

Advanced Excel and PowerPoint skills

Technology – Experience working with systems like Salesforce, NetSuite, Adaptive Insights and/or other BI tools preferred but not required

Ability to handle sensitive financial information with the utmost confidentiality and professionalism

Ideally You Will Have Experience With

Partner with sales and marketing organizations to develop new reporting to support go-to-market strategies

Manage projects with stakeholders to make data-driven decisions on topics including:

Forecasting

Growth/churn strategy

General process improvement

Various sales & marketing experiments

What You Will Receive

90% healthcare premiums company covered

HSA company contribution

401K match at 4% with no vesting period

Twice a year merit increases

Flexible time off typically 3 to 4 weeks a year, not including the 9 paid holidays

Authenticity and accountability from leadership

Connection, access, and mentorship from exceptional leaders

Growing company with opportunities for advancement

NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.

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