Senior Financial Analyst

You'll own the revenue and Annual Revenue Run Rate (ARRR) models that power Everlaw's top-line forecasting, bringing clarity and speed to business planning and operating visibility.

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.

Responsibilities:

• 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.

Requirements:

• 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.
• Advanced financial modeling skills in Excel or Google Sheets, with a focus on building transparent, automated, and easy-to-maintain models.
• Analytical problem-solving skills, able to navigate complex customer and contract data, investigate data issues, and reconcile disparate data sources.
• Clear and concise communication of complex financial concepts to both finance and non-finance business partners.
• Ability to thrive in cross-functional environments, managing multiple priorities and recurring deadlines with incomplete or evolving information.

Preferred Qualifications:

• 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.

Benefits:

• 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
• Competitive equity grants
• 401(k) plan with company matching of up to 4% of eligible annual compensation
• 17 paid vacation days, 11 federal holidays, and paid sick leave
• Four 'Everlawlidays' 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