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Senior Financial Analyst - Sales & Marketing

United States, Oakland 120000.00 - 152000.00 USD / Year · Job Posted April 22, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 3–6 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

Nice to have

  • 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

What we offer

  • 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
  • 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
  • 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

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