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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