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Jobs · Finance · California

Senior Financial Analyst - Sales & Marketing

Everlaw · Oakland, CA · 2 wk ago
HybridFinance$120k–$152k/yrFull-time

Job Summary

Everlaw is seeking a Financial Planning and Analysis (FP&A) Analyst to support forecasting and analysis of operating expenses across Sales and Marketing. This role requires strong financial modeling, planning, and compensation analysis skills.

Key Responsibilities

  • 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

  • Aid in preparing materials for executive leadership and Board reporting

  • Support ad hoc financial analysis and business decision-making across GTM and Marketing

Qualifications

  • 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)

Core Skills

  • Financial Modeling

  • Planning & Forecasting

  • Compensation Analysis

  • Marketing Finance

  • Analysis & Reporting

  • Cross-Functional Collaboration

What We Offer

  • Expected Salary Range: $120,000 - $152,000

  • Equity Program

  • 401(k) Retirement Plan with Company Matching

  • Health, Dental, and Vision Insurance

  • Flexible Spending Accounts for Health and Dependent Care Expenses

  • Paid Parental Leave and Approximately 10 Days (80 Hours) 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

  • Ranked “#1 on G2 for Ediscovery Software and Momentum”

  • Free eDiscovery Resources to Benefit the Greater Societal Good with Everlaw for Good

  • Ranked #9 on Glassdoor's Best Places to Work 2023 for US Small and Medium Companies

  • #2 on the “2022 Bay Area Best Places to Work” list by the San Francisco Business Times and the Silicon Valley Business Journal

  • #1 on Fast Company’s World’s Most Innovative Companies for 2022

  • Proud Contributor of Free eDiscovery Resources to Benefit the Greater Good through “Everlaw for Good”

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