Financial Strategist- SaaS

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 2024, 2023, and 2022 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. 

Other recent awards include: 

• Two-time winner (2024, 2023) National Top Workplaces 

• Two-time winner (2024, 2023) Top Workplace innovation 

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

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

• Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility 

• Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits 

• 2024 Cultural Excellence 

• 2024 Technology Industry  

• 2023 Top Workplace Leadership 

• 2023 Top Workplace Purpose & Values 

• 2022 Top Workplace Employee Appreciation and Employee Well Being 

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

Your opportunity for impact:

The Financial Analyst will be essential to Net Documents’ FP&A team, working with Cloud Operations and R&D on financial planning, business case modeling, and KPI monitoring. They will handle short and long-term expense forecasts to guide decisions, ensuring high standards and transparency in our processes and reporting.  The candidate should be a proactive self-starter with strong problem-solving, analytical skills, a collaborative approach, and effective communication with executives.    

What your contributions will be: 

• Participate in monthly close, forecast, annual planning process, and the related financial reviews with stakeholders. Analyze and present monthly financial results to the broader Finance organization 
• Partner with the R&D organization to offer analytical support and financial advice for business decisions. This includes creating new analyses and enhancing reports and metrics to aid decision-making. Partner with Recruiting team to manage and improve headcount reporting and forecasting 
• Utilize Cloud FinOps tools to define, aggregate, and deliver insightful dashboards for supporting our Cloud Operations department 
• Collaborate with the accounting team to consolidate financial results and metrics, analyze data, and explain key variances during close processes 
• Gather and organize data from multiple sources to provide inputs into various financial and product business cases 
• Provide ad hoc support, as necessary 
• Other duties as assigned 

What you will bring to the team: 

• Relationship Builder 
• Organizational Skills 
• Communication Proficiency 
• Presenting 
• Collaboration Skills 
• Customer Orientation 
• Problem Analysis 
• Business Orientation  

What you will need for success: 

• BS/BA in Finance, Accounting, Economics, Mathematics 

• 2+ years of prior Financial Analyst experience 

• Prior SaaS experience, in a global, public or private equity environment, preferred, but not required 

• Strong analytical skills, including financial modeling, general financial reporting, and an understanding of GAAP accounting 

• Advanced Excel and PowerPoint skills 

• Technology – Experience working with  Netsuite, Adaptive Planning and Salesforce preferred but not required.  

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

Benefits

• 90% healthcare premiums company covered
• HSA company contribution
• 401K match at 4% with immediate vesting
• Flexible PTO (typically 3 to 4 weeks a year)
• 9 paid holidays
• Monthly contributions for wellness
• Access to LinkedIn learning with monthly dedicated time to explore

Compensation Transparency

The compensation range for this position is: $80,000 - $90,000

The posted cash compensation for this position includes on target earnings. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations

Equal Opportunity:

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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