InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We're global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.
About The Role
The Financial Planning and Analysis Manager, reporting to the North America Chief Financial Officer, in this role you would be responsible for the comprehensive management reporting, strategic business partnering, and the oversight of financial and non-financial databases. This role also encompasses the budgeting process for both the United States and Canada. This is an exciting opportunity to make an impact within a growing and dynamic organization.
This is a hybrid role based out of our office in San Francisco.
Responsibilities
Reporting:
Collaborate with cross-functional finance and non-finance stakeholders to build on, validate and maintain financial and operational data
Dive deeply into financial and non-financial data and become a subject matter expert to provide additional insights
Develop and maintain complex financial models and databooks to support decision-making across the organization
Support monthly financial reporting process, including producing management/KPI report and presentations across NA entities for various local management reporting and group reporting purposes
Lead and assist with analysis, special projects, presentations and tasks required by the NA CFO including but not limited to:
Valuation, M&A and Funding activities
Revenue deep dive, profitability analysis, market/peer analysis, capex analysis and scenario and sensitivity analysis
Manage and oversee the annual budgeting, forecasting, and ad-hoc financial planning processes
Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
Setting and tracking key performance indicators (KPIs) and objectives
Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives
General:
Business partnering with cross functional teams such as People and Culture, IT and Sales
Continuously improve FP&A processes and tools to increase efficiency, accuracy, and timeliness of financial planning and reporting
Facilitate and promote teamwork mentality
Requirements
Bachelor's degree in accounting or finance
Qualification of CPA/CA is preferred but not essential
6+ years' post qualification experience with a significant portion in financial planning and analysis or corporate finance (inhouse or advisory)
Experience in Technology and/or legal services industry is preferred but not essential
Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
Pragmatic and comfortable dealing with ambiguity
Excellent understanding of accounting, finance, financial modelling, reporting, budgeting and forecasting
Expert-level skills in Microsoft Excel and proficiency in creating complex financial models to support decision-making
Highly developed problem solving and time management skills
Strong interpersonal skills for collaborating with different departments and levels within the organization
Ability to present financial information clearly and concisely to senior management and key stakeholders
Excellent team player skills who is self-motivated and flexible
Ability to manage multiple tasks and meet deadlines
Demonstrated ability to drive projects across an organization
Strong ability to motivate and evangelize technical minds toward customer problems
Compensation
The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions, equity, and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications.
Base Pay
$117,000 - $146,000 USD
Benefits
What Sets InfoTrack apart
At InfoTrack, we're committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you're here and supports you when you're not. We built our benefits package to prove that we're committed to you having everything you need.
Here is what we offer full-time employees:
401(k) Match
Medical, Dental, & Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums
Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
20 Days of Paid Time Off (PTO)
11 Paid Holidays
"Be Me Time" off for mental health, re-charging, volunteering
Matching Gift Program
Monthly Internet Stipend for Remote Employees
Our Commitment
We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.
InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Primary and Secondary Education and Non-profit Organizations
Referrals increase your chances of interviewing at InfoTrack US by 2x