Strategic Financial Analyst

Summary

Actionstep develops SaaS products specializing in Legal Practice Management and Legal Accounting software. The Strategic Financial Analyst will support forecasting, budgeting, profitability, pricing, gross margin, and commission analysis while contributing to financial reporting, data systems, automation, and strategic decision-making.

Responsibilities

• Support the development and maintenance of annual budgets and rolling forecasts
• Conduct budget-to-actual variance analysis and support profitability analysis across the business
• Build and maintain financial models to support business decisions, including scenario and sensitivity analysis, particularly through the use of AI tools
• Contribute datasets and analysis to board and executive reporting materials. Work closely with other members of the Finance team, including the Senior Financial & Systems Analyst, on shared data and reporting priorities
• Conduct gross margin analysis by product, segment, and customer cohort, and identify trends and margin improvement opportunities
• Support pricing strategy and annual price increase analysis, including modeling impact across customer segments, for new and existing product lines
• Partner with Billing and RevOps to validate pricing and margin data before it reaches leadership
• Support monthly/quarterly commission calculations for Sales, Partner, and Operations teams, including quality control checks prior to distribution
• Partner with Sales, RevOps, and Partner teams to ensure the data behind commission calculations, such as bookings, quotas, and contract terms, is accurate
• Investigate and resolve commission discrepancies as they arise
• Partner with the Senior Financial & Systems Analyst on the data and systems behind the company’s business intelligence, recurring reporting, and general analysis efforts
• Automate recurring deliverables, such as commission calculations, to reduce manual, spreadsheet-based work over time
• Contribute to the infrastructure work, the “plumbing,” that keeps Finance’s data and systems running reliably via a company-wide data warehouse
• Help document the business logic behind recurring Finance calculations so it’s repeatable and scalable
• Build or maintain dashboards and reporting views that support recurring Finance deliverables
• Flag data quality issues upstream and work with the relevant team to fix them at the source

Skills

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 1–3 years of proven work experience as a Financial Analyst, or in a similar FP&A, accounting, or business analysis role
• Strong Excel skills, including advanced formulas and financial modeling
• Working knowledge of SQL and curiosity to learn more
• Excellent analytical skills and comfort working with large, sometimes imperfect datasets
• Ability to present financial data clearly through reports, charts, and summaries for both financial and non-financial audiences
• Hands-on experience with financial or ERP systems
• Strong personal accountability for accuracy, particularly on recurring deliverables that affect employee pay
• Experience in a SaaS or subscription-based business
• Experience with NetSuite or a similar ERP platform
• Experience with a cloud data warehouse platform (e.g., Snowflake) or BI/reporting tools (e.g., Power BI)
• Prior experience with sales commission calculations, gross margin analysis, or pricing analysis

Qualifications

Must Haves

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 1–3 years of proven work experience as a Financial Analyst, or in a similar FP&A, accounting, or business analysis role
• Strong Excel skills, including advanced formulas and financial modeling
• Working knowledge of SQL and curiosity to learn more
• Excellent analytical skills and comfort working with large, sometimes imperfect datasets
• Ability to present financial data clearly through reports, charts, and summaries for both financial and non-financial audiences
• Hands-on experience with financial or ERP systems
• Strong personal accountability for accuracy, particularly on recurring deliverables that affect employee pay

Nice to Haves

• Experience in a SaaS or subscription-based business
• Experience with NetSuite or a similar ERP platform
• Experience with a cloud data warehouse platform (e.g., Snowflake) or BI/reporting tools (e.g., Power BI)
• Prior experience with sales commission calculations, gross margin analysis, or pricing analysis

Benefits

• Robust medical, dental, vision offerings
• 401K with company match
• Flexible working and PTO
• Take your birthday off
• Frequent team building events
• Fantastic training and development opportunities
• Variable pay in addition to the $90-100k base