Senior Financial Analyst - Sales & Marketing

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.

• We want you to feel like part of the team early on! Our onboarding process will integrate you into the company with informative sessions on our product, policies, processes, and team structure and goals. 
• We’re excited for you to learn, grow, and contribute right away! We trust that you’ll bring industry experience and knowledge that will uplift and uplevel the team, but we don’t expect you to know everything on Day 1.

• 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

• Financial Modeling: Strong experience building models for OpEx forecasting, marketing spend, and sales compensation
• Planning & Forecasting: Hands-on experience supporting budgeting and forecasting processes in a dynamic environment
• Compensation Analysis: Understanding of sales compensation structures and incentive design
• Marketing Finance: Experience partnering with Marketing teams on budgeting, spend tracking, and ROI analysis
• Analysis & Reporting: Ability to synthesize complex data into clear, actionable insights
• Cross-Functional Collaboration: Effective partner to SalesGTM, Marketing, RevOps, and HR stakeholders

• 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)
• You are authorized to work in the United States without restrictions. Please note that at this time, Everlaw is not sponsoring employment visas for this role.

• Experience in SaaS or high-growth technology companies
• Familiarity with sales compensation tools (e.g., Xactly, CaptivateIQ)
• Exposure to data warehouse or BI tools (e.g., Snowflake, Looker, Tableau)
• Understanding of GTM metrics such as CAC, LTV, pipeline conversion, and marketing ROI
• Analytical, detail-oriented, and highly organized mindset