Financial Planning & Analysis Manager

About InfoTrack

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