Netdocuments Lehi , UT 84043
Posted 3 weeks ago
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 2022 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America. Other recent awards include:
2023 National Top Workplaces
Three-time winner (2021, 2022, 2023) Top Workplace in the US by the Salt Lake Tribune
Three-time winner (2021, 2022, 2023) Best Companies to Work for by Utah Business magazine
2023 Top Workplace Innovation
2023 Top Workplace Leadership
2023 Top Workplace Purpose & Values
2022, 2023 Top Workplace Work-Life Flexibility
2022 Top Workplace Employee Appreciation and Employee Well Being
2021, 2022, 2023 Top Workplace Compensation & Benefits
2021 Top Workplace Remote Work
2021 Top Workplace Top Managers
2021 Coolest Tech Companies to Work for by Dev Mountain
NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!
About the Opportunity:
NetDocuments are searching for a curious, data-driven, and financially-minded individual for the Senior Financial Analyst role, reporting directly to the Sr. Director of FP&A. The person in role will have significant exposure to the Finance leadership and other senior leaders of NetDocuments as well. This is a highly visible, high-impact role in a quickly growing and dynamic business, which can lead to further career opportunities at NetDocuments or at other Warburg Pincus or Cove Hill portfolio companies.
The Senior Financial Analyst will be a critical member of NetDocuments' Finance team, driving the Finance organization day to day and providing insight and analysis to inform decision-making and support the growth in our business. In this role, the Financial Analyst will drive consolidated financial planning, business modeling, and KPI metric continuity for the Customer Success department. This individual will be responsible for short and long-term expenses and operational forecasts that guide decision-making. He/she will work to ensure the highest standards of quality and transparency in our processes and reporting, and proactively implement best practices to minimize risk. The applicant should be a self-starter, have strong problem-solving and analytical skills, a collaborative style, and the ability to communicate effectively with executive business partners.
What your contributions will be:
Act as the trusted business advisor to multiple senior leaders to communicate expense forecasts and inputs during the monthly, quarterly, and annual budget and forecasting processes
Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including data analysis and interpretation to understand and explain key drivers of results
Analyze and present monthly financial results to the broader Finance organization
Gather and organize data from multiple sources to provide inputs into various financial and operating models
Provide additional ad hoc support to finance and business leaders as necessary
Other duties as assigned
Example Projects:
Partner with HR organization to develop reporting of employee hiring and termination trends
Assist with updating weekly cash forecasts
Manage projects with stakeholders to make data-driven decisions on topics including:
Forecasting
Profitability
General process improvement
What you will bring to the team:
Team player with great collaboration skills
High level of curiosity with a drive to learn and develop
Creative problem-solver
Ability to handle multiple projects simultaneously
Detail-oriented with a commitment to a high degree of accuracy
Self-starter, disciplined and results-oriented
Excellent verbal and written communication skills
Superb interpersonal skills: ability to collaborate and build relationships
What you need for success:
BS/BA in Finance, Accounting, Economics, Mathematics
2+ years of prior Financial Analyst experience
Experience at SaaS company preferred, preferably in a global, public or private equity environment
Strong analytical skills, including financial modeling, general financial reporting, and an understanding of management accounting
Advanced Excel and PowerPoint skills
Technology - Experience working with an ERP, budgeting tools, CRM, and BI tools required. Salesforce, NetSuite, Adaptive Insights and/or PowerBI experience preferred
Ability to handle sensitive financial information with the utmost confidentiality and professionalism
What you will receive:
90% healthcare premiums company covered
HSA company contribution
401K match at 4% with no vesting period
Flexible time off typically 3 to 4 weeks a year, not including the 9 paid holidays
Authenticity and accountability from leadership
Connection, access, and mentorship from exceptional leaders
Growing company with opportunities for advancement
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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