Strategic Finance Analyst
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Job Description
Strategic Finance Analyst supporting FP&A, pricing, margin analysis, and commissions at Actionstep, a legal practice management and accounting SaaS provider. Building models, automating reporting, and improving finance data systems.
Responsibilities:
- Support the development and maintenance of annual budgets and rolling forecasts
- Conduct budget-to-actual variance analysis and profitability analysis
- Build and maintain financial models, including scenario and sensitivity analysis using AI tools
- Contribute datasets and analysis to board and executive reporting materials
- Conduct gross margin analysis by product, segment, and customer cohort
- Identify margin improvement opportunities
- Support pricing strategy and annual price increase analysis
- Partner with Billing and RevOps to validate pricing and margin data
- Support monthly/quarterly commission calculations for Sales, Partner, and Operations teams
- Perform quality control checks before commission distribution
- Investigate and resolve commission discrepancies
- Partner with the Senior Financial & Systems Analyst on business intelligence, recurring reporting, and analysis systems
- Automate recurring deliverables such as commission calculations
- Contribute to the company-wide data warehouse infrastructure
- Document business logic behind recurring Finance calculations
- Build or maintain dashboards and reporting views
- Flag upstream data quality issues and work with relevant teams to resolve them
- Report to the VP of Finance and collaborate with Finance and RevOps teams
Requirements:
- 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 preferred
- Experience with NetSuite or a similar ERP platform preferred
- Experience with a cloud data warehouse platform (e.g., Snowflake) or BI/reporting tools (e.g., Power BI) preferred
- Prior experience with sales commission calculations, gross margin analysis, or pricing analysis preferred
Benefits:
- Medical, dental, vision offerings
- RRSB with company match
- Flexible working and PTO
- Take your birthday off
- Frequent team-building events
- Fantastic training and development opportunities
- Accommodations available on request for any part of the recruitment process
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