Strategic Financial Analyst
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Job Description
Strategic Financial Analyst supporting FP&A, pricing, commissions, and financial data systems at Actionstep, a legal practice management and accounting SaaS company. Building forecasts, models, dashboards, and commission calculations.
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 for business decisions, including scenario and sensitivity analysis, particularly through AI tools.
- Contribute datasets and analysis to board and executive reporting materials.
- Conduct gross margin analysis by product, segment, and customer cohort, identifying trends and margin improvement opportunities.
- Support pricing strategy and annual price increase analysis, modeling impact across customer segments and product lines.
- Partner with Billing and RevOps to validate pricing and margin data.
- Support monthly/quarterly commission calculations for Sales, Partner, and Operations teams, including quality control checks.
- Ensure commission data such as bookings, quotas, and contract terms is accurate.
- Investigate and resolve commission discrepancies.
- Partner on data and systems supporting business intelligence, recurring reporting, and analysis.
- Automate recurring deliverables such as commission calculations.
- Contribute to company-wide data warehouse infrastructure work.
- 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.
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.
- Preferred: 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.
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 compensation
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