The FP&A Manager oversees revenue modeling, planning and forecasting, analyzes customer data, leads budgeting cycles, and collaborates with teams to support financial strategies.
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’ll be responsible for the revenue modeling including: planning and forecasting revenue, analyzing customer data, and analyzing and reporting revenue related metrics. The role will support enhancing our revenue modeling and curating data to support its development. This role will actively lead the annual budgeting cycle and our quarterly rolling forecast supporting revenue. Reporting to the Vice President of FP&A, you’ll have the opportunity to contribute directly to the scaling of the FP&A team.
Getting started- 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. [And you’ll spend meaningful time getting to know your direct reports and discover what excites and challenges them.]
- We’re excited for you to learn, grow, and contribute right away! We trust that you’ll bring experience and knowledge that will uplift and uplevel the team, but we don’t expect you to know everything on Day 1.
- Own our revenue model, including development, ongoing enhancements and maintenance to drive accuracy.
- Proactively mine customer data to analyze behavior to provide key insights to management as well as how we can better model our revenue.
- Work closely with GTM to improve our bookings and customer expansion forecast accuracy.
- Report on top-line unit economics and metrics to senior leadership, providing insightful discussion on emerging trends.
- Work closely with Enterprise Technology Team to design and map revenue activity to support revenue modeling, analysis, and reporting.
- Lead the development of integrating revenue models in Adaptive, our Financial Planning application.
- Assist with the preparation of materials for the Board and company leadership.
- Understand, participate in, and help streamline month end close processes.
- Partner with GTM Strategy & Operations team and executive leadership to support ad hoc analysis and modeling.
- Financial Modeling: Develop and maintain complex financial models to support specifically in building our revenue models
- Planning & Forecast: Support the annual planning and quarterly forecast processes ensuring timeliness and accuracy in revenue.
- Analysis & Reporting: Analyze revenue data to identify trends, risks, and opportunities and support reporting key business metrics driven by revenue
- Cross-Functional Collaboration: Work with various departments to support the revenue modeling and related financial plans
- Financial Systems: Support the implementation of new systems that help better structure revenue data and model customer behavior
- Bachelor's degree in Finance, Accounting, or Statistics.
- 5+ years of experience in financial analyst/manager role supporting the planning, analysis, budgeting, forecasting and management reporting preferably in Tech/SaaS industry
- Excel/G-sheet (modeling advanced-level)
- Working knowledge of management planning applications (Adaptive planning and/or similar tools)
- You are authorized to work in the United States without restrictions. Please not that at this time, Everlaw is not sponsoring employment visas for this role.
- The expected salary range for this role is between $145,000 - $183,000. The final offered salary will be dependent upon many factors including the candidate’s experience and skills. The base pay range is subject to change in the future.
- Equity program
- 401(k) retirement plan with company matching
- Health, dental, and vision
- Flexible Spending Accounts for health and dependent care expenses
- Paid parental leave and approximately 10 days (80 hours) per year of sick leave
- Seventeen paid vacation days plus 11 federal holidays
- Membership to Modern Health to help employees prioritize mental health and wellness
- Annual allocation for Learning & Development opportunities and applicable professional membership dues
- Company-sponsored life and disability insurance
- Find out more about our Benefits and Perks
- Work in Downtown Oakland, just steps from the BART line and dozens of restaurants
- You will get a powerful Linux laptop and be able to customize your desk setup
- Bond over team lunches and out-of-the-box events
- Ranked “#1 on G2 for Ediscovery Software and Momentum” and we offer free eDiscovery resources to benefit the greater societal good with Everlaw for Good
- Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice
- Take advantage of learning and career development opportunities
- Ranked #9 on Glassdoor's Best Places to Work 2023 for US small and medium companies
- One of Wealthfront’s 2021 Career Launching Companies, and ranked #2 on the “2022 Bay Area Best Places to Work” list by the San Francisco Business Times and the Silicon Valley Business Journal
- One of Fast Company’s World's Most Innovative Companies for 2022 and proud contributor of free ediscovery resources to benefit the greater good through “Everlaw for Good”
- #LI-MN2
- #LI-Hybrid
About Everlaw
At Everlaw, you'll shape how AI re-wires the legal industry, at a category-leading business built on a mission to illuminate the truth.
Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns. It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
We collect and process the personal information you provided along with your job application in accordance with our Applicants Privacy Notice and Notice at Collection.
When preparing to engage with Everlaw as a candidate, you may use AI tools for research, polishing application materials, and interview prep. However, any assessments (unless explicitly stated), remote interviews or live interviews must be completed independently without AI support. By submitting your application, you agree to adhere to these rules. Here's the link to our full policy, and please reach out with any questions!
We use Gem as part of our hiring and/or promotional processes. As part of the evaluation process, we provide Gem with job requirements and candidate-submitted applications. Certain features of the platform may qualify it as an Automated Employment Decision Tool (AEDT) under applicable regulations. For positions in New York City, our use of Gem complies with NYC Local Law 144. We began using Gem in April 2026.
Everlaw Oakland, California, USA Office
2101 Webster St, 1500, Oakland, CA, United States, 94612
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