Litera
Litera helps you focus on what matters.
Chicago, IL

Director of Financial Planning and Analysis at Litera

| Chicago
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Our Story: Litera, headquartered in Chicago, IL, is a fast-growing software company and one of the leading legal technology suppliers in the world. Serving over 90% of the world's largest law firms, our software is used by hundreds of thousands of lawyers every day. As a company recently selected for Crain's Best Places to Work in Chicago, we believe professional development, rewards programs, open communication, and transparent leadership all contribute to a unique and open work environment. Our employees are driven, energetic, passionate, and can make a direct impact on the future of the company.

The Opportunity: We are seeking an experienced, and highly motivated, Director of Financial Planning and Analysis (FP&A) interested in contributing to the success of an exciting and fast-moving company. This role will require you to be a hands-on leader with the goal of driving a best-in-class FP&A team and excited to be a trusted business partner to the business.

This is an excellent opportunity for a forward-looking individual to leverage their understanding of financial data, and drivers, to drive data decision making as the company grows. Additionally, this role will provide the opportunity for an individual keen to add value and form a world class team. This position reports to the Vice President of Finance.

A Day in the Life:

  • Maintain and update a rolling forecast (income statement, balance sheet and statement of cash flows) model to provide an ongoing forward view of projected performance, based on actual performance to date and up-to-date assumptions.
  • Become the company expert on ARR and retention metrics and partnering with the Customer Success team to forecast future results with the goal to maximize customer retention.
  • Continually adapt and improve reporting and KPI's.
  • Work cross functionally to identify risks and opportunities to the outlook in a timely manner and development of plan to close any gaps and leverage any opportunities. 
  • Analyze complex financial information to provide accurate and timely financial reporting to functional leaders to drive data-based decision making across the company.
  • Provides support to senior functional leaders on analysis, problem solving and decision-making that support business strategy.
  • Lead and manage the annual budget process, working closely with each department to build a bottoms-up budget.
  • Prepare financial models and support the business in assessment of potential M&A activity.

Role progression:

Within 1 month, you will:

  • Complete onboarding process.
  • Meet with functional leaders to learn more about the company and determine how to be an effective partner.
  • Meet, and evaluate, your team and learn the intricoes of our business and the direction we are heading.
  • Familiarize yourself with the financial systems (NetSuite and Salesforce), legal structure of the company and chart of accounts.
  • A general understanding of the high-priority projects on the horizon.
  • Gain an understanding of the current state of the forecasting process.

Within 3 months, you will:

  • Familiarize yourself with Tableau to drive ARR reporting and identify other areas this tool can be leveraged.
  • Improved the monthly financial reporting process to ensure timeliness and accuracy.
  • Assumed ownership of the 13-week cash forecasting process.
  • Working with V.P. of Finance, identify a tool for automated budgeting and forecasting.

 Within 6 months, you will:

  • Have evaluated current forecasting process and developed a plan for improvement. This includes all financial statements and ARR reporting.
  • Identify opportunities to become more efficient through automation.
  • Lead all recurring board and lender reporting.
  • Working with V.P. of Finance, fully implement the budgeting and forecasting tool.

About You:

  • Undergraduate degree with focus in Finance or Accounting
  • Proficient in US GAAP
  • FP&A experience with prior industry experience (SaaS background preferred)
  • Strong Excel skills including financial modelling experience.
  • Ability to translate complex financial concepts to individuals at all levels (finance and non-financial).
  • High attention to detail; works accurately and quickly and has good organizational skills.
  • Strong analytical skills as well as organizational skills.
  • Ability to set and meet deadlines including ability to manage multiple tasks to completion at the same time.
  • Strong project management skills
  • A strong desire to keep learning new things!

What Sets us Apart?

  • Opportunity to make a difference in a rapidly growing company.
  • You will be challenged and encouraged to broaden your skills.
  • Great health benefits, PTO, and holiday policies.
  • Casual and flexible work environment.
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Where we are

Our Chicago Headquarters is walking distance to all major train & bus stops. We are also just a short walk to bars and restaurants in the West Loop!

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
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    • jQueryLibraries
    • jQuery UILibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
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    • AccessDatabases
    • Microsoft SQL ServerDatabases
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    • IllustratorDesign
    • PhotoshopDesign
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    • Aha!Management
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What are Litera Perks + Benefits

Litera Benefits Overview

Litera proudly offers a comprehensive suite of benefits designed to serve the diverse needs of our unique workforce. While we are committed to enhancing and expanding our benefit offerings, the information in this document is meant to familiarize you with the benefits and programs currently in place.

Your medical, dental, vision, commuter benefit, and traditional 401k payroll deductions are through a pre-tax plan. The plan provides tax savings by reducing employee premiums from gross salary prior to calculation of federal income and Social Security taxes.

Culture
Volunteer in local community
We believe in giving back to our community. All full time employees are given one Volunteer Day Off per year that can be utilized at any point. Some employees even coordinate to participate in groups.
Partners with Nonprofits
Litera partners with Cardz for Kidz, Comic Relief, Genesys Works, & more!
Friends outside of work
Eat lunch together
Intracompany committees
There is always something going on at Litera thanks to our Employee Engagement Group. From baking contests, step challenges, desk decorating, and giving back to organizations in need.
Daily sync
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
All hiring managers will going through certifications before hiring at Litera. In order to be a certified hiring manager, you must go through unconscious bias training.
Diversity manifesto
Diversity Employee Resource Groups
Litera's Diversity & Inclusion Champions Network has one major goal which is “to make Litera a safe space where every employee feels like they can bring their whole self to work".
Hiring Practices that Promote Diversity
Litera has completely revamped our hiring process. You can expect: inclusive job descriptions, certified pre-employment assessments, diverse interview panels, & a shift in assessing our culture fit.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Litera employees can contribute up to $3550 annually for individuals & $7,100 for families to their FSA.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventative services, 80% of basic services, and 50% of major services.
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
Mental Health Benefits
Our plan provides employees with free access confidential assistance to help you and your family meet the challenges that life, work and relationships can bring.
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Litera provides employees with a 401(k) matching plan managed by Principal. We match 4% of contributions up to $11,400 maximum on each paycheck with immediate vesting .
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Our remote work program includes working remotely on occasion as needed.
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Home Office Stipend for Remote Employees
During COVID, have provided extreme flexibility with working hours, provided all team members with a cash bonus to purchase items to enhance their “home office"
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Customized development tracks

Additional Perks + Benefits

As a global company, Litera strives to put diversity & inclusion at the forefront and make it a constant topic of conversation. Our employees come from all walks of life and we find it essential to embrace all cultures and backgrounds.

Our core values are the key driving forces behind nearly everything we do! From collaborating with one another to assisting our customers, our values are always front and center of the way we work at Litera.
Our open work setting means each team is accessible and our executives are always approachable. This focus on open communication and transparent leadership contributes to a unique and cooperative work environment.

We are extremely focused on career growth and opportunities for professional development for our employees. Our outstanding recognition program shines a spotlight on employees that go above and beyond by celebrating their hard work and wins.

Our employees are driven, energetic, passionate, and have the ability to make a direct impact within the company. We may be biased, but we believe our people are the best and brightest in the industry, and we’re always looking to expand our team!

An Insider's view of Litera

How does your team reward individual success?

Litera is very generous when it comes to rewards and recognition. Just one example of this is how we recognize top performers in the organization every quarter based on our Core Values. The individuals get to spin a virtual prize wheel where they can win anything from cash, surprise birthday parties, or a new pair of shoes picked out by our CEO!

Nicole

Manager, Recruiting

How do you collaborate with other teams in the company?

Our culture is heavily focused on collaboration and growth, and everyone is approachable, from the CEO right through to the developers. Though I'm in sales, I regularly speak with our customer success, product, and marketing teams.

Abhijat

Vice President, International Sales

How has your career grown since starting at the company?

The best part of working here has been the opportunity to grow and learn. I started when I was 23 and have had many different roles and responsibilities on my journey with the company.

Nick

Product Manager

What is your vision for the company?

At Litera, we know that a great culture emerges from the people you hire. We hire the best and brightest, and take pride in taking care of our employees who in return, take care of us and our clients.

Brittani

Chief People Officer

How do your team's ideas influence the company's direction?

I'm inspired by the talented group of people I work with. One of the many benefits of working with a small company is that everyone has a direct impact on the outcome of our business. There is a sense of pride and ownership.

Kim

Business Analyst

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