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: You will play a key role in contributing to the success of an exciting and fast-paced global organization. This role will require you to partner with leaders across the organization and provide in-depth analysis of the P&L, annual recurring revenue (ARR), customer retention, in addition to creating and maintaining predictive models to support critical business decisions.

This is an excellent opportunity for a forward-looking individual to leverage their understanding of financial data to drive decision making as Litera grows. This position reports to the Senior Director of FP&A.

A Day in the Life:

• Company's expert on Annual Recurring Revenue (ARR) and Customer Retention metrics.
• Identification of any inaccurate or missing Salesforce activity during daily ARR and customer retention analysis.
• Partner with the Business Unit leaders to drive customer retention improvement.
• Prepare monthly reporting and support meetings with Business Unit leaders to ensure visibility to trends and financial performance versus targets.
• Assist in maintaining and updating a 3-statement rolling forecast model to provide an ongoing forward view of projected performance, based on actual performance to date and up-to-date assumptions.
• Analyze complex financial information to provide accurate and timely financial reporting to functional leaders to drive data-based decision making across the company.

• Support the Senior Director of FP&A in the annual budget process, working closely with each Business Unit Leader to build a bottom-up budget.
• Assist in preparing 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 Business Unit leaders to learn more about their Business Unit and determine how to be an effective partner.
• Transition responsibilities from interim Financial Analyst Consultant.
• Familiarize yourself with the financial systems (NetSuite, Salesforce, Prophix, and Tableau).
• 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:

• Forecast revenue, ARR, customer retention, and expenses for entire business.
• Fully understand how to leverage Tableau and Salesforce to drive ARR reporting and analysis.
• Prepare monthly reporting packages for Business Unit and functional leaders including detailed financial analysis.
• Support 5 day monthly accounting close process to ensure accuracy.

Within 6 months, you will:

• Identify areas for improvement with the current forecasting process and implement changes. This includes all financial statements and ARR reporting and will carry through to the next budget cycle.
• Identify opportunities to become more efficient through reporting automation.
• Support the Senior Director of FP&A in preparing all recurring board and lender reporting.

About You:

• Undergraduate degree with focus in Finance or Accounting, or equivalent work experience
• FP&A experience with prior industry experience (SaaS background preferred)
• Strong Excel and analytical skills including financial modelling/analysis experience
• Proficient in US GAAP
• Extremely high attention to detail; completes work accurately and has good organizational and time management skills
• Ability to translate complex financial concepts to individuals at all levels
• Ability to set and meet deadlines including ability to manage multiple tasks to completion at the same time
• 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
• Direct exposure to Executive leadership team.
• Great health benefits, PTO, and holiday policies
• Casual and flexible work environment