Vice President, Financial Planning & Analysis

| Chicago
At Relativity, we make software to help users organize data, discover the truth, and act on it. Our e-discovery platform is used by more than 13,000 organizations around the world to manage large volumes of data and quickly identify key issues during litigation, internal investigations, and compliance projects.
Here you can own your career in a community of values-driven people who help our customers around the world solve complex data challenges. If this sounds like the place for you, check out the details of this position below.
The Vice President, Financial Planning & Analysis reports to the CFO and has the primary responsibility of performing in-depth financial analysis of revenue, expenses, and other financial and operating metrics that impact Relativity.

Responsibilities

  • Lead budget and target-setting processes, including monthly forecasts and key performance monitoring
  • Partner with HR and department leaders in building and managing headcount plans
  • Partner with department heads and their staff to prepare and analyze revenue and expenses for rolling forecasts, as well as capital expenditures
  • Lead the development of key operational metrics and reporting; assist with formulating goals.
  • Prepare concise information regarding Relativity’s performance; assist in presenting results and findings to monthly/quarterly leadership
  • Evaluate operating results and provide analysis
  • Identify opportunities and implement changes to improve processes and financial models and reports
  • Analyze and report on products, revenue and expense metrics and drivers
  • Provide analytical perspectives to support important strategic decisions; articulate risks and opportunities and saturation/growth opportunity to leadership team
  • Support management in evaluating financial and strategic impact of new business opportunities, including business development strategies, new product and service offerings, and technology solutions
  • Provide analysis of financial results and key metrics versus other leading SaaS software companies and key competitors
  • Develop and lead the FP&A team, including providing regular coaching, delegating work effectively, and hiring as necessary

Qualifications

  • Ability to leverage complex analytical tools and statistics to perform analysis and forecasting of financial and other business information; extensive modeling experience required
  • Software or technology experience, SaaS highly preferred
  • Bachelor's degree in Finance or Accounting
  • At least 8 years as a financial analyst, FP&A manager experience highly preferred
  • Excellent verbal and written skills
  • Sound business modeling skills
  • Strong analytical ability
  • Ability to manage competing priorities effectively, making good decisions based on business priorities and objectives
  • Extensive knowledge of Excel and Power Point
  • Knowledge of Adaptive Planning would be helpful
  • CPA and/or MBA preferred

Relativity has over 160,000 users in 40+ countries from organizations including the U.S. Department of Justice, more than 70 Fortune 100 companies, and all of the Am Law 200. Relativity's cloud solution, RelativityOne, offers all the functionality of Relativity in a secure and comprehensive SaaS product. Our company has also been named one of Chicago's Top Workplaces by the Chicago Tribune for seven consecutive years. If you’re ready to grow with us, we’d love to hear from you. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • ScalaLanguages
    • AzureLanguages
    • ChefLanguages
    • PowershellLanguages
    • JenkinsLanguages
    • Node.jsFrameworks
    • MySQLDatabases

Location

We’re a community of passionate, life-long learners tackling challenging problems. We care about each other and about our community.
231 South LaSalle Street, Chicago, IL 60604

Insider's spotlight

What’s the vibe like in the office?

We always have our team members in mind. We treat each other like internal customers, going above and beyond when delivering on any request. These gestures of thanks show our genuine appreciation for one another.

Jessie

Manager, Accounting

How do you collaborate with other teams in the company?

Our colleagues and customers are intelligent—we can learn from them by asking questions and digging a little deeper into the 'how and why' of our software and industry, as everyone brings something different to the table.

Danielle

Manager, Certification

What makes someone successful on your team?

Being great at your job means attacking the tough problems in technology and our industry with enthusiasm, and getting satisfaction from making life better for our customers.

Dan

Architect

What are Relativity Perks + Benefits

Relativity Benefits Overview

We have a great selection of benefits from very competitive insurance plans to fun office perks!

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Bonuses are based on a combination of how the company performs as well as how the individual performs.
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Generous PTO
Everyone starts with 18 days of PTO, plus 11 paid holidays every year. Our office is also closed between Christmas and New Years, which does not take away from your PTO balance.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Tax-free transportation opportunities.
Company Outings
We have our annual Summer Jam (picnic that includes friends and family), our User Conference - RelativityFest, and a holiday party each year.
Game Room
Our Cafe houses ping-pong, foosball, and a variety of arcade games - including Killer Queen (a multi-player game that is one of few in the country).
Stocked Kitchen
We have tea, coffee (including fancy espresso machines), a variety of LaCroix, soda, and many other things. We also have fresh fruit delivered twice a week in our pantry areas.
Some Meals Provided
Meals are often provided during morning or afternoon training sessions. There is also always plenty of leftover food from such meetings that employees can dive into after the attendees are finished.
Happy Hours
Different for each team, but always a great time!
Recreational Clubs
RelWOW (Relativity Women of the Workplace), Several Intramural Sports Teams (kickball, softball, volleyball, etc.), Vertikal (climbing group), Working Moms Group, Queeries, and several more.
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
All full-time employees (non-contract) receive $3,000/year to pursue professional development opportunities.
Diversity Program

Additional Perks + Benefits

We also offer a Divvy bike share discount, have Fooda discounts in the office, and offer DRYV Laundry Service for those who have workout clothes that need washing!

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