Finance Analyst

Who are we?

Founded in 1999, with more than 3,400 enterprise customers worldwide, NetDocuments is dedicated to helping individuals, teams, and firms Work Inspired.

With NetDocuments, millions of scattered documents become one source of unified insights. Content management processes and workflows make the leap from intuitive to invisible. The full power of collective knowledge and past work becomes available wherever firms need it. And every document gets the industry’s best protection against any type of threat—from careless employees to nation state attacks.

Through the legal industry’s most trusted cloud-based content services and workflow platform, complete with state-of-the-art built-in security, compliance, and governance solutions, NetDocuments offers document management, email management and collaboration technology complete with disaster recovery, enterprise search, and matter centricity features. Our 5 solutions; ORGANIZE, PROTECT, PLAN, DELIVER, and LEARN, create a structure and provide a framework that helps legal professionals work inspired each and every day.

Diversity & Inclusion

NetDocuments Diversity & Inclusion mission is to enrich our culture and employee experience by creating a diverse and inclusive work environment, driving cultural awareness across our workforce, and advocating for authentic engagement.

All employees will have a safe space to feel heard and valued, find connection and support with their peers, and advocate for one another across all their similarities and differences.

About the Opportunity:

NetDocuments, Clearlake, and Cove Hill Partners are searching for a dynamic, strategic, and financially-minded individual for the Finance Associate role, reporting directly to the Senior Director of Finance and with significant exposure to the Chief Financial Officer of NetDocuments.  This is a highly visible, high impact role in a quickly growing and dynamic business, which can lead to further career opportunities at NetDocuments or at other Clearlake or Cove Hill portfolio companies.

The Finance Associate will be a critical member of NetDocuments’ Finance team, driving the Finance organization day to day and providing insight and analysis to inform decision making and support the growth in our business. In this role, the Finance Associate will drive consolidated financial planning, business modeling, and KPI metric continuity. This individual will be responsible for short and long-term growth forecasts that guide decision making. He/she will work to ensure the highest standards of quality and transparency in our processes and reporting, and proactively implement best practices to minimize risk. The applicant should be a self-starter, have strong problem solving and analytical skills, a collaborative style, and the ability to communicate effectively with executive business partners.

What your contributions will be:

• Act as the trusted business advisor to the functional budget owners to understand revenue and expense forecasts and inputs during the monthly, quarterly, and annual budget and continuous forecasting processes
• Maintain all company forecasts, including short-term and long-term financial and KPI projections
• Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including data analysis and interpretation to understand and explain key drivers of results and preparation of monthly reports and quarterly Board of Directors reports
• Analyze financial results, distill key trends, assess current and future risks, and present key insights to senior leadership
• Create and maintain variety of corporate metrics, dashboards, and reports to drive insight and action and support internal and external stakeholders
• Extract incremental value out of existing systems and help implement new systems to support forecasting and data analysis requirements

Example Projects

• Partner with sales, marketing, product management and customer success organizations to develop new reporting to support go-to-market strategies
• Manage projects with stakeholders to make data-driven decisions on topics including:
• Forecasting
• Growth/churn strategy
• Pricing/packaging strategy
• Gross margin improvements
• General process improvement
• Various sales & marketing experiments

 What you will bring to the team:

• Highly organized
• Detail-oriented team player
• Strong project management skills
• Ability to handle multiple projects simultaneously
• Self-starter, disciplined and results-oriented
• Excellent verbal and written communication skills
• Superb interpersonal skills: ability to collaborate and build relationships

What you need for success:

• BS/BA in Finance, Accounting, Economics, Mathematics, or equivalent practical experience. MBA preferred but not required.
• 5 years of relevant experience including investment banking, private equity, and corporate FP&A
• Experience at software company, especially in a complex, global, public company environment is preferable but not required
• Strong analytical skills, including superior financial modeling, general financial reporting and management accounting skills to inform decision making
• Advanced Excel and PowerPoint skills
• Technology – Experience working with systems like Salesforce, NetSuite, Adaptive Insights and/or other BI tools preferred but not required

NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate.  NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.