Senior Financial Analyst

Senior Financial Analyst

Company: SurePoint Technologies

Overview: SurePoint® Technologies delivers award‑winning software that helps mid‑sized law firms boost efficiency and maximize financial performance. Our cloud‑based solutions connect client management, practice management, and financial systems to improve efficiency and collaboration. With over 40 years in legal tech and a team of CPAs, former lawyers, and top engineers, we understand what law firms need to thrive and are passionate about building tools that reduce administrative work so our customers can focus on what matters most: serving their clients.

Description: The Senior Financial Analyst will report directly to the Director of FP&A and play a key role in supporting financial planning, analysis, and decision‑making at a strategic level. The role focuses heavily on financial modeling, budgeting, forecasting, and providing actionable insights to support growth and operational efficiency of the business. Experience in private equity‑backed companies and strong financial modeling expertise are highly desired.

• Develop and maintain complex financial models, including projections, budgeting, forecasting, and scenario analysis.
• Collaborate with the Director of FP&A to support quarterly reforecasting and the annual budgeting process, ensuring accuracy and alignment with business goals.
• Track and report on financial performance against budget and historical trends, providing variance analysis and actionable recommendations to leadership and private equity partners.
• Produce timely and accurate financial reports, dashboards, and ad‑hoc analyses to support decision‑making.
• Work closely with cross‑functional teams (Operations, Sales, Marketing, Product) to gather data, understand key drivers, and provide financial insights.
• Assist with financial reporting to private equity sponsors, including KPI reporting and value‑creation tracking.
• Support strategic planning, including models for new initiatives, potential M&A activity, and other growth strategies.
• Identify opportunities for process enhancements within the FP&A function to improve accuracy, efficiency, and timeliness of reporting.
• Provide ad‑hoc analysis to leadership for business decisions, investment opportunities, and strategic initiatives.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in financial planning and analysis, with a strong focus on modeling, forecasting, and reporting.
• Experience in the SaaS industry or technology sector strongly preferred.
• Previous experience working in a private equity‑backed environment is a plus.
• Strong proficiency in financial modeling, budgeting, and forecasting.
• Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow).
• Strong analytical and problem‑solving skills.
• Knowledge of private equity financial reporting and metrics.
• Proficiency with Excel, ERP systems, and FP&A software.
• Ability to prioritize and work effectively in a fast‑paced, dynamic environment.
• Strong business acumen to understand and interpret strategy and financial implications.
• Excellent written and verbal communication skills and ability to interact with leadership and cross‑functional teams.
• High level of integrity and professionalism.
• Strong attention to detail and results‑oriented approach.

• Health Insurance (medical, dental, vision)
• Flexible Spending Accounts
• Life, Short‑term and Long‑term Disability Insurance (employer paid)
• Health Savings Accounts Wellbeing Benefits
• 401(k) – immediately vested, employer match
• Paid Time Off (Flexible PTO, holidays)
• Employee Assistance Program
• Summer Flex Fridays

To learn more about SurePoint and our products, visit our corporate website at  and follow us on Linked In, Facebook and Twitter.

Equal Opportunity Employer Statement: SurePoint is proud to be an Equal Opportunity Employer. All applicants will be considered without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, physical or mental disability, veteran status, medical condition, or any other classification protected by law.