Director, FP&A

PE Backed Company, Legal Tech / eDiscovery Focus

This Jobot Job is hosted by:
Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $170,000 - $200,000 per year

A bit about us:

We are a dynamic legal services and technology company that combines human expertise with advanced tools to deliver comprehensive eDiscovery, managed services, and advisory solutions. Serving law firms, corporations, government agencies, and channel partners, we simplify complex workflows, transform data into actionable insights, and empower our clients to make informed decisions with confidence. With a culture that values innovation, collaboration, and excellence, we are expanding our team to support our growing footprint in the legal technology space.

Why join us?

We offer thoughtfully designed compensation and benefits packages that support both your professional and personal life:

Competitive base salary aligned with market standards

Comprehensive health, dental, and vision coverage

401(k) plan with employer matching

Structured bonus and incentive programs

Flexible time off and paid family leave

fully remote!

We foster a collaborative, results-driven environment where your contributions are recognized, your development is supported, and you have the flexibility to balance your work and life priorities.

Job Details

Director of Financial Planning & Analysis

Legal Services and PE Backed company experience encouraged to apply!

We are seeking a Director of Financial Planning & Analysis to lead financial strategy, planning, and performance management initiatives for our organization. This role will partner closely with executive leadership to provide actionable insights that drive profitability, cash flow, and long-term value creation.

Key Responsibilities

Financial Planning & Forecasting:
Lead budgeting, forecasting, and long-term strategic financial planning to support business growth and organizational objectives.

Financial Modeling:
Build and maintain advanced financial models, including scenario analysis, driver-based models, and project profitability assessments.

Performance Management & Analytics:
Monitor KPIs related to revenue, margin, and efficiency; analyze key metrics across service lines to inform executive decision-making.

Business Partnership:
Collaborate with leaders across Sales, Operations, Product, and Technology to optimize resource allocation and drive operational performance.

Cash Flow & Value Creation:
Partner with Accounting to forecast cash, working capital, and liquidity requirements.

Financial Reporting:
Ensure timely, accurate financial statements in collaboration with Accounting.

Mergers & Acquisitions:
Lead financial due diligence, model evaluation, transaction support, and post-close integration for acquisitions and divestitures.

Private Equity & Executive Reporting:
Prepare materials for board meetings, lender reporting, and private equity stakeholders.

Qualifications

Bachelor’s degree in Accounting, Finance, or related field; advanced degree preferred

CPA designation highly preferred

8–12+ years of progressive FP&A experience

Experience in PE-owned companies a plus

Strong Excel and financial modeling skills

Background in Legal Tech, SaaS, eDiscovery, or professional services highly desirable

Deep understanding of GAAP/IFRS and accounting systems (ERP experience preferred)

Excellent communication skills for presenting complex financial information to executives and investors

Strong organizational skills and attention to detail

Work Environment & Benefits

Fully remote position with flexible scheduling

Health, dental, and vision insurance

401(k) plan with employer matching

Paid family leave and flexible time off

Supportive, collaborative team culture with opportunities for professional growth

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

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