FP&A Analyst - Revenue

Posted 10 Days Ago
Be an Early Applicant
Salt Lake City, UT, USA
In-Office
Mid level
Legal Tech • Software
Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
The FP&A Analyst will analyze revenue motion and GTM funnel, forecast bookings and ARR, and partner with various teams to drive financial insights.
Summary Generated by Built In
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.
 
Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

Role Summary:
 
We're hiring an FP&A Analyst to own the analytics that span the full revenue motion — from pipeline generation through cash collection. You'll quantify what's working (and what isn't) across our GTM funnel, partner with Sales, Marketing, and RevOps on forecasting and channel economics, and help finance leadership translate top-of-funnel activity into ARR, billings, and cash. This role sits at the intersection of GTM strategy and strategic finance, with direct exposure to executive and board-level decision-making.

What You'll Do:

    • Build and maintain the pipeline-to-revenue model, tracking conversion rates by stage, segment, channel, product line, and rep — and flagging where assumptions are drifting from reality

    • Partner with Marketing on lead generation channel economics (Strategic Partnerships, Outbound, Events, Paid, Inbound), including CAC by channel, win rate, ACV, and payback period

    • Own bookings, ARR, and CARR forecasting across SaaS and AI product lines — including new logo, expansion, and renewal motions

    • Analyze sales productivity: ramp curves, quota attainment, rep capacity, territory coverage, and the impact of routing models on win rate and cycle time

    • Partner with RevOps and Customer Success on NRR, GRR, churn, and expansion analytics — including cohort-level retention and product-level net dollar retention

    • Bridge bookings to billings to collections, including DSO trends, deferred revenue movement, and the cash flow implications of deal structures (multi-year, prepay, ramps)

    • Support the AOP and quarterly reforecasts with bottoms-up pipeline coverage analysis and scenario modeling

    • Contribute to board materials and investor updates with pipeline health, magic number, payback period, and CAC ratio analysis

    • Use Snowflake and Domo to build self-serve dashboards and pull ad-hoc analyses for executive decisions

What You'll Need:

    • 3-6 years of FP&A, strategic finance, or revenue operations experience; SaaS or vertical software background strongly preferred

    • Deep familiarity with GTM metrics: ARR, CARR, NRR, GRR, win rate, ACV, sales cycle, magic number, CAC ratio, payback period

    • Strong SQL skills (or willingness to ramp quickly) — comfort querying Snowflake or similar warehouses to answer your own questions

    • Advanced Excel and financial modeling chops; experience building pipeline-to-revenue or cohort retention models from scratch

    • Comfort working cross-functionally with Sales, Marketing, RevOps, and Customer Success leaders — translating finance into their language and vice versa

    • Strong written and verbal communication; able to distill complex GTM dynamics into clear narratives for executives and the board

    • Bonus: experience with Salesforce, Domo, Netsuite, or legal tech / vertical SaaS

 
Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at [email protected]
 
Cool Company Benefits:
- A dynamic, rapidly growing company, focused on helping organizations thrive 
- Medical, Dental, & Vision Insurance (for full-time employees)
- Competitive & Fair Pay
- Maternity & paternity leave (for full-time employees)
- Short & long-term disability
- Opportunity to learn from a dedicated leadership team
- Top-of-the-line company swag
 
Privacy Policy Notice
Filevine will handle your personal information according to what’s outlined in our Privacy Policy.
 
Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.
 

Skills Required

  • 3-6 years of FP&A, strategic finance, or revenue operations experience
  • Deep familiarity with GTM metrics: ARR, CARR, NRR, GRR, win rate, ACV
  • Strong SQL skills or willingness to ramp quickly
  • Advanced Excel and financial modeling skills
  • Strong written and verbal communication skills
  • Bonus: experience with Salesforce, Domo, Netsuite, or legal tech / vertical SaaS

Filevine Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Filevine and has not been reviewed or approved by Filevine.

  • Healthcare Strength Health coverage is described as covering the major bases (medical, dental, vision) and is often framed as decent quality. In some cases, premiums and copays are portrayed as relatively favorable, suggesting tangible value from the plans.
  • Parental & Family Support Paid parental leave is positioned as a standard, clearly offered benefit. The presence of parental leave alongside disability coverage signals baseline family-support provisions typical of growth-stage tech employers.
  • Fair & Transparent Compensation Compensation is sometimes framed as fair or reasonable relative to role expectations, with technical roles in particular appearing closer to market-aligned ranges. This creates pockets where pay is perceived as competitive even if not consistently top-of-market across the company.

Filevine Insights

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The Company
HQ: Salt Lake City, UT
450 Employees
Year Founded: 2015

What We Do

Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file. Our software is built on the truth that every law firm functions differently. That’s why Filevine is so customizable. Build new case-type templates, design automatic workflows, and receive customized reports on a schedule that fits your needs. Accessing your information is never a problem, because Filevine is hosted on The Cloud. To ensure security, your law firm’s data is protected through state-of-the-art encryption on redundant servers. All you need to get started is an internet connection and your favorite web browser. Learn more at filevine.com.

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