FP&A Manager

Finance Lehi, Utah


NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things, and recognizing every interaction matters.

NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team.

At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. Other recent awards include:

  • Two-time winner (2021, 2022) Top Workplace in the US by the Salt Lake Tribune
  • 2021 Utah’s Best Companies to Work for by Utah Business magazine
  • 2022 Employee Appreciation and Employee Well Being by the Salt Lake Tribune
  • 2022 Top Workplace in the US by the Salt Lake Tribune for the Technology Industry
  • 2022 Top Workplace in the US by the Salt Lake Tribune for Compensation & Benefits
  • 2022 Top Workplace in the US by the Salt Lake Tribune for Work-Life Flexibility
  • 2021 Top Workplace in the US by the Salt Lake Tribune for Remote Work
  • 2021 Top Workplace in the US by the Salt Lake Tribune for Top Managers
  • 2021 Top Workplace in the US by the Salt Lake Tribune for Compensation
  • 2021 Coolest Tech Companies to Work for by Dev Mountain

NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!


About the opportunity:

NetDocuments is seeking a dynamic, strategic, and financially minded individual for the Finance Manager role, reporting to the Sr. Director of FP&A, with significant exposure to the VP Finance and 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 Warburg Pincus or Cove Hill portfolio companies. This role will be a critical leader 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, you 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 CRO and CMO to understand bookings and expense forecasts and inputs during the monthly, quarterly, and annual budget and continuous forecasting processes
  • Build out a monthly reporting pack for sales & marketing efficiency metrics including LTV/CAC, bookings attainment, commissions analysis, pipeline analysis, among others
  • 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 a 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
  • Other duties as assigned


What you will bring to the team:

  • Highly organized and detail oriented
  • Data driven with a focus on business outcomes
  • A mindset of continuous process improvement and drive towards excellence
  • 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
  • Ability and affinity for coaching and developing a direct report


What you will need for success:

  • BS/BA in Finance, Accounting, Economics, Mathematics, or equivalent practical experience. MBA preferred but not required.
  • 7-10 years of relevant experience including investment banking, private equity, and corporate FP&A
  • Experience at SaaS company, preferably in a global, public or private equity environment
  • Strong analytical skills, including superior financial modeling, general financial reporting and management accounting skills to inform decision making
  • Advanced Excel modeling and PowerPoint skills
  • Technology – Experience working with systems like Salesforce, NetSuite, Adaptive Insights and/or other BI tools
  • Some management or other leadership experience strongly preferred


Ideally you will have experience:

  • Partner with CRO and/or CMO and their leadership teams 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
  • General process improvement
  • Various sales & marketing experiments


What you will receive:

  • 90% healthcare premiums company covered
  • HSA company contribution
  • 401K match at 4% with no vesting period 
  • Twice a year merit increases
  • Flexible time off typically 3 to 4 weeks a year, not including the 9 paid holidays
  • Authenticity and accountability from leadership
  • Connection, access, and mentorship from exceptional leaders
  • Growing company with opportunities for advancement


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.