Senior Financial Analyst

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:

  • 2023 National Top Workplaces
  • Three-time winner (2021, 2022, 2023) Top Workplace in the US by the Salt Lake Tribune
  • Three-time winner (2021, 2022, 2023) Best Companies to Work for by Utah Business magazine
  • 2023 Top Workplace Innovation
  • 2023 Top Workplace Leadership
  • 2023 Top Workplace Purpose & Values
  • 2022, 2023 Top Workplace Work-Life Flexibility
  • 2022 Top Workplace Employee Appreciation and Employee Well Being
  • 2021, 2022, 2023 Top Workplace Compensation & Benefits
  • 2021 Top Workplace Remote Work
  • 2021 Top Workplace Top Managers
  • 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 are searching for a curious, data-driven, and financially-minded individual for the Senior Financial Analyst role, reporting directly to the Sr. Director of FP&A. The person in role will have significant exposure to the Finance leadership and other senior leaders of NetDocuments as well.  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. 

The Senior Financial Analyst 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 Financial Analyst will drive consolidated financial planning, business modeling, and KPI metric continuity for the Customer Success department. This individual will be responsible for short and long-term expenses and operational 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 multiple senior leaders to communicate expense forecasts and inputs during the monthly, quarterly, and annual budget and forecasting processes 
  • 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 
  • Analyze and present monthly financial results to the broader Finance organization 
  • Gather and organize data from multiple sources to provide inputs into various financial and operating models 
  • Provide additional ad hoc support to finance and business leaders as necessary 
  • Other duties as assigned 
Example Projects: 
  • Partner with HR organization to develop reporting of employee hiring and termination trends 
  • Assist with updating weekly cash forecasts 
  • Manage projects with stakeholders to make data-driven decisions on topics including: 
  • Forecasting 
  • Profitability 
  • General process improvement 
 What you will bring to the team: 
  • Team player with great collaboration skills
  • High level of curiosity with a drive to learn and develop
  • Creative problem-solver
  • Ability to handle multiple projects simultaneously
  • Detail-oriented with a commitment to a high degree of accuracy
  • 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 
  • 2+ years of prior Financial Analyst experience 
  • Experience at SaaS company preferred, preferably in a global, public or private equity environment 
  • Strong analytical skills, including financial modeling, general financial reporting, and an understanding of management accounting 
  • Advanced Excel and PowerPoint skills 
  • Technology – Experience working with an ERP, budgeting tools, CRM, and BI tools required.  Salesforce, NetSuite, Adaptive Insights and/or PowerBI experience preferred 
  • Ability to handle sensitive financial information with the utmost confidentiality and professionalism 
What you will receive: 
  • 90% healthcare premiums company covered 
  • HSA company contribution 
  • 401K match at 4% with no vesting period  
  • 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.