Senior Financial Analyst

SurePoint® Technologies develops award-winning software for mid-sized law firms to enhance workflow efficiency and maximize financial performance. Its acclaimed cloud solutions seamlessly integrate client management, practice management, and financial operations, fostering robust relationship-building and knowledge-sharing capabilities. Having been at the forefront of legal tech for more than 40 years, and with a team comprised of CPAs, former lawyers, and leading software engineers, SurePoint's solutions reflect a deep understanding of law firms' unique requirements. By alleviating administrative burdens with proven, reliable software, law firms have what they need to grow revenue and focus on their clients. The Senior Financial Analyst will report directly to the Director of FP&A and will play a key role in supporting financial planning, analysis, and decision-making at a strategic level. This individual will focus heavily on financial modeling, budgeting, forecasting, and providing actionable insights to support the growth and operational efficiency of the business. Experience in private equity-backed companies and strong financial modeling expertise are highly desired for this role. Requirements Financial Modeling & Analysis: Develop and maintain complex financial models, including financial projections, budgeting, forecasting, and scenario analysis. Ensure models are robust, accurate, and reflect various strategic scenarios. Budgeting & Forecasting : Collaborate with the Director of FP&A to support quarterly reforecasting efforts and the annual budgeting process. Work closely with leadership to ensure accuracy and alignment with overall business goals. Reporting & Analytics: 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. Business Partnering: Work closely with cross-functional teams, including Operations, Sales, Marketing, and Product, to gather data, understand key business drivers, and support decision-making with financial insights and analysis. Private Equity Reporting: Assist with financial reporting to private equity sponsors, including performance metrics, KPI reporting, and value-creation tracking. Help ensure that financials and reports align with investor expectations. Strategic Planning & M&A Support: Support the Director of FP&A in long-term strategic planning, including the development of financial models for new initiatives, potential M&A activity, and other growth strategies. Process Improvement: Identify opportunities for process enhancements within the FP&A function, improving the accuracy, efficiency, and timeliness of reporting, forecasting, and financial modeling. Ad-hoc Analysis: Provide ad-hoc analysis to leadership to support business decisions, investment opportunities, and strategic initiatives. Skills & Qualifications 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 financial 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 in financial software and tools (e.g., Excel, ERP systems, FP&A software). Ability to prioritize and work effectively in a fast-paced, dynamic environment. Strong business acumen with the ability to understand and interpret business strategy and financial implications. Excellent communication skills, both written and verbal, with the ability to interact effectively with leadership and cross-functionally. High level of integrity and professionalism. Strong attention to detail and a results-oriented approach. SurePoint recognizes the importance of taking care of our most valuable assets - our employees. That's why we not only offer a comprehensive total rewards package but also continuously evaluate our offerings to meet the evolving needs of our workforce. Benefits Include Medical, Dental, and Vision Insurance 401K (immediately vested, employer match) Flexible PTO FSA/HSA Parental Leave Life, Short-term and Long-term Disability Insurance (employer paid) Employee Assistance Program To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter. All employees must have the ability to document identity and employment eligibility within three (3) days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements. SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, or other legally protected status.