FP&A Manager

About Us

At Litify, we’re revolutionizing the Legal industry by being the platform powering legal’s top performers. As a trailblazer in legal technology, Litify delivers an all-in-one legal operating solution that empowers law firms and legal departments to achieve consistent success by continually standardizing, measuring, and improving their legal operations.

Our mission is clear: to deliver better business outcomes to our clients, so they can focus on delivering the best legal service and outcomes to their clients. 400+ enterprise businesses and 55K+ legal professionals trust Litify to amplify their impact with innovative technology and service that stands the test of time.

Backed by Bessemer Venture Partners, Litify is proud to be recognized as one of Inc. 5000 and Deloitte Technology Fast 500’s fastest-growing private companies in America along with numerous awards for our unparalleled software. With offices in the vibrant cities of New York and New Orleans, we’re at the heart of legal innovation.

About the Role

Litify is looking to hire a Financial Planning & Analysis Manager to start Litify’s FP&A function. As our FP&A Manager, you'll serve as a key strategic business partner to members of the Litify Leadership team, as well as the Finance and Accounting teams. You will report directly to the CFO and lead our financial planning, budgeting, and forecasting processes, turning complex financial data into clear, actionable insights. Your expertise in financial modeling and analysis will directly support critical business decisions and drive Litify's continued growth and success.

In this role, you will focus on the following:

Financial Planning & Analysis:

• Support the annual budgeting and quarterly forecasting processes, working closely with department heads to develop comprehensive financial plans.
• Develop and maintain complex financial models (e.g., P&L, Balance Sheet, Cash Flow) to support strategic initiatives, scenario planning, and long-range financial projections.
• Conduct variance analysis between actual results and budget/forecast, providing insightful commentary and recommendations to management.

Strategic Support & Business Partnering:

• Act as a trusted financial business partner to various departments (e.g., Sales, Marketing, Product, Engineering), providing financial guidance and support for operational decisions.
• Assist in the evaluation of new business opportunities, investments, and strategic initiatives, including ROI analysis and financial modeling.
• Translate complex financial metrics into clear, actionable insights for non-finance stakeholders, effectively communicating business performance and influencing data-driven decision-making across the organization.

Reporting & Insights:

• Prepare timely and accurate financial reports, including monthly, quarterly, and annual performance summaries.
• Develop and refine financial reporting packages to provide clear and concise insights into business performance.
• Proactively identify and communicate financial risks and opportunities to leadership.

Process Improvement & Systems:

• Leverage financial systems (e.g., ERP, planning software) to enhance efficiency and accuracy of financial data.
• Ensure data integrity and consistency across all financial models and reports.
• Leverage generative AI tools to automate report generation, summarize complex financial documents, and extract key insights for faster decision-making.

To be successful in this role, you have (required):

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; MBA preferred.
• 5-7+ years of progressive experience in FP&A, corporate finance, or a similar analytical role, preferably within a Private Equity or Venture Capital backed SaaS company.
• Strong financial modeling skills with a proven ability to build and maintain complex, driver-based models.
• Expert-level proficiency in Microsoft Excel and PowerPoint.
• Experience experimenting with or implementing AI/ML tools for data analysis, forecasting, or process automation
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
• High attention to detail and accuracy.
• Ability to work independently and manage multiple priorities in a fast-paced, dynamic environment.
• Proactive, self-starter with a strong work ethic and a commitment to continuous learning.

<