Job Description
PE Backed Company, LegalTech / eDiscovery Focus
This Jobot Job is hosted by: Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $170,000 - $200,000 per year
A bit about us:
We are a dynamic legal services and technology company that combines human expertise with advanced tools to deliver comprehensive eDiscovery, managed services, and advisory solutions. Serving law firms, corporations, government agencies, and channel partners, we simplify complex workflows, transform data into actionable insights, and empower our clients to make informed decisions with confidence. With a culture that values innovation, collaboration, and excellence, we are expanding our team to support our growing footprint in the legal technology space.
Why join us?
We offer thoughtfully designed compensation and benefits packages that support both your professional and personal life:
Competitive base salary aligned with market standards
Comprehensive health, dental, and vision coverage
401(k) plan with employer matching
Structured bonus and incentive programs
Flexible time off and paid family leave
fully remote!
We foster a collaborative, results-driven environment where your contributions are recognized, your development is supported, and you have the flexibility to balance your work and life priorities.
Job Details
Director of Financial Planning & Analysis
Legal Services and PE Backed company experience encouraged to apply!
We are seeking a Director of Financial Planning & Analysis to lead financial strategy, planning, and performance management initiatives for our organization. This role will partner closely with executive leadership to provide actionable insights that drive profitability, cash flow, and long-term value creation.
Key Responsibilities
Financial Planning & Forecasting: Lead budgeting, forecasting, and long-term strategic financial planning to support business growth and organizational objectives.
Financial Modeling: Build and maintain advanced financial models, including scenario analysis, driver-based models, and project profitability assessments.
Performance Management & Analytics: Monitor KPIs related to revenue, margin, and efficiency; analyze key metrics across service lines to inform executive decision-making.
Business Partnership: Collaborate with leaders across Sales, Operations, Product, and Technology to optimize resource allocation and drive operational performance.
Cash Flow & Value Creation: Partner with Accounting to forecast cash, working capital, and liquidity requirements.
Financial Reporting: Ensure timely, accurate financial statements in collaboration with Accounting.
Mergers & Acquisitions: Lead financial due diligence, model evaluation, transaction support, and post-close integration for acquisitions and divestitures.
Private Equity & Executive Reporting: Prepare materials for board meetings, lender reporting, and private equity stakeholders.
Qualifications
Bachelor's degree in Accounting, Finance, or related field; advanced degree preferred
CPA designation highly preferred
8-12+ years of progressive FP&A experience
Experience in PE-owned companies a plus
Strong Excel and financial modeling skills
Background in LegalTech, SaaS, eDiscovery, or professional services highly desirable
Deep understanding of GAAP/IFRS and accounting systems (ERP experience preferred)
Excellent communication skills for presenting complex financial information to executives and investors
Strong organizational skills and attention to detail
Work Environment & Benefits
Fully remote position with flexible scheduling
Health, dental, and vision insurance
401(k) plan with employer matching
Paid family leave and flexible time off
Supportive, collaborative team culture with opportunities for professional growth
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
This Jobot Job is hosted by: Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $170,000 - $200,000 per year
A bit about us:
We are a dynamic legal services and technology company that combines human expertise with advanced tools to deliver comprehensive eDiscovery, managed services, and advisory solutions. Serving law firms, corporations, government agencies, and channel partners, we simplify complex workflows, transform data into actionable insights, and empower our clients to make informed decisions with confidence. With a culture that values innovation, collaboration, and excellence, we are expanding our team to support our growing footprint in the legal technology space.
Why join us?
We offer thoughtfully designed compensation and benefits packages that support both your professional and personal life:
Competitive base salary aligned with market standards
Comprehensive health, dental, and vision coverage
401(k) plan with employer matching
Structured bonus and incentive programs
Flexible time off and paid family leave
fully remote!
We foster a collaborative, results-driven environment where your contributions are recognized, your development is supported, and you have the flexibility to balance your work and life priorities.
Job Details
Director of Financial Planning & Analysis
Legal Services and PE Backed company experience encouraged to apply!
We are seeking a Director of Financial Planning & Analysis to lead financial strategy, planning, and performance management initiatives for our organization. This role will partner closely with executive leadership to provide actionable insights that drive profitability, cash flow, and long-term value creation.
Key Responsibilities
Financial Planning & Forecasting: Lead budgeting, forecasting, and long-term strategic financial planning to support business growth and organizational objectives.
Financial Modeling: Build and maintain advanced financial models, including scenario analysis, driver-based models, and project profitability assessments.
Performance Management & Analytics: Monitor KPIs related to revenue, margin, and efficiency; analyze key metrics across service lines to inform executive decision-making.
Business Partnership: Collaborate with leaders across Sales, Operations, Product, and Technology to optimize resource allocation and drive operational performance.
Cash Flow & Value Creation: Partner with Accounting to forecast cash, working capital, and liquidity requirements.
Financial Reporting: Ensure timely, accurate financial statements in collaboration with Accounting.
Mergers & Acquisitions: Lead financial due diligence, model evaluation, transaction support, and post-close integration for acquisitions and divestitures.
Private Equity & Executive Reporting: Prepare materials for board meetings, lender reporting, and private equity stakeholders.
Qualifications
Bachelor's degree in Accounting, Finance, or related field; advanced degree preferred
CPA designation highly preferred
8-12+ years of progressive FP&A experience
Experience in PE-owned companies a plus
Strong Excel and financial modeling skills
Background in LegalTech, SaaS, eDiscovery, or professional services highly desirable
Deep understanding of GAAP/IFRS and accounting systems (ERP experience preferred)
Excellent communication skills for presenting complex financial information to executives and investors
Strong organizational skills and attention to detail
Work Environment & Benefits
Fully remote position with flexible scheduling
Health, dental, and vision insurance
401(k) plan with employer matching
Paid family leave and flexible time off
Supportive, collaborative team culture with opportunities for professional growth
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
About Jobot