FP&A | Financial Modelling | Pricing | Gross Margin | SQL | SaaS | AI
FINANCE THAT INFORMS WHAT HAPPENS NEXT.
Great financial analysis goes beyond accurate reporting. It creates clarity around performance, highlights where opportunities and risks are emerging, and gives leaders greater confidence in the decisions they make.
We’re Actionstep, a fast-growing global LegalTech SaaS business delivering Legal Practice Management and Legal Accounting software to more than 50,000 customers, with 250+ people across the USA, Australia, UK, Canada and New Zealand.
As we expand our product portfolio, introduce richer AI functionality and create new opportunities for customer and revenue growth, the quality of our financial insight becomes increasingly important.
We're now looking for a Strategic Finance Analyst, based in either Denver, Colorado or Toronto, Ontario, to join our Finance team, combining rigorous FP&A with commercial analysis and a strong understanding of the data and systems behind the numbers.
Reporting to the VP of Finance, you'll work closely with Finance and RevOps across forecasting, profitability, pricing, gross margin and commissions, helping provide the insight that supports better planning and decision-making across the business.
The Role
Your initial focus will span three core areas: FP&A, pricing and gross margin analysis, and commission calculations.
You'll:
• Support annual budgets, rolling forecasts and budget-to-actual variance analysis
• Build financial models, scenarios and sensitivity analysis to support business decisions
• Analyse profitability and gross margin across products, segments and customer cohorts
• Support pricing strategy, annual price increases and new product analysis
• Contribute trusted datasets and analysis for Board and executive reporting
• Support accurate Sales, Partner and Operations commission calculations
• Investigate discrepancies and resolve underlying data issues
• Use SQL, BI and AI tools to strengthen analysis and automate recurring Finance processes
• Build and maintain dashboards and reporting views
As Actionstep evolves, so will the scope of the role, with opportunities to contribute to broader strategic initiatives including partnerships and M&A.
Data & Systems
Strong analysis depends on strong underlying data.
Working alongside our Senior Financial & Systems Analyst, you'll help improve the systems, processes and data infrastructure behind Finance's recurring reporting and analysis.
You'll help automate manual processes, improve dashboards and reporting, document business logic and identify data-quality issues at source, creating reliable, repeatable and scalable financial analysis the business can trust.
About You
You're a strong finance analyst with a natural curiosity about the business behind the numbers.
You enjoy getting into the detail, but you're equally interested in what your analysis means and how it can influence a decision. You're comfortable balancing recurring, deadline-driven responsibilities with more open-ended analytical work and take real ownership of accuracy.
You'll bring:
• A Bachelor's degree in Finance, Accounting, Economics or a related field
• 1–3 years' experience within Financial Analysis, FP&A, Accounting or Business Analysis
• Advanced Excel skills and strong financial modelling capability
• Working knowledge of SQL, with the curiosity to develop further
• Experience working with financial or ERP systems
• Confidence working with large and sometimes imperfect datasets
• Strong analytical and problem-solving skills
• The ability to communicate financial information clearly to financial and non-financial audiences
• Strong personal accountability for accuracy and quality
Experience within a SaaS or subscription-based business would be particularly valuable.
Exposure to NetSuite, Snowflake, Power BI or similar ERP, data warehouse or BI platforms would also be advantageous, as would experience with sales commissions, pricing or gross margin analysis.
What Success Looks Like
Your recurring deliverables are accurate, reliable and on time.
Your analysis is trusted and used by Finance leadership and cross-functional teams.
You build strong relationships across Finance, Sales, RevOps, Partner and Operations by being responsive, clear and commercially aware.
And as your capability grows, so does your scope.
Within 12–18 months, the aim is for you to take on broader financial planning and strategic analysis responsibilities.
What We Offer
• $90,000 - $100,000 base + variable
• Robust medical, dental and vision offerings
• 401(k) with company match
• Flexible working and PTO
• Your birthday off
• Frequent team-building events
• Fantastic training and development opportunities
Wherever you're based, you'll gain exposure to a global SaaS business, work closely with senior Finance leadership and develop across FP&A, pricing, profitability, data and strategic analysis.
Build Your Career in Strategic Finance
This is an opportunity to join an international SaaS business at an exciting stage of growth and develop your experience across FP&A, commercial analysis, data and strategic finance.
If you're analytical, curious and commercially minded, value accuracy and want to understand the business story behind the numbers, we'd like to hear from you.
Join Actionstep and help provide the financial insight behind our next stage of growth.
Apply now.
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