Senior Financial Analyst - SaaS

NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. If you have any concerns or questions about communications you have received, please send them to [email protected] m so our team members can review. 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, 2023, & 2024 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. Other recent awards include: Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits Two-time winner (2024, 2023) National Top Workplaces Two-time winner (2024, 2023) Top Workplace Innovation 2025 Remote Work 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! Your opportunity for impact: The Sr. Financial Analyst will be a critical individual contributor on NetDocuments’ FP&A team, serving as the primary financial partner for our Cloud Operations and R&D organizations. This role sits at the intersection of financial planning and cloud cost intelligence — owning the financial story behind our AWS and hosting infrastructure investments, and translating complex technical spend into actionable insights for Engineering Directors, VPs, and senior leadership. This individual will own the financial relationship with Cloud Ops and R&D leadership, lead AWS budgeting and forecasting in partnership with the FinOps team, and deliver reporting and dashboards that drive real business decisions. The ideal candidate combines strong analytical and financial modeling skills with the ability to communicate clearly and confidently at all levels of the organization — from Engineering Managers to the executive team. The ideal candidate is a self-starter with strong problem-solving skills, a collaborative style, and a proven ability to build trust with technical stakeholders. What your contributions will be: Cloud & FinOps Financial Partnership Own the financial planning, forecasting, and reporting for AWS and cloud hosting costs in partnership with the FinOps team, serving as the Finance lead on all cloud cost matters Build and maintain bottoms-up AWS cost forecasts by service, team, and product; track actuals vs. forecast and identify key cost drivers and variances Develop unit cost economics (e.g., cost per customer, cost per workload) to help Cloud Ops and leadership understand the true financial drivers of the product infrastructure Analyze AWS cost anomalies and optimization opportunities — including Reserved Instances, Savings Plans, and rightsizing — and track realized savings against targets Build and maintain cloud cost allocation models that map AWS spend to products, teams, or business units to support Gross Margins by Products, Customers, Segments etc. Translate complex cloud infrastructure costs into clear, concise financial narratives for non-technical audiences including Engineering Directors, VPs, and senior Finance leadership Support and maintain FinOps dashboards and KPI scorecards utilizing cloud FinOps tools; continuously improve reporting to deliver more actionable insights FP&A & Business Partnership Own the monthly financial review cadence with Engineering, Product and Cloud Ops leadership — prepare materials, present results, and drive follow-through on identified action items Be actively involved in the monthly close, forecast, and annual planning processes, including related financial reviews with stakeholders Proactively identify budget risks and opportunities and communicate them to business partners with recommended actions — don’t just report the numbers, explain what they mean Establish trusted business partnerships with R&D and Cloud Ops organizations; provide analytical support and financial guidance to help inform various business decisions Develop and maintain financial models and analyses to support new product business cases, investment decisions, and strategic initiatives Support R&D capitalization analysis and forecasting Partner with Recruiting and HR to manage, track, and improve headcount reporting and forecasting, including hiring and attrition trend analysis Work in partnership with the accounting team to consolidate financial results and metrics in support of close processes, including data analysis to explain key drivers of results Gather and organize data from multiple sources to provide inputs into financial and product business cases Lead special projects and strategic analyses as prioritized by Finance leadership Other duties as assigned What success looks like your 1st year Cloud hosting cost forecast accuracy improved with clear variance explanations delivered to leadership each month Unit cost economics model built and socialized with Cloud Ops and executive leadership Monthly financial review cadence with R&D and Cloud Ops running smoothly with high stakeholder satisfaction FinOps dashboard enhanced with Finance-driven KPIs that drive actionable cost optimization decisions Required experience and education: Education & Experience BS/BA in Finance, Accounting, Economics, Mathematics, or related field 3+ years of progressive Financial Analyst experience, ideally within a SaaS or technology company Experience in a global, public, or private equity-backed environment preferred Technical & Analytical Skills Strong financial modeling skills, including expense forecasting, variance analysis, and business case development Familiarity with cloud cost concepts including AWS Reserved Instances, Savings Plans, cost allocation tagging, and unit economics Experience with FinOps tools such as AWS Cost Explorer, CloudHealth, Apptio Cloudability, or similar platforms preferred Advanced Excel and PowerPoint skills; experience building executive-ready dashboards in Power BI, Tableau, or similar tools Experience working with ERP and financial planning tools required; NetSuite and Adaptive Insights experience strongly preferred Exposure to R&D capitalization accounting (ASC 350-40) a plus Communication & Leadership Demonstrated ability to translate complex financial and technical data into clear, concise narratives for both technical and non-technical audiences Comfortable presenting to and influencing Director and VP-level stakeholders independently Strong cross-functional collaboration skills, particularly with Engineering, DevOps, and Accounting teams Excellent written and verbal communication skills; able to build trusted relationships across all levels of the organization Proactive, self-starter mindset with strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment Ability to handle sensitive financial information with the utmost confidentiality and professionalism Benefits: 90% healthcare premiums company covered HSA company contribution 401K match at 4% with immediate vesting Flexible PTO (typically 3 to 4 weeks a year) 10 paid holidays Monthly contributions for wellness Access to LinkedIn Learning with monthly dedicated time to explore Compensation Transparency The annual compensation range for this position is: $105,000 - $115,000 The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations. #LI-HYBRID Equal Opportunity 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.