
51 - 200 employees
⚖️ Legal
☁️ SaaS
💰 Venture Round on 2020-09
Legal • SaaS • Legal Services
Actionstep is a modern, adaptable law firm management platform that provides midsize law firms with tools to transform their practices into top-performing businesses. With features like document automation, client intake, workflow automation, and comprehensive legal accounting, Actionstep helps firms work efficiently, delight clients, manage profitability, grow sustainably, and oversee operations. The platform incorporates AI to streamline legal processes, improve time capture, client intake, filing, and administration, while safeguarding client and firm data. Actionstep supports various areas of law practice such as bankruptcy, family, and litigation law, and integrates with Microsoft Office 365 to enhance productivity across legal operations.
🔥 22 minutes ago
🇨🇦 Canada – Remote
💵 $95k - $110k / year
⏰ Full Time
🟢 Junior
💸 Financial Planning and Analysis (FP&A)
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51 - 200 employees
⚖️ Legal
☁️ SaaS
💰 Venture Round on 2020-09
Legal • SaaS • Legal Services
Actionstep is a modern, adaptable law firm management platform that provides midsize law firms with tools to transform their practices into top-performing businesses. With features like document automation, client intake, workflow automation, and comprehensive legal accounting, Actionstep helps firms work efficiently, delight clients, manage profitability, grow sustainably, and oversee operations. The platform incorporates AI to streamline legal processes, improve time capture, client intake, filing, and administration, while safeguarding client and firm data. Actionstep supports various areas of law practice such as bankruptcy, family, and litigation law, and integrates with Microsoft Office 365 to enhance productivity across legal operations.
• Support the development and maintenance of annual budgets and rolling forecasts • Conduct budget-to-actual variance analysis and profitability analysis • Build and maintain financial models, including scenario and sensitivity analysis using AI tools • Contribute datasets and analysis to board and executive reporting materials • Conduct gross margin analysis by product, segment, and customer cohort • Identify margin improvement opportunities • Support pricing strategy and annual price increase analysis • Partner with Billing and RevOps to validate pricing and margin data • Support monthly/quarterly commission calculations for Sales, Partner, and Operations teams • Perform quality control checks before commission distribution • Investigate and resolve commission discrepancies • Partner with the Senior Financial & Systems Analyst on business intelligence, recurring reporting, and analysis systems • Automate recurring deliverables such as commission calculations • Contribute to the company-wide data warehouse infrastructure • Document business logic behind recurring Finance calculations • Build or maintain dashboards and reporting views • Flag upstream data quality issues and work with relevant teams to resolve them • Report to the VP of Finance and collaborate with Finance and RevOps teams
• Bachelor’s degree in Finance, Accounting, Economics, or a related field • 1–3 years of proven work experience as a Financial Analyst, or in a similar FP&A, accounting, or business analysis role • Strong Excel skills, including advanced formulas and financial modeling • Working knowledge of SQL and curiosity to learn more • Excellent analytical skills and comfort working with large, sometimes imperfect datasets • Ability to present financial data clearly through reports, charts, and summaries for both financial and non-financial audiences • Hands-on experience with financial or ERP systems • Strong personal accountability for accuracy, particularly on recurring deliverables that affect employee pay • Experience in a SaaS or subscription-based business preferred • Experience with NetSuite or a similar ERP platform preferred • Experience with a cloud data warehouse platform (e.g., Snowflake) or BI/reporting tools (e.g., Power BI) preferred • Prior experience with sales commission calculations, gross margin analysis, or pricing analysis preferred
• Medical, dental, vision offerings • RRSB with company match • Flexible working and PTO • Take your birthday off • Frequent team-building events • Fantastic training and development opportunities • Accommodations available on request for any part of the recruitment process
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