SurePoint Technologies · 13 hours ago
Senior Financial Analyst
United States
Full-time
Remote
Senior Level
5+ years expSurePoint Technologies delivers award-winning software that helps mid-sized law firms boost efficiency and maximize financial performance. The Senior Financial Analyst will play a key role in supporting financial planning, analysis, and decision-making at a strategic level, focusing on financial modeling, budgeting, forecasting, and providing actionable insights.
Information TechnologyLegalLegal TechSoftware
Responsibilities
Develop and maintain complex financial models, including financial projections, budgeting, forecasting, and scenario analysis. Ensure models are robust, accurate, and reflect various strategic scenarios
Collaborate with the Director of FP&A to support quarterly reforecasting efforts and the annual budgeting process. Work closely with leadership to ensure accuracy and alignment with overall business goals
Track and report on financial performance against budget and historical trends, providing variance analysis and actionable recommendations to leadership and private equity partners. Produce timely and accurate financial reports, dashboards, and ad-hoc analyses to support decision-making
Work closely with cross-functional teams, including Operations, Sales, Marketing, and Product, to gather data, understand key business drivers, and support decision-making with financial insights and analysis
Assist with financial reporting to private equity sponsors, including performance metrics, KPI reporting, and value-creation tracking. Help ensure that financials and reports align with investor expectations
Support the Director of FP&A in long-term strategic planning, including the development of financial models for new initiatives, potential M&A activity, and other growth strategies
Identify opportunities for process enhancements within the FP&A function, improving the accuracy, efficiency, and timeliness of reporting, forecasting, and financial modeling
Provide ad-hoc analysis to leadership to support business decisions, investment opportunities, and strategic initiatives
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
5+ years of experience in financial planning and analysis, with a strong focus on financial modeling, forecasting, and reporting
Strong proficiency in financial modeling, budgeting, and forecasting
Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow)
Strong analytical and problem-solving skills
Knowledge of private equity financial reporting and metrics
Proficiency in financial software and tools (e.g., Excel, ERP systems, FP&A software)
Ability to prioritize and work effectively in a fast-paced, dynamic environment
Strong business acumen with the ability to understand and interpret business strategy and financial implications
Excellent communication skills, both written and verbal, with the ability to interact effectively with leadership and cross-functionally
High level of integrity and professionalism
Strong attention to detail and a results-oriented approach
Preferred
Experience in the SaaS industry or technology sector strongly preferred
Previous experience working in a private equity backed environment is a plus
Benefits
Health Insurance (medical, dental, vision)
Flexible Spending Accounts
Life, Short-term and Long-term Disability Insurance (employer paid)
Health Savings Accounts
Wellbeing Benefits
401K (immediately vested, employer match)
Paid Time Off (Flexible PTO, holidays)
Employee Assistance Program
Summer Flex Fridays
Company
SurePoint Technologies
SurePoint Technologies develops a cloud-based financial and practice management software for law firms.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
ParkerGale Capital
2021-06-02Acquired
2018-05-02Private Equity
Leadership Team
David Coke
Interim CFO
Daniel Hurley
Chief Sales Officer
Recent News
2025-10-16
2025-03-12
Company data provided by crunchbase