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About the Role

Support financial planning and strategic analysis efforts for Platform North America. This role involves supporting in-country FP&A initiatives, requiring a strong technical grasp of financial/accounting concepts, financial modeling, forecasting, and business analytics. As a self-starter, you will be hands-on and capable of delivering within a high-performing, global team.

Responsibilities

• Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities.
• Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends.
• Analyze key financial and operational KPIs, providing structured insights (MoM, YTD, trend analysis).
• Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data.
• Act as a finance contact for operational teams, bridging financial analysis and business performance.
• Partner with local Controllers and support Global Head of FP&A with group-level planning, reporting, and performance review across business units.
• Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers.
• Dive deeply into financial and non-financial data to become a subject matter expert and provide actionable insights.
• Support future initiatives such as new planning system implementation, ad-hoc projects including M&A or IPO readiness.
• Partner with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Support continuous improvement of FP&A processes and tools to increase efficiency, accuracy, and timeliness of financial planning and reporting.
• Promote a teamwork mentality and proactive problem-solving across the finance function.

Requirements

• Bachelor’s degree in accounting, finance or related field
• CPA qualified
• 3+ years’ post qualification experience in financial planning and analysis, corporate finance (inhouse or advisory) or similar fields
• Experience in Technology and/or legal services industry is preferred but not essential

Skills

• Strong financial modelling skills (budgeting, forecasting, scenario analysis)
• Ability to present financial information clearly and concisely to senior management and key stakeholders to support business decisions
• Solid understanding of financial reporting and its linkage to FP&A
• Experience working in cross-functional and fast-paced environments
• Strong interpersonal skills for collaborating with different departments and levels within the global organization
• Experience with Workday Adaptive Planning/Reporting and NetSuite
• Advanced Excel skills with the ability to build financial models to support decision-making
• Excellent team player skills

Location

• San Francisco

Work Type

• Hybrid

Experience Level

• 3+ years’ post qualification experience

Education Level

• Bachelor’s degree
• CPA qualified

Salary/Compensations

• $86,200 to $145,395 USD

Benefits

• 401(k) Match
• Medical, Dental, & Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums
• Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
• 20 Days of Paid Time Off (PTO)
• 11 Paid Holidays
• “Be Me Time” off for mental health, re-charging, volunteering
• Matching Gift Program
• Monthly Internet Stipend for Remote Employees

About the Company

• InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully.
• Global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.
• A highly ambitious company passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership.
• Seeking smart, dedicated individuals eager to help build a market-leading solution that makes a difference in the lives of clients.

Equal Opportunity

• InfoTrack is an equal opportunity employer.
• We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger.
• We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.
• Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.