Strategic Financial Analyst

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Legal Accounting software. We are a fast-growing, dynamic business with a global customer base of more than 50,000 and a team of over 250 across the USA, Australia, UK, Canada, and New Zealand. 

Actionstep is expanding its product portfolio and adding richer AI functionality across the platform to deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules that increase competitive differentiation. 

THE PURPOSE OF YOUR ROLE 

The Strategic Finance Analyst is a core contributor to Actionstep’s Finance team. The role’s initial focus areas are core FP&A work, including forecasting and profitability analysis; gross margin and pricing analysis; and commission calculations across Sales, Partner, and Operations teams. You will report to the VP of Finance and work closely with the broader Finance and RevOps teams. As Actionstep’s needs evolve, the specific mix of responsibilities may shift, and you may take on additional or different analytical work over time. 

ABOUT YOU 

You are a strong finance analyst who thinks in numbers first, and you’re just as comfortable in the data and systems behind those numbers as you are in a spreadsheet. You build clean, reliable models and analysis, and you understand that the work behind a recurring deliverable has to be right every time, not most of the time. 

You bring real curiosity to the business behind the numbers. You do not just produce an analysis, you ask what it means and whether it should change how the business plans or decides.  

You move comfortably between recurring, deadline-driven deliverables and more open-ended strategic analysis, and you know how to prioritize when both compete for your time. 

You build trust across Finance and other teams by being accurate, responsive, and clear about what your analysis does and does not say. You take feedback well and ask questions up front rather than guessing. 

WHAT YOU WILL BE DOING 

The focus areas below reflect the business’s current priorities. As with most roles on a growing team, they may change as those priorities evolve, and may also include support for strategic initiatives such as partnerships or M&A as they arise. 

FP&A: Forecasting & Profitability 

• Support the development and maintenance of annual budgets and rolling forecasts. 

• Conduct budget-to-actual variance analysis and support profitability analysis across the business. 

• Build and maintain financial models to support business decisions, including scenario and sensitivity analysis, particularly through the use of AI tools.