Financial Planning and Analysis at Evisort

Vancouver, British Columbia, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Dental Technology, Healthcare, AIIndustries

Requirements

10+ years’ progressive Finance professional experience and 5+ years’ FP&A leadership experience in technology SaaS sector; finance experience with HealthTech SaaS business is an asset
Bachelor’s degree with major in finance, economics or business; CPA or CFA is required, and MBA is an asset
Strong analytical and modeling skills to prepare dynamic financial forecasts, financial analysis & business analysis
Deep business acumen in SaaS high-tech business sector with the ability to translate business growth strategy into driver-based financial models to help drive business performance accountability and advance strategy execution capability; experience with Series C+ startups is preferred
Outstanding communication and presentation skills to articulate complex financial concepts and issues in a simple manner and tell compelling business story to drive sound decision making
Strong adaptability to ever-changing business environment

Responsibilities

Develop and monitor the business’ annual budget event, including establishing comprehensive budget tools and acting as project manager to ensure budget delivery on time and with high quality
Collaborate with accounting team to provide monthly, quarterly and annual actual vs. budget analysis with actionable insights to help ensure financial reporting accuracy and drive business performance outcome
Partner with cross functional leaders to establish driver-based rolling forecast practice with focus on tool and process development
Partner with Sr. leadership team to develop management reporting to enable actionable insights to both internal and external stakeholders
Provide financial modeling, financial analysis and business analysis to support the business’s strategic initiative approval decision making and execution
Provide inputs on FP&A function vision and development strategy in terms people, process and system
Play a linchpin role across functions and a strategic translator role between business and finance to drive effective communication and meaningful collaboration
Help improve the business acumen of finance function and the finance acumen throughout the organization
Other ad-hoc initiatives / tasks as assigned

Skills

Budgeting

Financial Forecasting

Variance Analysis

Rolling Forecast

Management Reporting

Strategic Planning

Financial Modeling

Evisort

AI-powered contract analytics and management

About Evisort

Evisort provides AI-powered contract analytics and lifecycle management services to help businesses manage their contracts more efficiently. The company's technology has been trained on over 11 million contracts, allowing it to analyze a vast amount of contract data with high accuracy. This capability enables clients to search and review contracts significantly faster, reportedly improving efficiency by over 93%. Evisort serves a diverse range of clients, including sales operations directors, CFOs, and legal operations directors from various industries, helping them focus on closing deals instead of dealing with paperwork. Unlike traditional contract management solutions, Evisort's services also provide insights into contractual security risks and streamline vendor audits. The goal of Evisort is to protect and accelerate its clients' businesses by reducing the time spent on contract management and minimizing risks.

San Mateo, CaliforniaHeadquarters

2016Year Founded

$151.4MTotal Funding

SERIES_CCompany Stage

Data & Analytics, AI & Machine Learning, LegalIndustries

51-200Employees

Benefits

Unlimited PTO

Medical, dental, & vision

Remote-first work

Holiday shutdown

Wellness resources

Team events

Risks

Workday acquisition may disrupt existing client relationships and service delivery.

Partnership with Icertis may create conflicts of interest affecting market positioning.

Document X-Ray(TM) may face adoption resistance or technical issues impacting satisfaction.

Differentiation

Evisort uses AI to analyze over one billion contract data points accurately.

Evisort's Document X-Ray(TM) offers unprecedented visibility into contract agreements.

Evisort's AI technology transforms legal challenges into strategic opportunities for businesses.

Upsides

Evisort's acquisition by Workday enhances platform capabilities and customer base.

Partnership with Icertis could lead to innovative solutions and market expansion.

Recognition as a 'Top Performer' highlights strong market position and customer satisfaction.

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