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 financial 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 d