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Actionstep
Actionstep
51 – 200 Employees
LegalSaaS
Actionstep develops adaptable legal practice management software for midsize law firms. Its SaaS platform brings together document automation, client intake, workflow management, legal accounting, time capture, filing, and operational oversight, helping firms coordinate day-to-day work while managing profitability and growth. AI features support routine legal and administrative processes, and Microsoft Office 365 integration extends productivity across existing workflows. Actionstep serves practices including bankruptcy, family, and litigation law, with tools designed to improve efficiency, client service, and data protection.
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Strategic Finance Analyst (Canada Remote) – Actionstep

Support FP&A, pricing, margin analysis, commissions, and finance systems at Actionstep, a legal practice management and accounting SaaS company. Build financial models, automate reporting, and strengthen the data foundations used for decision-making.

CACanada
$95,000 – $110,000 / year
RemoteFull-timeJuniorEnglish RequiredFinancial Planning and Analysis
CloudERPSQL

Description

  • Help prepare and maintain annual budgets and rolling forecasts
  • Analyze budget-to-actual variances and business profitability
  • Develop and maintain financial models with scenario and sensitivity analyses using AI tools
  • Prepare datasets and analysis for board and executive reporting
  • Analyze gross margins across products, segments, and customer cohorts
  • Find opportunities to improve margins
  • Assist with pricing strategy and annual price increase analyses
  • Work with Billing and RevOps to verify pricing and margin data
  • Support monthly and quarterly commission calculations for Sales, Partner, and Operations teams
  • Complete quality checks before commissions are distributed
  • Investigate and resolve commission discrepancies
  • Collaborate with the Senior Financial & Systems Analyst on business intelligence, recurring reports, and analytical systems
  • Automate recurring finance outputs, including commission calculations
  • Help develop and maintain the company-wide data warehouse
  • Document the business logic used in recurring Finance calculations
  • Create and maintain dashboards and reporting views
  • Escalate upstream data-quality problems and coordinate their resolution with relevant teams
  • Report to the VP of Finance while partnering with Finance and RevOps

Requirements

  • Bachelor’s degree in finance, accounting, economics, or a related discipline
  • 1–3 years of experience as a Financial Analyst or in a comparable FP&A, accounting, or business analysis position
  • Advanced Excel capability, including complex formulas and financial modeling
  • Working knowledge of SQL and an interest in developing further expertise
  • Strong analytical ability and confidence working with large, imperfect datasets
  • Can communicate financial information clearly in reports, charts, and summaries for financial and non-financial audiences
  • Practical experience using financial or ERP systems
  • High attention to accuracy and personal accountability, especially for recurring deliverables that affect employee pay
  • SaaS or subscription-business experience is preferred
  • Experience with NetSuite or a comparable ERP is preferred
  • Experience with a cloud data warehouse such as Snowflake or BI and reporting tools such as Power BI is preferred
  • Experience calculating sales commissions or analyzing gross margins or pricing is preferred

Benefits

  • Medical, dental, and vision coverage options
  • RRSB with company matching
  • Flexible working arrangements and paid time off
  • Birthday leave
  • Regular team-building events
  • Training and professional development opportunities
  • Accommodations are available upon request throughout the recruitment process

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