LawPay

Financial Planning and Analysis

• Assist Finance Department with development of financial forecasts and budgets
• Engage in the annual planning process and on-going quarterly forecasts
• Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans.
• Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO.
• Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
• Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners.
• Assist with the continued development of budgeting, financial forecasting, and operating plan
• Support management team and department heads with analysis and reporting as needed
• Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance
• Increase productivity by developing automated applications and reports; coordinate information requirements
• Develop financial models, conduct benchmarking and process analysis

Financial Planning Analyst

Customer Success Manager

• Own growth, retention, and expansion outcomes for a large-scale customer portfolio by driving Gross and Net Revenue Retention (GRR/NRR) through proactive, data-driven engagement.
• Leverage customer health scores, usage data, and AI-driven signals to anticipate churn risk, manage renewals, and identify value-based expansion opportunities.
• Execute a scaled, one-to-many customer lifecycle strategy using automated and targeted touchpoints at key moments, supported by standardized playbooks to ensure consistency and broad coverage.
• Champion self-service and community-led success by promoting digital resources, analyzing engagement data to close adoption gaps, and increasing customer autonomy while reducing cost-to-serve.
• Collaborate cross-functionally within a Digital Customer Success Pod to ensure seamless handoffs, accurate forecasting, effective tooling usage, and continuous optimization of workflows and customer programs.