Financial Planning & Analysis Manager

Lead the annual budgeting and forecasting process, including developing financial models, analyzing trends, and collaborating with department heads

Provide monthly and quarterly financial reporting and analysis, including key performance indicator (KPI) tracking, and variance analysis that identifies the underlying business changes driving any trends to provide insight across the organization.

Develop and maintain complex financial models to support strategic planning and decision-making, incorporating key SaaS metrics (e.g., churn, customer acquisition cost, rule of 40)

Prepare quarterly operating reports and supporting data for the Board and external stakeholders, including (as required) the development of new reporting templates

Conduct ad-hoc financial analysis to support business initiatives and investment decisions

Collaborate directly with senior leadership to assist in the development of new reporting as required in a cross-departmental capacity, to assist with operational decision making

Coordinate alignment and own end reporting results as published in external systems in Salesforce related to bookings, retention, and churn to be accurate, timely and in line with official records

Partner with BizOps and Sales & Customer Success leadership on the financial treatment of customer contracts, including non-standard terms and edge cases, and provide the modelling and inputs that support compensation planning, including sales commission plans and annual salary and bonus budgets

Assistance with M&A due diligence as required

Ensure compliance with external monthly, quarterly, and annual reporting requirements of the Company

Bachelor's degree in Finance, Accounting, or a related field required

Chartered Professional Accountant (CPA) designation a strong asset