Finance Business Partner (FP&A)

Overview

The organization is seeking a Finance Business Partner to help build the next stage of the Finance function. This role will support the Director of Finance with financial planning & analytics, reporting, accounting support, and business partnering, while building the processes and tools needed to scale.

A key focus will be developing and maintaining a 36-month financial plan and strengthening forecasting and reporting capabilities in an evolving environment.

Responsibilities

Build and develop FP&A processes

• Build, maintain, and continuously improve the company’s 36-month financial plan, including revenue, expenses, headcount, cash flow, and key operating assumptions.
• Establish and continuously improve core FP&A processes, including budgeting, forecasting, reporting, and variance analysis.
• Partner with functional leaders to develop budgets, forecasts, and financial plans aligned with company objectives.
• Track key SaaS and operational metrics, translating business performance into actionable financial insights.

Reporting & business partnering

• Develop and maintain financial reports, dashboards, and performance reporting for leadership and operational teams.
• Deliver timely, accurate, and actionable financial insights, including variance analysis and clear links between operational drivers and financial results.
• Partner with cross-functional leaders to improve financial understanding, reporting quality, and business decision-making.

Accounting & controller support

• Support the Controller with month-end close activities, including journal entries, supporting schedules, and financial analysis.
• Manage monthly commission calculations, validation, and tracking while partnering with Sales, Customer Success, and Accounting to improve related processes.

Systems, automation & process development

• Design and improve scalable finance processes that reduce manual work, strengthen controls, and improve data quality.
• Identify and implement automation and AI solutions across FP&A and accounting processes to improve efficiency, scalability, and reporting.
• Develop process documentation and support the implementation and optimization of finance systems and tools.

Requirements

• Strong communication and collaboration skills; ability to present financial information clearly to non-finance stakeholders and leadership.
• Strong business acumen and ability to connect financial results with underlying business drivers.
• Ability to build accurate financial models and long-range forecasts that connect business drivers to financial outcomes and support strategic decision-making.
• Ability to thrive in a fast-paced environment by independently managing multiple priorities and adapting to change.
• Ownership mindset: proactively solves problems, follows through on commitments, and delivers high-quality work with minimal oversight.
• Demonstrates continuous learning and efficiency habits, embracing change and leveraging AI and automation tools where appropriate to improve workflows.

Preferred Qualifications

• Experience working in a SaaS or technology organization.
• Experience supporting financial planning, forecasting, and long-range planning.
• Experience building or improving FP&A processes in a growing organization.
• Experience developing financial models and multi-year financial plans.
• Experience with Rillet, Fathom, Dext, and Google Workspace.
• Experience using AI tools, agents, or automation workflows to design, improve, or scale finance processes is an asset.
• CPA designation or progress toward a CPA designation is an asset.

Compensation & Benefits

• RRSP matching.
• Great benefits for health & wellness; coverage starts as soon as you do.
• Flex days in addition to vacation days and time off for your birthday.

Location

• Guelph, Ontario, with a team across Canada.

Additional Information

• If you require accommodation during the application process, let the team know. The organization is committed to an inclusive work environment and welcomes applicants of all backgrounds and perspectives.
• AI-based tools may be used to support screening; all resumes are reviewed by a member of the team.

Success Metrics

• Forecast accuracy: no surprises within a 90-day window.
• Long-term forecast: 36-month forecast maintained with no missed monthly updates.
• Business insights: monthly financial reports delivered on time with clear explanations of key variances and recommended actions.
• Operational efficiency: at least one quarterly automation or AI enhancement that measurably improves efficiency, accuracy, or cycle time.