Overview
The organization is seeking a Finance & Strategy Manager to partner with business leaders across the team. This role supports performance understanding, opportunity evaluation, and improved decision-making. You will build forecasting models, support strategic planning, lead business reviews, and translate analysis into clear recommendations for senior leadership and the CFO.
Responsibilities
- Build and maintain integrated financial models, scenario and sensitivity analyses, and business cases for new products, partnerships, and investments.
- Evaluate the economics of new commercial agreements (pricing, revenue share, unit economics, ROI) and help shape deal terms with business leaders.
- Support fundraising, M&A, and capital allocation decisions, including the models and analysis behind them.
- Own the monthly and quarterly forecast for supported areas; contribute to the annual budget and long-range plan by building driver-based models and inputs connecting operational metrics to P&L outcomes.
- Lead monthly and quarterly reviews of actuals vs. plan and forecast, explain variances, and flag risks and opportunities to business leaders.
- Partner with leadership on high-impact questions such as market sizing, investment prioritization, and cost optimization.
- Prepare clear executive-, board-, and investor-ready materials that communicate the story behind the numbers.
- Use SQL, BigQuery, and AI tools to automate recurring reporting and analysis.
Requirements
- 4+ years of experience in investment banking, corporate development, private equity, strategic finance or FP&A. Investment banking or private equity experience (Analyst or Associate) is preferred.
- Advanced financial modeling skills, including three-statement models and DCF, plus scenario and sensitivity analysis; expert in Excel / Google Sheets.
- Solid understanding of accounting and how the three financial statements connect.
- Excellent communication skills, including the ability to explain financial concepts to non-finance partners and present confidently to senior leadership.
- Working knowledge of SQL, or demonstrated ability to pick up technical tools quickly.
- Hands-on experience using AI tools (Claude, ChatGPT, Copilot, etc.) to work faster and automate repetitive tasks.
- Strong ownership, comfort with ambiguity, and a builder mindset.
- Bachelor’s degree in Finance, Economics, Business, Math, Engineering, or another quantitative discipline.
Preferred Qualifications
- Experience in tech, fintech, travel, marketplaces, or B2B partnerships.
- Experience with Python and/or BI tools (Looker, Tableau, etc.).
- CFA, CPA, or MBA.
Compensation & Benefits
- Competitive salary and upsides of pre-IPO equity packages.
- Group insurance plan: employer covers 100% of the premiums.
- Life insurance, short term disability, and long term disability coverage.
- HSA that covers eligible medical and dental expenses.
- Telemedicine services for employees and dependents.
- RRSP plan with automatic pre-tax withdrawals per pay.
- Very generous parental leave (much above industry standards).
- Unlimited PTO.
- Carrot Cash travel stipend.
- Access to co-working space on demand through FlexDesk AND a work-from-home stipend.
Location
Additional Information
By submitting your application, you acknowledge the use of AI-driven tools to assist in reviewing applications and assessing qualifications.