Financial Planning & Analysis Manager

Overview

This role drives strategic decision-making by providing financial insights and analysis to key stakeholders across the organization. The position includes primary ownership of the annual budgeting and ongoing forecasting for the overall company, preparation of financial performance reports for senior management and department leaders, direct liaison with the executive team to ensure alignment with financial goals, and development and maintenance of cross-functional operational reporting.

The role also serves as the chief owner of annual recurring revenue (ARR) metrics, working closely with Business Operations (BizOps) and Sales and Customer Success (CS) leadership to make decisions regarding treatment of unique or challenging edge cases in customer contracts. Strong understanding of SaaS business metrics is required.

Responsibilities

• 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 KPI tracking and variance analysis that identifies underlying business changes driving trends.
• 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 creation of new reporting templates as required.
• Conduct ad-hoc financial analysis to support business initiatives and investment decisions.
• Collaborate with senior leadership to develop new reporting as required in a cross-departmental capacity, supporting operational decision-making.
• Coordinate alignment and own end reporting results as published in external systems in Salesforce related to bookings, retention, and churn to ensure accuracy, timeliness, and alignment 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.
• Provide modeling and inputs that support compensation planning, including sales commission plans and annual salary and bonus budgets.
• Assist with M&A due diligence as required.
• Ensure compliance with external monthly, quarterly, and annual reporting requirements.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field required.
• Chartered Professional Accountant (CPA) designation a strong asset.
• Minimum 4-5 years’ experience in reporting and financial analysis, including at least 2+ years in the SaaS industry.
• Accounting knowledge required; US GAAP knowledge an asset.
• Advanced financial modeling skills, including experience with forecasting and budgeting.
• Strong understanding of the B2B SaaS business model and key performance metrics.
• Strong communication and presentation skills, with the ability to communicate financial information to both financial and non-financial audiences.
• Demonstrated ability to partner with leaders across the organization, translating financial concepts into practical terms and helping identify and analyze key drivers of financial and operational success.
• Excellent analytical and problem-solving abilities.
• Ability to complete tasks with autonomy while prioritizing across multiple ongoing projects and competing priorities.
• Prior experience with Intacct, Vena, and Salesforce is a plus.
• Demonstrated experience with process improvement and innovative thinking.

Compensation & Benefits

Estimated base salary range:

• $103,000 CAD - $128,000 CAD - $153,000 CAD for candidates based in Canada
• $119,000 USD - $144,000 USD - $169,000 USD for candidates based in the United States

These ranges reflect growth from building capability in the role to fully excelling over time, with most new hires joining near the midpoint. Actual salaries may vary within the range, or above or below it, based on experience, skills, location, and business needs.

Benefits (total rewards):

• Health benefits from day one
• 4 weeks of vacation, 7 Life Care Days, and a flexible holiday program to choose religious, spiritual, and cultural holidays
• Wellness Spending Account
• Home Office Spending Account
• Parental top-up, New Parent Days, and matched retirement savings
• Professional Development Budget
• Paid Volunteer Time

Location

This role is open to candidates who are located in, and authorized to work in, Canada or the United States.

Hybrid environment: most days, work from home or from the Waterloo or Toronto offices. On Wednesdays, team members who commute within commuting distance come together for in-person collaboration.