Overview
This role involves partnering with business leaders across the organization to understand performance, evaluate opportunities, and support better decision-making. You will build the modeling behind forecasts, partnerships, and strategic plans; lead business reviews; and translate analysis into clear recommendations for senior leadership and the CFO.
The role is a strong fit for someone who has built rigorous models under pressure in investment banking or private equity and now wants to apply those skills in-house, closer to day-to-day decisions. The team is lean and moves quickly, using SQL and AI tools to automate manual work so time can be focused on analysis and strategy.
Responsibilities
- Build and maintain integrated financial models, including:
- Scenario and sensitivity analyses
- 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 analyses behind them
- Own monthly and quarterly forecasting for the areas you support
- Contribute to the annual budget and long-range plan by building driver-based models and inputs that connect 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 materials for executive leadership, the board, and investors that explain 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
- DCF
- 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 a demonstrated ability to learn technical tools quickly
- Hands-on use of AI tools (Claude, ChatGPT, Copilot, etc.) to work faster and automate repetitive tasks
- Strong sense of ownership, comfort with ambiguity, and a builder mindset
- 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
- Well-funded and proven startup with large ambitions, competitive salary, and upsides of pre-IPO equity packages
- 100% coverage of premiums for the group insurance plan
- Life insurance and short-term and long-term disability coverage
- Health savings account (HSA) covering eligible medical and dental expenses
- Telemedicine access for employees and dependents via Dialogue
- RRSP plan with automatic pre-tax withdrawals per pay
- Very generous parental leave
- Unlimited PTO
- Carrot Cash travel stipend
- Access to co-working space on demand through FlexDesk and a work-from-home stipend
Location
Remote