Finance Director

This is a fully remote position, open to applicants in Canada.

📋 Description

• Take ownership of weekly financial data management for a portfolio of client companies, ensuring that performance metrics, margins, and KPIs are precise, up-to-date, and ready for decision-making.

• Collaborate with accounting and controllership teams to verify reconciliations, month-end results, and the integrity of reporting from source data to executive-level reporting.

• Develop and oversee KPI dashboards, executive reporting packages, board materials, and investor-ready financial analyses.

• Direct annual budgets, rolling forecasts, variance analyses, and ongoing financial planning cycles across various client projects.

• Create and sustain dynamic financial models for one, three, and five years, encompassing three-statement models, scenario analyses, and sensitivity tables.

• Evaluate unit economics, pricing structures, channel mix, inventory management, vendor terms, COGS, and margin drivers to pinpoint areas of performance enhancement or deterioration.

• Act as the main analytical partner to Client CFOs, delivering the insights they require for board meetings, investor calls, lender updates, and strategic planning sessions.

• Facilitate discussions with founders and functional leaders in marketing, supply chain, operations, and finance as trust is established.

• Assist in fundraising, M&A, credit, and diligence activities by preparing investor materials, data rooms, cash runway analyses, and capital allocation scenarios.

• Convert complex financial data into straightforward, actionable recommendations for non-financial stakeholders.

⛳️ Requirements

• **Must-Have:**

• 6 to 8 years of progressive experience in FP&A, financial operations, corporate finance, controllership, or a closely related finance role.

• Demonstrated expertise in managing planning cycles, recurring reporting, financial analyses, and executive-ready deliverables from start to finish.

• Advanced financial modeling capabilities, including multi-year three-statement models, scenario analyses, sensitivity tables, and cash runway planning.

• Comprehensive understanding of accounting principles, including accrual vs. cash accounting, revenue recognition, COGS treatment, reconciliations, and inventory accounting.

• Familiarity with consumer business models such as DTC, retail, omnichannel, wholesale, CPG, beauty, or similar product-focused businesses.

• Strong executive presence with the ability to communicate effectively and confidently with CFOs, founders, investors, and senior operational leaders.

• Capability to manage multiple client engagements independently while ensuring accuracy, responsiveness, and sound judgment.

• **Nice to Have:**

• Previous experience in a multi-client, fractional finance, consulting, private equity operations, portfolio support, or multi-entity environment.

• Experience with QuickBooks Online, NetSuite, Xero, or comparable accounting platforms.

• Proficiency in BI, dashboarding, or reporting tools.

• Exposure to fundraising, M&A, lender reporting, investor materials, or diligence processes.

• Familiarity with LLMs such as ChatGPT or Claude, or automation tools to enhance finance workflows.

🏝️ Benefits

• Access to a **$200K+ perk marketplace** with discounts on over 150 global services.

• Option to **withdraw up to 50% of approved earnings** before payday.