Finance & Strategy Manager

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

📋 Description

• Develop and sustain integrated financial models, conduct scenario and sensitivity analyses, and create business cases for new products, partnerships, and investments.

• Assess the economics of commercial agreements, including pricing strategies, revenue sharing, unit economics, and return on investment (ROI).

• Collaborate with business leaders to shape deal terms.

• Assist in fundraising efforts, mergers and acquisitions, and capital allocation decisions.

• Manage monthly and quarterly forecasts for the areas you support.

• Contribute to the annual budget and long-range planning using driver-based models that link operational metrics to profit and loss outcomes.

• Lead monthly and quarterly evaluations of actual performance compared to plans and forecasts.

• Clarify variances and identify risks and opportunities for business leaders.

• Collaborate with leadership on market sizing, prioritizing investments, and optimizing costs.

• Prepare materials suitable for executives, boards, and investors.

• Utilize SQL, BigQuery, and AI tools to automate regular reporting and analysis.

• Act as a financial partner to business leaders, providing insights and recommendations to senior leadership and the CFO.

⛳️ Requirements

• Minimum of 4 years of experience in investment banking, corporate development, private equity, strategic finance, or financial planning and analysis (FP&A).

• Advanced skills in financial modeling, including three-statement models, discounted cash flow (DCF), scenario analysis, and sensitivity analysis.

• Expert-level proficiency in Excel and Google Sheets.

• Strong grasp of accounting principles and the interconnections between the three financial statements.

• Exceptional communication and presentation abilities.

• Familiarity with SQL or a proven aptitude for quickly learning technical tools.

• Practical experience with AI tools such as Claude, ChatGPT, or Copilot.

• Strong sense of ownership, comfort with ambiguity, and a builder mindset.

• A degree in Finance, Economics, Business, Mathematics, Engineering, or a related quantitative field.

• Prior experience in investment banking or private equity is preferred.

• Background in technology, fintech, travel, marketplaces, or B2B partnerships is advantageous.

• Experience with Python and/or business intelligence tools like Looker or Tableau is a plus.

• CFA, CPA, or MBA credentials are a plus.

🏝️ Benefits

• Competitive salary.

• Pre-IPO equity packages/options.

• 100% employer-covered group insurance premiums.

• Life insurance coverage.

• Short-term and long-term disability insurance.

• Health Savings Account (HSA) for eligible medical and dental expenses.

• Access to Dialogue telemedicine services for employees and their dependents.

• RRSP plan with automatic pre-tax contributions.

• Generous parental leave policy.

• Unlimited paid time off (PTO).

• Carrot Cash travel stipend.

• Access to on-demand coworking space through FlexDesk.

• Work-from-home stipend.

• Entrepreneurial culture that fosters innovation.

• Open lines of communication with management and company leadership.

• Small, dynamic teams that make a significant impact.