Manager, Financial Planning & Analysis

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

📋 Description

• Lead the comprehensive process of financial consolidation for the enterprise across all business units and regions, ensuring results are accurate, timely, and consistent.

• Create, sustain, and automate standardized management and operational reports to enhance executive visibility, forecasting accuracy, and decision-making support.

• Propel continuous enhancements in reporting processes and analytics to improve insight generation and forecasting accuracy.

• Take ownership of the preparation and delivery of all monthly, quarterly, and annual reporting packages intended for executive leadership, the CEO, and the Board of Directors.

• Craft clear, data-driven narratives and visuals that effectively convey company performance, significant trends, and strategic initiatives.

• Supervise and continuously refine the budgeting, forecasting, and long-term planning processes throughout the enterprise.

• Establish and track key growth metrics, including SaaS performance indicators (ARR, churn, CAC, LTV, etc.), to facilitate data-driven decision-making.

• Act as a strategic finance partner to functional leaders, offering actionable insights and financial guidance to enhance performance and accountability.

• Lead and mentor a high-performing FP&A team, encouraging professional development and fostering analytical excellence.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA is preferred.

• Over 7 years of progressive FP&A experience, preferably within a SaaS or technology-driven organization.

• Established expertise in financial reporting, consolidation, and planning, with experience in preparing materials for executive leadership and Boards of Directors.

• Advanced proficiency with Workday Adaptive Planning (or similar tools) and a solid understanding of ERP and data integrations.

• Extensive knowledge of SaaS financial metrics, business models, and unit economics.

• Proven success in managing and developing teams in a dynamic, private equity–backed environment.

• Experience in supporting investor relations, capital planning, or strategic finance initiatives is a plus.

• Familiarity with automation and analytics tools (Power BI, Tableau, SQL) for improved reporting is advantageous.

• Strong executive presence with the ability to communicate complex financial insights in a clear and persuasive manner.

🏝️ Benefits

• Purpose-driven company with a Values-focused culture – Best Life, One Team, Growth Mindset.

• Time Off – Our open PTO policy provides flexibility in how and when you take your time off!

• Days of Disconnect – Once a quarter, we come together for a collective break and enjoy a day off globally.

• Parental & Pawternity Leave – We offer leave for when your family expands by two feet or four paws!

• Best Life Perk – We are dedicated to supporting you in your fitness journey with quarterly reimbursement.

• Medical/Dental/Vision coverage.

• EAP – We provide assistance when you need it. Period.

• Premium Calm App – Enjoy peace with a Calm App subscription for you and up to 4 dependents over the age of 16.

• And more! – There are numerous benefits that we couldn't possibly list them all here!