Manager, Financial Planning and Analysis

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

📋 Description

• Conduct thorough product-level cost analyses to aid in strategic decision-making.

• Develop and maintain profitability reports for existing products, ensuring they are accurate and delivered promptly to both internal and external stakeholders.

• Generate ad hoc financial reports as requested by Beedie and Scotia, ensuring data integrity and alignment with lender/investor requirements.

• Evaluate current and historical trends in key performance indicators (KPIs) such as revenue, cost of sales, expenses, and capital expenditures, highlighting risks and recommendations to the Director.

• Keep financial models updated and accurate to ensure they are efficient and user-friendly.

• Create and maintain dashboards and regular reports that track key metrics for SaaS and service-based businesses.

• Identify and execute opportunities to automate recurring financial planning and analysis (FP&A) processes, minimizing manual preparation time.

• Track key assumptions and project-level profitability within the financial model as business conditions evolve.

• Serve as the primary contact point between Finance and other departments regarding FP&A reporting requirements.

• Assist with due diligence for potential mergers and acquisitions (M&A) targets, including financial analysis and data collection, under the guidance of the CFO.

• Help assess the financial implications of potential acquisitions on both revenue and profit margins.

• Maintain and refresh cash forecasting models to facilitate effective working capital management.

• Collaborate with department leaders to comprehend the factors influencing financial outcomes.

• Prepare weekly reports on Closed Won, Churns, and Closed Lost opportunities, along with supporting commentary for senior management.

• Coordinate with Sales, Operations, and HR to collect updates that contribute to financial and cash forecasts.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• A minimum of 5 years of progressive experience in financial planning & analysis (FP&A), cost analysis, or a comparable finance role.

• Practical experience in building and maintaining product profitability analyses and financial models.

• Strong expertise in financial modeling, Excel, and data analysis tools.

• Solid understanding of financial KPIs, revenue recognition, cost of sales, expenses, and capital expenditures.

• Detail-oriented with a keen emphasis on accuracy and data integrity.

• Capable of independently managing the intricacies of financial models and reports while juggling multiple priorities and deadlines.

• Effective communicator, able to present analyses clearly and concisely to senior management and other departments.

• Preferred experience with SaaS or service-oriented business models.

• Experience in automating financial processes or creating dashboards for business performance monitoring.

• Familiarity with financial systems and reporting software (e.g., SAP, NetSuite, Hyperion, or similar).

🏝️ Benefits

• Fully remote work setup, complemented by a Toronto headquarters that fosters in-person collaboration, connection, and team events when beneficial.

• Competitive salary and benefits package, including 4 weeks of paid vacation and 6 personal days.

• Meaningful work that has a direct impact on patient care.

• Opportunities for growth with leaders who promote development through mentorship.