Manager/Senior Manager, Financial Planning & Analysis

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

📋 Description

• Take ownership of, develop, and consistently enhance complex driver-based financial models that encompass the consolidated forecast, annual operating plan, and long-range plan, including scenario analysis, sensitivity analysis, and unit-economics evaluation to aid executive and Board decisions.

• Leverage a thorough understanding of services and delivery-based business economics, focusing on utilization, billable capacity, project margins, revenue recognition timing, and the relationship between headcount and revenue.

• Manage established FP&A processes comprehensively — from data collection to analysis and reporting — while promoting standardization, automation, and consistent close and forecast cycles instead of depending on ad hoc efforts.

• Effectively communicate with senior leadership and executives, transforming intricate financial analyses into clear, concise, and actionable narratives and materials.

• Oversee the monthly close collaboration with the Accounting team, including variance analysis, revenue reconciliation, and management reporting.

• Create materials for the Board, investors, and executives while adhering strictly to public company disclosure protocols.

• Collaborate with operations and delivery leaders to convert operational metrics into financial results.

• Assist in corporate development efforts, including valuation frameworks, due diligence support, and deal modeling.

• Mentor analysts and play a key role in the development of the FP&A function.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline; an MBA, CPA, or CFA is advantageous.

• At least six years of progressive FP&A experience (eight or more for Senior Manager), ideally within a public company or a high-growth technology or professional services setting.

• Experience in private equity, portfolio companies, or startups/high-growth environments is highly beneficial.

• Proficiency in advanced financial modeling and Excel is crucial; familiarity with modern planning tools (e.g., Adaptive, Pigment, Anaplan) and BI platforms is preferred.

• Hands-on experience with pricing, margin analysis, and/or deal economics.

• Strong grasp of GAAP, revenue recognition, and SEC reporting considerations.

• A proactive operator who takes ownership of processes and builds systems rather than merely reviewing — comfortable with details while maintaining a strategic perspective.

• Outstanding communication skills, with a demonstrated ability to present financial concepts to both financial and non-financial executive audiences.

• Experience in supporting M&A or corporate development is a strong advantage.

🏝️ Benefits

• Competitive salary package.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements.

• Inclusive and collaborative work environment.