Senior Financial Analyst

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

📋 Description

• Take ownership of the company's rolling forecast model, encompassing revenue, headcount, and operating expenses.

• Spearhead quarterly reforecast cycles in collaboration with department heads, consolidating inputs and highlighting key variances against budget and previous forecasts.

• Assist in the annual operating plan process, which includes departmental build-ups, scenario modeling, and presentations for executive review.

• Compile monthly and quarterly financial packages for internal leadership and external stakeholders such as the board and private equity sponsors.

• Develop and sustain SaaS KPI reporting including ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn metrics.

• Calculate and manage customer-level ARR tracking, which encompasses new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across all systems.

• Create and maintain variance analysis with a clear narrative connecting actuals to budget and forecast.

• Automate and enhance recurring reporting workflows to minimize manual effort and increase accuracy.

• Act as a finance partner across various functional areas.

• Convert financial data into actionable insights for operational leaders with differing levels of financial knowledge.

• Provide support to department heads in headcount planning, quota and commission modeling, and budget management.

• Develop scenario and sensitivity models to inform strategic decisions related to pricing, go-to-market investments, and M&A diligence support.

• Contribute to materials for the board and investors, including financial slides, KPI commentary, and executive summaries.

• Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as necessary.

⛳️ Requirements

• 3–7 years of experience in Financial Planning & Analysis (FP&A), corporate finance, accounting, or a similar analytical position.

• Previous experience in a SaaS or subscription-based technology company is highly preferred.

• Expertise in Excel financial modeling, including multi-tab P&L models, scenario analysis, and dynamic lookups; experience with VBA or macros is a plus.

• Strong understanding of SaaS metrics, including ARR, MRR, NRR, GRR, CAC, LTV, churn, and bookings.

• Familiarity with GAAP revenue recognition principles, particularly ASC 606.

• Exceptional written and verbal communication skills; capable of presenting information clearly to both operational and executive audiences.

• Strong attention to detail with the ability to manage multiple deliverables within deadlines.

🏝️ Benefits

• Remote-first work environment.

• Health, Dental, Vision, Life, and Disability Insurance options available from day one.

• 401K plan with matching contributions and immediate vesting.

• 17 company holidays, 2 floating holidays, plus a competitive paid time off policy.

• Opportunities for internal advancement.