Senior Strategic Financial Analyst

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

📋 Description

• KPI Definition: Create and uphold a comprehensive set of metrics for SaaS (e.g., ARR, NRR, CAC, LTV, Magic Number) to monitor performance across Revenue, R&D, and Support.

• Financial Modeling: Develop and enhance intricate financial models to evaluate revenue streams, customer segmentation, pricing strategies, and the productivity of the sales team.

• FP&A Leadership: Collaborate with the VP of Finance to facilitate the annual budgeting and quarterly forecasting processes, integrating real-time insights derived from operational data.

• Deal Strategy: Act as the financial advisor to the Deal Desk and Sales Leadership; assess pricing, deal profitability, non-standard contract terms, and implications for revenue recognition, offering recommendations and input to shape the contract and order form structure.

• Compensation Analysis: Evaluate the ROI of sales compensation plans and GTM organizational structure to ensure alignment with the company's growth objectives.

• Ad-Hoc Strategy: Perform in-depth analyses on specific business inquiries (e.g., new market entry, product margin analysis) to aid executive decision-making.

• CRM to Finance Integration: Lead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).

• Data Governance: Establish the "source of truth" for sales data. Implement quality controls to guarantee the accurate flow of booking and revenue data into financial reporting.

• Process Engineering: Create standardized operating procedures (SOPs) for financial analysis to transition the department from ad-hoc reporting to scalable, automated frameworks.

⛳️ Requirements

• Experience: Over 5 years of progressive experience in FP&A, Strategic Finance, or Sales Operations, coupled with robust analytical expertise in business strategies.

• Industry Background: Previous experience within an Enterprise SaaS company and a background in private equity or investment banking is preferred.

• Technical Stack:

• - Advanced proficiency in Excel (complex modeling) is mandatory.

• - Strong familiarity with Salesforce (reporting, dashboards, object relationships) is crucial.

• - Experience with BI tools (e.g., Tableau, Power BI, Looker, Python) and Planning tools (e.g., Anaplan, Adaptive Insights) is a significant advantage.

• Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. An MBA or master’s degree is a plus.

• Soft Skills: Demonstrated ability to convert complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication and writing skills. Excellent team collaborator who is self-driven and motivated.

🏝️ Benefits

• Impact: You won’t merely report the news; you will actively shape it by influencing deal structures and operational strategy.

• Visibility: Direct reporting line to the VP of Finance and consistent exposure to GTM leadership.

• Builder Mindset: Opportunity to create processes from the ground up rather than simply inheriting existing ones.