Senior Strategic Financial Analyst

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

📋 Description

• KPI Definition: Create and manage a detailed suite of SaaS metrics (such as ARR, NRR, CAC, LTV, Magic Number) to monitor performance across Revenue, R&D, and Support.

• Financial Modeling: Develop and enhance advanced financial models to examine revenue streams, customer segmentation, pricing strategies, and sales team efficiency.

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

• Deal Strategy: Act as the financial partner to the Deal Desk and Sales Leadership; evaluate pricing, deal profitability, non-standard contract terms, and revenue recognition implications, while providing recommendations to shape the contract and order form structure.

• Compensation Analysis: Assess the ROI of sales compensation plans and the GTM organizational framework to ensure alignment with company growth objectives.

• Ad-Hoc Strategy: Perform in-depth analyses on specific business issues (such as new market entry and product margin analysis) to support executive decision-making.

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

• Data Governance: Establish the definitive "source of truth" for sales data. Enforce 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, along with strong analytical capabilities for business strategies.

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

• Technical Stack:

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

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

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

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

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

🏝️ Benefits

• Impact: You won’t merely report the news; you’ll help shape it by influencing deal structures and operational strategies.

• Visibility: Direct reporting line to the VP of Finance and regular interaction with GTM leadership.

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