Position Title: Lead Senior Financial Analyst, Corp FP&A

Client Details:

The entity operates in Canada in the Software Education space and was recognized in 2018 as one of Canada’s fastest growing companies by Canadian Business. The rapidly growing firm is growing by Double digits has an amazing innovative culture and maintains a solid rating of 4.5 on Glassdoor Rating. They are in growth phase and are looking to ramp up their talent pool to take their company to next level.

Role Summary:

The Lead Senior Financial Analyst, Corporate FP&A will be responsible for a variety of financial duties surrounding the planning, analysis and reporting function. Your mission will be to support and accelerate the company’s growth by measuring key business performance metrics, preparing actionable insights, and assisting with capital markets activities. The ideal candidate is someone who thrives in a fast-paced environment, has a genuine interest in the North American SaaS ecosystem, and is excited to help build the financial backbone of the firm.

Main Job Responsibilities:

Work with different departments to understand and establish metrics/KPIs that align with strategic business objectives

Develop and maintain executive-level reporting, board/external investors reporting, and contribute to pitch decks for fundraising activities
Be the bridge between Finance and Data teams to report on and forecast the company’s revenue
Deep dive into the company’s BI tools to drive actionable insights for financial reporting, forecasting, and execution of company’s strategic initiatives
Assist with industry comparative analysis and benchmarking on key SaaS metrics

Location:
Oakville/Toronto, Ontario (Company has 2 offices headquarters in Oakville)

Salary Range:
Based on experience plus Bonus

Requirements:

Post-Secondary education in business administration, accounting, finance or equivalent
2-5 years of FP&A/business analytics experience, in a SaaS environment
Impeccable analytical skills, critical thinking, and attention to detail
Excellent communication skills with a proven ability to communicate with all levels within the company, including senior management
Extensive experience working in BI tools (such as Sisense Periscope and their connection with data warehouse) specifically

Proven ability to work with and synthesize data sets from various internal and external sources in an organized and tactical way
Proven ability to understand data sets that can be used for financial modelling and decision-making
Proven ability to drive and present actionable insights from a large amount of raw data sets
Advanced skills in MS Excel/Google Sheets
Demonstrated knowledge in building visualizations, dashboards, and maintaining key metrics/KPIs

Working knowledge in financial reporting and planning systems (i.e. Netsuite, Intact)
Comfortable with ambiguity, ownership, and able to thrive in a fast-paced environment

The Following are Additional Qualification Assets:

Completion of, or progress towards professional designations/degrees (e.g. CPA, CFA, MBA or equivalent)
Experience in Ed Tech

Business partnering experience on a Finance, Operations, or Systems team
SQL knowledge
Prior experience / involvement in capital markets activities

Other Awesome Perks Our Client Offers in addition to typical Compensation

A culture of transparency, where team members are involved in important conversations

No micromanaging here! The firm believes in their employees skills and abilities, thus they encourage you to bring new innovative ideas to your team
Full health benefits from day one (1) for employees and family, fully covered! Nothing is ever taken off your pay cheque
The firm is profitable company, with eligibility to participate in stock options for all employees
Flexible working hours that allow you to schedule your 8 hour day with a bit more flexibility. Company core office hours are 10:30am - 3:00pm
Remote work employee budget for things like home office equipment etc.

Flexible Work from Home Policy
Team building events that not only include you as a employee, but your significant other and children as well
Company pizza lunch every second week for ‘All Hands’, where company milestones are discussed
Fun activities to break up your day for a mental break, Join in some Ping Pong games, Smash Bros competitions or board games!

ID1890 - Lead Senior Financial Analyst, Corp FP&A