Director, Financial Planning & Analysis (FP&A)

Corporate Finance Institute

2d•Remote

About The Position

Corporate Finance Institute® (CFI) is the leading, accredited provider of online courses, certifications and productivity tools for finance professionals. Since 2016, we have helped over one million learners and organizations access hands-on, expert-led training to develop best-in-class finance skills for the real world. With strong revenue growth across 170+ countries, CFI is high-energy and fast-paced. We strive to foster a work environment where our team of 50 employees can have fun, express a high degree of creativity and collaboration, and are empowered and motivated to succeed. We have won multiple awards through the years, including Inspiring Workplace of the Year and Canada's Most Admired Corporate Cultures. The Director of FP&A is a finance leader who drives data-informed decision-making across CFI. Reporting to the VP Finance & Accounting, this role partners across the business. The ideal candidate combines deep financial modeling expertise with a passion for developing people, a command of SaaS and marketing analytics, and hands-on experience with financial planning systems.

Requirements

Bachelor’s in Finance, Accounting, or Economics; MBA, CPA, CFA, strongly preferred
8–12+ years of progressive FP&A or strategic finance experience, with 3+ years leading and developing a team
Deep SaaS or subscription-business experience with proven command of recurring revenue metrics and unit economics
Hands-on experience implementing FP&A systems (Aleph, Abacum, Drivetrain, or similar)
Advanced financial modeling skills: three-statement models, DCF, scenario analysis, cohort modeling
Strong knowledge in Excel and Gsuite tools
Proficiency with ERP, CRM (Salesforce/HubSpot), and BI tools (Tableau, Looker)
Experience with marketing analytics including CAC/LTV analysis, funnel metrics, and channel ROI

Nice To Haves

Experience at a high-growth, PE-backed SaaS company ($20M–$200M ARR)
Familiarity with PLG metrics, freemium conversion modeling
EdTech or digital content subscription experience

Responsibilities

Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across all business units
Build and maintain dynamic three-statement models supporting scenario analysis
Lead monthly close analysis with variance reporting, clear driver narratives, and recommended corrective actions
Assist with preparation of board presentations, investor materials, and executive dashboards
Own CFI’s SaaS KPI framework: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, magic number and rule of 40
Build cohort analysis models to track retention curves, expansion revenue, and unit economics across segments
Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics
Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns
Analyze full-funnel performance (traffic → leads → trials → conversions → revenue) with channel attribution
Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency
Lead evaluation and implementation of FP&A planning tools
Drive integration between ERP, CRM, billing systems, and FP&A platforms to create a single source of financial truth
Champion automation of recurring reporting and data consolidation to free the team for strategic work
Create individualized career development plans with clear milestones, stretch assignments, and regular coaching
Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators
Communicate SLT decisions and initiatives top-down to help the team better align personal and team goals with company directions
Act as a proactive business partner to department heads, bringing financial perspective to operational decisions
Translate complex financial data into clear, actionable narratives for non-finance audiences
Support ad-hoc analysis as requested by the VP Finance & Accounting and SLT

Benefits

RRSP/401K employer matching
Excellent coverage for medical, vision and dental
4 weeks / 20 days of paid vacation
Sick days
Birthday Off!
Flexible Holidays
Paid Parental Leave
Annual Fit&Focused Allowance
Annual Learning Allowance - never stop learning!
Access to the full CFI library!
Team activities and social events, both virtually and in person
A dynamic environment with multiple ongoing projects that will allow you to make an impact on your work. We value everyone's contribution and give team members an equal opportunity to contribute daily to our goals
Remote-first culture with flexible hours and working arrangements. We believe in talent anywhere.