Lead Financial Analyst

Open Text Corporation • Richmond Hill, ON

10d

About The Position

OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of their corporate culture. As a member of the team, you will have the opportunity to partner with highly regarded companies, tackle complex issues, and contribute to projects that shape the future of digital transformation. OpenText emphasizes AI in its operations, powering innovation and empowering digital knowledge workers. As a Lead Financial Analyst, you will play a key role in supporting data-driven decision-making across the Customer Success Organisation (CSO), including Professional Services, Technical Support, and Renewals. This role reports to the Sr. Director, FP&A and focuses on sales forecasting, pipeline analytics, and financial modelling. You will act as a trusted advisor to senior leaders, validating forecasts, identifying risks to targets, and helping leaders take informed action to drive predictable growth. Success in this role requires strong business judgment, sound forecasting discipline, and the ability to translate complex data into clear, practical insights.

Requirements

• 6–8 years of experience in finance, sales operations, or revenue operations within a fast‑paced, ambiguous tech environment, plus a bachelor’s degree in a related field (Business, Economics, Math, Statistics, Data Science, etc.).
• Advanced analytical, research, and problem‑solving skills, with the ability to turn complex data into actionable insights; strong SQL and experience with Python or similar analytical tools.
• High proficiency in Excel (including Power Pivot) to support planning, forecasting, and business reviews, along with hands‑on experience using Salesforce, SAP, and Power BI.
• Strong communication skills with the ability to present insights and recommendations to senior leaders and customer‑facing stakeholders.
• Strong business acumen, attention to detail, and ability to operate effectively in dynamic environments

Nice To Haves

• change‑management experience is a plus.

Responsibilities

• Partner closely with senior managers across CSO as the primary finance contact, evaluating pipeline quality, health, and hygiene; validating and critiquing manager‑generated forecasts; quantifying gaps to target; and identifying the drivers behind performance risk.
• Own, govern, and continuously improve forecasting models and assumptions for key performance indicators such as pipeline sufficiency and conversion, setting consistent standards and best practices across teams and functions.
• Assess forecast accuracy and bias across regional teams on an ongoing basis and over time, identifying systemic issues such as optimism, execution delays, churn risk, or recurring pipeline slippage. You will influence corrective actions through insight and partnership.
• Develop clear narratives around KPI performance, explaining variability driven by seasonality, product mix, capacity constraints, or structural changes in the business.
• Translate analytical findings into clear options, trade‑offs, and actions that enable leaders to prioritize effectively and improve outcomes.
• Support long‑term planning, investment analysis, and growth initiatives across CSO while influencing priorities in partnership with Finance leadership.

Benefits

• thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing
• variable and commission compensation opportunities for eligible roles
• vacation entitlement
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees