Financial Planning and Analysis (FP&A)

PSD•London, ON

6d•CA$110,000 - CA$140,000•Hybrid

About The Position

We are seeking a highly analytical and business-oriented finance professional to join our Finance team as our first dedicated FP&A hire. Reporting directly to the Chief Financial Officer (CFO), the Lead, FP&A will have the opportunity to build and scale the Financial Planning & Analysis function within a fast-growing, growth equity-backed SaaS company serving the public sector. This is a highly visible, hands-on role that combines strategic finance with day-to-day execution. The Lead, FP&A will continue building scalable processes, financial models, reporting, and business partnerships that enable data-driven decision-making across the organization. This individual will work closely with the CFO and cross-functional business leaders to support rapid growth, operational excellence, investor reporting, and long-range financial planning. The successful candidate will bring a builder's mindset and enjoy creating structure, processes, and best practices from the ground up. As the company grows, this role has the opportunity to evolve into the future leader of the FP&A function. The Lead, FP&A will also embrace modern finance technologies and AI, including Claude Teams, to improve productivity, automate workflows, enhance financial analysis, and modernize planning and reporting processes while maintaining appropriate financial controls and data governance.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
5–8+ years of progressive FP&A or strategic finance experience, preferably within a SaaS company with recurring revenue and a private equity or growth equity-backed organization.
Strong understanding of SaaS subscription economics and key performance metrics, including ARR, MRR, NRR, GRR, CAC, CAC Payback, LTV, Gross Margin, Rule of 40, churn, and customer cohort performance.
Demonstrated expertise building sophisticated financial models and business cases, with advanced Microsoft Excel and financial modeling capabilities.
Experience using Sage Intacct for financial reporting, planning, and analysis.
Hands-on experience using Claude Teams or comparable enterprise AI platforms within a finance environment.
Excellent communication and presentation skills, with the ability to translate complex financial information into clear business insights.
Self-starter with a builder mindset who is comfortable creating structure, processes, and scalable solutions in a growing organization.
Experience building or scaling an FP&A function, including forecasting processes, management reporting, financial models, and executive dashboards.
Experience supporting growth equity-backed companies, including investor reporting,, strategic finance initiatives, and financial due diligence.

Nice To Haves

Experience in GovTech, Public Sector software, or other regulated SaaS industries is preferred.
Experience supporting a high-growth SaaS company with approximately $10M–$100M in Annual Recurring Revenue (ARR) is preferred.
Experience implementing or optimizing FP&A systems, reporting infrastructure, and AI-enabled finance workflows is preferred.
Experience with Power BI, Tableau, or similar business intelligence platforms; Salesforce CRM; Adaptive Planning, Planful, Pigment, Anaplan, or similar FP&A planning tools; SQL or other data analysis tools is preferred.
Exposure to data warehouses, business intelligence platforms, and modern analytics environments is preferred.
CPA, CFA, or MBA is considered an asset.

Responsibilities

Serve as the company's foundational FP&A leader, building the FP&A function, processes, and capabilities from the ground up.
Partner directly with the CFO to support the company's financial strategy, planning, forecasting, and performance management.
Design and implement scalable budgeting, forecasting, long-range planning, and management reporting processes.
Build sophisticated financial models to support revenue forecasting, operating expenses, headcount planning, cash flow, and strategic initiatives.
Continue refining executive dashboards, KPIs, and management reporting that provide timely, actionable insights to the CFO and executive leadership team.
Prepare monthly and quarterly reporting packages for executive leadership and the Board of Directors.
Partner closely with Sales, Customer Success, Product, IT, Marketing, and Services to evaluate business performance, identify opportunities for operational improvement, and provide actionable financial recommendations that support strategic decision-making.
Analyze key SaaS metrics, including: Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), Net Revenue Retention (NRR), Gross Revenue Retention (GRR), Customer Acquisition Cost (CAC), CAC Payback, Lifetime Value (LTV), Gross Margin, Rule of 40, Churn and customer cohort performance.
Support lender requests, strategic finance initiatives, due diligence, and long-range financial planning.
Continuously improve finance systems, reporting, planning processes, and internal controls to support a growing organization.
Collaborate with the Accounting team during month-end close to ensure accurate financial reporting and meaningful variance analysis.
Utilize Claude Teams extensively to accelerate financial analysis, automate reporting, improve documentation, summarize financial results, and enhance forecasting workflows.
Develop AI-enabled workflows and prompt strategies that improve the speed, quality, and consistency of financial planning and analysis.
Evaluate opportunities to integrate AI into budgeting, forecasting, variance analysis, and management reporting while maintaining appropriate financial controls and data governance.
Champion continuous improvement through automation and emerging finance technologies.
Roll up your sleeves to build financial models, perform detailed analyses, prepare executive presentations, and deliver actionable insights. This is a builder role where execution is just as important as strategy.
Other duties as required.