Manager, Financial Planning and Analysis
About The Position
As a Manager, Financial Planning and Analysis, you will play a key role on the Finance team. This role owns the day-to-day financial planning and analysis work that supports product profitability reporting, investor and lender reporting, and management decision-making. It is a hands-on, execution-focused position: building and maintaining financial models, preparing recurring reports and dashboards, and running the numbers behind product-level cost and profitability analysis. You will maintain and refine existing financial models, prepare ad hoc and recurring reporting for internal and external stakeholders, and bring analysis of financial trends, risks, and M&A due diligence to the CFO as needed. The role has one direct report and is well suited to someone who wants to stay close to the data and the models day to day, rather than primarily managing a larger team or setting strategy.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 5 years of progressive experience in financial planning & analysis (FP&A), cost analysis, or a related finance role
- Hands-on experience building and maintaining product profitability analysis and financial models
- Strong proficiency in financial modelling, Excel, and data analysis tools
- Working understanding of financial KPIs, revenue recognition, cost of sales, expenses, and capital expenditures
- Detail-oriented with a strong focus on accuracy and data integrity
- Comfortable owning the mechanics of financial models and reports independently, while managing multiple priorities and deadlines
- Clear, concise communicator, comfortable presenting analysis to senior management and other departments
Nice To Haves
- Preferred experience with SaaS or service-based business models
- Experience automating financial processes or building dashboards for business performance tracking
- Familiarity with financial systems and reporting software (e.g., SAP, NetSuite, Hyperion, or similar)
Responsibilities
- Prepare detailed product-level cost analysis to support strategic decision-making
- Build and maintain product profitability reports for current products, ensuring accuracy and timely delivery to internal and external stakeholders
- Prepare ad hoc financial reporting as required by Beedie and Scotia, ensuring data integrity and alignment with lender/investor expectations
- Analyze current and historical trends in KPIs — revenue, cost of sales, expenses, and capital expenditures — and flag risks and recommendations to the Director
- Support review of business activities, projected outcomes, and key metric assumptions
- Maintain and update financial models to keep them accurate, efficient, and easy to work with
- Build and maintain dashboards and recurring reports covering key SaaS and service business metrics
- Identify and implement opportunities to automate recurring FP&A processes and reduce manual preparation time
- Maintain key assumptions and project-level profitability tracking within the financial model as the business changes
- Act as a day-to-day point of contact between Finance and other departments on FP&A reporting needs
- Support due diligence for potential M&A targets, including financial analysis and data gathering, under the direction of the CFO
- Help quantify the financial impact of potential acquisitions on top-line and bottom-line results
- Maintain and update cash forecasting models to support working capital management
- Partner with department leads to understand the drivers behind financial results
- Prepare weekly reporting on Closed Won, Churns, and Closed Lost opportunities with supporting commentary for senior management
- Work with Sales, Operations, and HR to gather updates that feed into the financial and cash forecasts
Benefits
- Competitive salary and benefits, including 4 weeks of paid vacation plus 6 personal days
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What This Job Offers
Job Type
Full-time
Career Level
Manager
