Manager, FP&A
About The Position
As the Manager of Financial Planning & Analysis (FP&A) at Coconut, you will be a key strategic partner to the VP, Finance and the broader leadership team. You'll have a front-row seat to the scaling of a premier SaaS organization with significant autonomy to shape the FP&A function. You will lead the charge in translating complex data into actionable insights, driving the annual budgeting process, and maintaining our long-term financial models. The role is perfect for a detail-oriented finance leader who thrives in high-growth SaaS, with a passion for strategic planning and building scalable processes.
Requirements
- 5-7 years of progressive experience in finance or accounting, with a strong preference for high-growth SaaS or Fintech environments.
- CPA designation is required.
- Advanced financial modeling skills and proficiency with FP&A tools (Planful experience is a significant asset) and accounting software (Xero).
- A natural ability to connect operational activities to financial outcomes and a "no-stone-unturned" approach to variance analysis.
- The ability to distill complex financial concepts into clear, concise narratives for non-finance stakeholders.
- Comfort navigating the ambiguity of a scaling company and a proactive approach to automating manual workflows (including building and maintaining AI agents).
Nice To Haves
- Planful experience is a significant asset
Responsibilities
- Lead the annual budgeting and monthly forecasting processes, ensuring accuracy and alignment across all departments.
- Track and analyze critical SaaS metrics, including Margins, Net Dollar Retention (NDR), LTV:CAC, R&D utilization, Product ROI and Rule of 40 to provide deep insights into business performance.
- Administer and evolve our FP&A platform (Planful), scenario planning, and automated reporting.
- Act as a financial advisor to department heads, helping them manage their budgets and understand the financial impact of their strategic initiatives.
- Deliver monthly "Board-ready" reporting packages that highlight variances, trends, and executive-level summaries.
- Support the Sales team by providing data-driven recommendations on pricing and contract terms. You will use an agile, flexible, and creative approach to structure deals that drive win rates while maintaining KPI margin targets.
- Monitor hosting costs and gross margins, identifying opportunities for efficiency and cost optimization.
- Support investor relations, fundraising and M&A activities: Preparation of financial projections, presentations, and applicable due diligence processes.
Benefits
- Flex-time and flex-days
- Supported professional development, learning, & career opportunities
- Regular 1:1 coaching with your leader and regular connection to a passionate executive team
- Work in a team big enough for growth but lean enough to make a real impact
- Competitive Salaries
- Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
- Virtual mental health and EAP platform
- WealthSimple GRSP & Matching
- Annual Wellness Benefit ($1000 per year)
- Opportunity to work remote - anywhere in Canada!
- Employee Options
- Internet Subsidy on each paycheck
- Tiki Bucks Incentive Program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
