Senior Financial Analyst

Coconut Software

4d • CA$110,000 - CA$120,000 • Remote

About The Position

We’re looking for a highly motivated and detail-oriented Senior Financial Analyst to join our FUN-ance Team. This role is perfect for someone who loves a mix of day-to-day accounting operations and forward-looking financial strategy. You’ll play a key role in ensuring financial accuracy, driving insights, and supporting Coconut’s continued growth as a high-performing Canadian B2B SaaS company.

Requirements

• CPA designation (required).
• 3-5+ years of progressive experience in financial reporting, FP&A, or corporate accounting.
• Strong understanding of ASPE accounting standards and operational finance.
• Advanced Excel and financial modeling skills; experience with ERP and FP&A tools preferred.
• Exceptional analytical ability, attention to detail, and sound professional judgment.
• Clear and confident communication skills with the ability to partner effectively across teams.
• Ability to do your job in a supported, but flexible environment
• A curiosity for innovation: We're looking for someone who loves to learn and elevate their skills with new technology, particularly AI and large language models (LLMs) like Google Gemini. You should have a foundational understanding of how these tools work and a strong desire to explore how they can be used to solve business and customer problems. We value continuous learning and our ideal candidate has a proven track record of innovating and pushing the boundaries of what's possible.

Nice To Haves

• Experience at a Big Four accounting firm or in public accounting is considered a strong foundation for success in this role.
• Experience in SaaS or software/technology environments is considered an asset.
• Prior experience leading or coordinating annual budgeting, forecasting cycles, and variance analysis, including partnering with department leaders, is an asset.
• juggling competing priorities with focus and flexibility.
• You’ve got serious finance chops and an easygoing spirit; you know your debits from your credits and your coconuts from your palms

Responsibilities

• Oversee the preparation and review of monthly financial statements in strict accordance with ASPE standards.
• Execute complex reconciliations and journal entries, ensuring precise SaaS revenue recognition and maintaining General Ledger integrity.
• Support annual audit processes, regulatory tax filings, and external reporting requirements to ensure full compliance.
• Maintain robust internal controls and standardized accounting procedures to ensure accuracy and mitigate financial risk.
• Lead month-end close and reporting cycles, ensuring the timely and accurate delivery of financial results.
• Support the optimization of accounting workflows by identifying opportunities for automation and the integration of AI tools to enhance operational efficiency and accuracy.
• Develop and maintain sophisticated KPI dashboards to provide stakeholders with actionable financial insights and performance metrics.
• Collaborate with department leadership to consolidate inputs for the annual budget, ensuring alignment with corporate financial objectives.
• Construct and refine dynamic financial models to forecast business performance and support strategic decision-making.
• Conduct variance analysis and interpret key financial trends to identify risks and growth opportunities.
• Implement and optimize accounting and FP&A systems to enhance automation, efficiency, and cross-functional collaboration with Marketing, Sales, and Product teams.
• Support the management of the FP&A system by assisting with updates and maintenance of its architecture, helping to ensure data integrity and evolving functionality in support of strategic planning.
• Deliver ad-hoc financial intelligence and lead special projects to drive continuous improvement in reporting and analytical workflows.

Benefits

• Flex-time and flex-days (Cabana 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior