Senior Financial Solutions Specialist

Maxa • Montreal, QC

9d • Hybrid

About The Position

As a Senior Financial Solutions Specialist, you’ll sit at the strategic intersection of client success and technical architecture, translating complex business imperatives into high-impact solutions. You will exert a direct, measurable influence on our clients' decision-making capabilities and roadmap starting from your second week. Maxa AI has solved the hard technical problem: transforming fragmented ERP data into CFO-trusted insights in weeks instead of months. We have the product, methodology and the technology.

Requirements

• CPA (or CMA/CFA) with 5-10 years in FP&A, financial systems, or corporate finance roles
• Deep mastery of financial consolidation, variance analysis, budgeting/forecasting, and management reporting.
• Deep fluency with financial & operational systems (ERP, CRM, WMS) and operational processes (O2C, P2P, R2R)
• Workshop facilitation expert. You’ve run countless discovery sessions and know how to extract business narratives, not just list requirements
• Comfortable with SQL and BI platforms (Power BI, Tableau)
• Client relationship mastery: You’re a storyteller, have managed C-suite expectations and navigated tough escalations.
• Bilingual (French & English)

Nice To Haves

• You've lived through a financial system implementation and can speak to what went right/wrong
• You can debate the technical nuances of revenue recognition, inventory valuation, or cost allocation methodologies
• You ask "show me an example"; Instead of accepting vague requirements
• You think in systems; You see patterns and ask "how do we standardize this?"
• You're comfortable with 'build mode'; We have an evolving playbook and you'll refine it while using it

Responsibilities

• Deliver concurrent customer projects from kickoff to production
• Build the delivery engine while shipping: refine our methodology as we scale it
• Ship Maxa's product with an exceptional customer experience that makes clients advocates.
• Partner with CFOs and Controllers to modernize their financial reporting infrastructure.
• Design financial data models that bridge the gap between operational systems and executive decision-making.
• Synthesize and validate rigorous business requirements through high-level stakeholder interviews, business process deep-dives and technical workshops.
• Translate complex accounting requirements (intercompany eliminations, multi-currency, segment reporting) into technical specifications.
• Define and deliver actionable insights from financial and operational data.
• Document best-practice patterns for common finance use cases (gross margin analysis, working capital reporting, budget vs. actuals).
• Evangelize the "same but different" philosophy by showing the teams how to leverage patterns instead of reinventing everything.
• Capture reusable patterns in our Playbook and turn every delivery into training data for the next.
• Use AI boldly to automate workflows that 10x our delivery speed.
• Obsess over the metrics that matter: cycle time, first-pass quality, customer CSAT.

Benefits

• 4 weeks vacation year one, 5 weeks thereafter
• RRSP contribution after 3 months
• On-site chef: three-course lunches for $12
• Stock options in a post–Series A high-growth AI company
• An exceptional team that constantly raises the bar together!

What This Job Offers

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