Bilingual Investment Representative ensuring exceptional customer service for Qtrade Direct Investing at Aviso Wealth. Managing inquiries and supporting clients with trade orders in a fast - paced environment.
About the role
- Director of FP&A leading planning and analytical efforts at a fast-growing fintech company. Collaborating closely with executives to ensure alignment between financial outcomes and business objectives.
Responsibilities
- Partner with the Executive team to develop long-term financial models and strategic plans.
- Lead annual budgeting and rolling forecasting processes across the company.
- Translate company goals into financial targets and operational KPIs.
- Provide monthly and quarterly reporting on financial performance, including variance analyses and actionable recommendations.
- Analyze profitability, customer acquisition costs, unit economics, and other fintech-specific metrics.
- Collaborate cross-functionally with Product, Operations, and Sales to assess performance and forecast impacts of business decisions.
- Own the financial model; ensure it’s dynamic, scalable, and incorporates key drivers of the business.
- Drive scenario planning and sensitivity analysis to assess potential risks and opportunities.
- Prepare board decks, investor updates, and executive presentations.
- Maintain alignment with GAAP/IFRS reporting in coordination with the accounting team.
- Foster a culture of data-driven decision-making and financial discipline.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- 8–12 years of experience in FP&A, investment banking, or corporate finance, preferably in fintech or SaaS.
- Strong Excel and financial modeling skills.
- Experience supporting capital raises, M&A, or IPO readiness.
- Familiarity with key fintech metrics: LTV/CAC, take rate, interchange margins, payment volumes, etc.
Benefits
- Offers Equity
- Offers Bonus
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