Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals.
Conduct monthly performance reviews, translating budget-to-actual variances into actionable insights and strategic recommendations for GTM leadership to ensure alignment with annual financial goals.
Support the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals.
Support the financial forecasting processes for GTM-related expenses.
Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.
Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives.
Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.
Conduct ad-hoc reporting on business performance and build financial models to support key strategic initiatives.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
MBA or relevant advanced degree is a plus.
Have 3+ years of Financial Planning or Business Analyst experience
Proven experience in Investment Banking, Financial Consulting, or finance within a high-growth or SaaS-driven environment, with a strong track record in financial modeling, forecasting, and strategic analysis
Strong analytical mindset with the ability to transform complex data into actionable insights.
Curious and passionate about having an impact on the business.
Excellent communication, leadership and inter-personal skills, with the ability to work collaboratively across teams and influence cross-functional teams.
Strong proficiency with financial systems and tools (e.g., Excel, Google docs, Pigment or similar).
Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Demonstrate a keen interest in improving your craft by using AI
Benefits
Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
Flexible time off policy, with an encouraged 20 days off per year.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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