Finance and General Accounting Technician managing financial accounts at Desjardins. Providing technical support, conducting studies, and assisting with budget processes.
About the role
- Director of Finance responsible for financial operations and data analysis at AI-driven SaaS company. Leading P&L reporting and financial strategy for growth and M&A.
Responsibilities
- Own end-of-month P&L reporting across all internal business entities and teams
- Audit and improve accounting classification logic (QuickBooks) to ensure accuracy, consistency, and adherence to best practices
- Coordinate with the bookkeeping function to ensure statements are uploaded, third-party expenses are properly classified, and all accounts are reconciled monthly
- Collaborate with finance ops to keep transaction classifications current and up to date
- Manage payments to publishers, vendors, and contractors
- Partner with department leads to add relevant context and notes to financial reports
- Advise on cost-reduction strategies, commission structures, and team expense management
- Proactively identify and recommend additional financial reports and KPIs worth monitoring
- Use AI tools — especially Claude Code — to independently build financial models, automate reporting workflows, and extract insights from large datasets without relying on a data team
- Continuously evaluate and improve financial processes and workflows
- Support M&A diligence and analysis to expand the company's portfolio
- Assist in preparation for a future funding round, IPO, or acquisition
Requirements
- 6+ years in finance, with 2+ years in a Director of Finance, VP Finance, or senior finance leadership role
- Proven track record of owning P&L reporting and financial operations across multiple entities
- Experience supporting a fundraising round, IPO preparation, or M&A process
- A true data self-starter — you don't wait for a data team to hand you reports. You know how to get the data you need, build the models, and surface the insight yourself
- Deeply fluent in AI tools — you actively use Claude Code, Claude, or equivalent tools to perform financial and data analysis in your day-to-day work. This is a hard requirement; please speak to it specifically in your application
- Strong data analytics skills — you can build complex models, interpret large datasets, and generate business intelligence independently
- Deep familiarity with QuickBooks and multi-entity accounting best practices
- Experience with SaaS metrics (ARR, NRR, churn)
- A communicator who can translate financial complexity into clear narratives for non-finance stakeholders
- Self-directed, process-oriented, and comfortable operating in a lean, fast-moving environment
- Bonus: Familiarity with publisher/affiliate payment operations, prior work at a bootstrapped company.
Benefits
- Fully covered health, dental & vision insurance
- Unlimited PTO
- Paid parental leave
- Personal development budget
- LASIK eye surgery benefit
- Pet health insurance
- 401(k) retirement plan
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