Lead a team in sales operations within financial services for a rapidly growing tech firm. Focus on performance improvement and effective communication.
CT
Hybrid Senior Manager, Corporate Financial Planning and Analysis
Posted last month
About the role
- Responsible for investor relations (IR) including reporting, financial modeling, and communication.
- Provide market intelligence and benchmarking analysis for internal and external financial modeling purposes.
- Own the process, reporting and analytics for corporate capital projects.
- Lead all aspects of consolidated P&L reporting.
- Oversee the monthly close process, maintaining alignment with Accounting and FP&A business partners to ensure accurate company-wide financial statement reporting.
- Provide guidance and insight to deliver a cohesive, complete, and actionable financial narrative.
- Drive the monthly, quarterly, and annual planning cycles — bringing past experience to help scale our systems and tools, create more durable planning processes and timelines, and ensure continued accuracy and deeper analysis in each cycle.
- Oversee the preparation of analysis, commentary, and presentation materials for Board of Directors, and other Executive-level reviews.
- Execute and/or delegate recurring and ad-hoc analyses and special projects as requested by our CFO and Finance Leadership team.
- Lead and coach a team to continue to improve and expand their impact on the FP&A team
Requirements
- 7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting
- Preference given to experience in private equity or investment banking
- Preference given to proven track record of success in a high-growth SaaS environment, with an expert understanding of subscription revenue models, key SaaS metrics.
- Must be hands on, collaborative, detail-oriented, positive, highly organized, and able to multitask through a variety of periodically recurring activities as well as one-off projects
- Ability to communicate clearly, timely, and effectively across all departments, particularly while collaborating with the Executive Team on a daily basis
- Reliable and professional with strong accounting acumen, advanced financial modeling principles, broad knowledge of business operations, and ability to think outside the box
- Experience handling sensitive financial information with a high level of discretion; respect for privacy and appropriate levels of access
- Strong familiarity with Excel and its use in developing financial models
- Growth mindset when it comes to process improvement and new technologies, especially 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, and Dublin) to be in office minimum 2 days per week on our Anchor Days.
- Flexible time off policy, with an encouraged 20 days off per year.
- EAP benefits for you and household members, including counseling and online resources
- 401k matching and Child Education Savings
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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