We are seeking a highly analytical and business-oriented Director, Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization.
The Director, FP&A, will lead the company's financial planning, forecasting, management reporting, and strategic finance functions. This role requires a highly analytical finance leader with strong SaaS operating model expertise, executive communication capabilities, and experience building scalable planning processes in a high-growth environment.
The Director will oversee core FP&A operations, manage and mentor team members, and partner cross-functionally with leaders across Sales, Marketing, Customer Success, Product, Engineering, and Operations.
This is a highly visible role with regular interaction with executive leadership, Board members, and investors.
Note: This is an existing vacancy on the team
What You'll Be Doing:- Financial Planning & Forecasting
- Lead the company's annual budgeting process, quarterly reforecasting, and long-range financial planning
- Own consolidated SaaS operating model including ARR, revenue, bookings, churn, CAC, gross margin, and operating expense forecasting
- Develop driver-based financial models to support growth planning and investment decisions
- Monitor actuals vs. forecast and provide variance analysis with actionable recommendations
- Executive & Board Reporting
- Own monthly, quarterly, and annual reporting packages for executive leadership and Board of Directors
- Deliver insights into company performance, key SaaS metrics, cash flow, and operational efficiency
- Translate complex financial and operational data into actionable recommendations for senior stakeholders
- Support investor relations, fundraising activities, lender reporting, and due diligence processes as needed
- Strategic Finance & Business Partnership
- Serve as a strategic finance partner to GTM, Product, Engineering, and Customer Success leadership teams
- Drive accountability around departmental budgets, hiring plans, and operational KPIs
- Conduct scenario analysis and sensitivity modelling to support strategic decision-making
- Identify opportunities to improve efficiency, margin performance, and resource allocation
- Partner with budget owners to evaluate hiring plans, resource allocation, pricing, and operational initiatives
- Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance
- Team Leadership & Reporting Responsibilities
- Manage and mentor StratFin Manager team members
- Review and consolidate departmental submissions and reporting deliverables
- Establish reporting standards, planning processes, and financial controls across FP&A activities, inclusive of updating the Playbook
- Help build a high-performing, scalable finance function aligned to company growth objectives
- Process Improvement & Systems
- Improve financial planning processes, reporting automation, and data quality
- Partner with the Business Operations, Data, and Finance teams to streamline reporting infrastructure
- Support implementation and optimization of FP&A and BI tools
- Maintain financial models and ensure consistency across reporting outputs
What You'll Bring to the Team- 5-8+ years of experience in FP&A, strategic finance, investment banking, consulting, or related finance roles
- Experience in high-growth SaaS or software businesses
- Strong understanding of SaaS metrics, including ARR, NRR, CAC, LTV, churn, and revenue forecasting
- Advanced financial modelling and Excel / Google Sheets skills
- Experience preparing executive and board-level reporting materials
- Strong analytical, communication, and presentation skills
- Proven ability to influence cross-functional stakeholders
- Experience managing or mentoring junior team members
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Bonus if you have:
- Experience managing or mentoring junior team members
- Familiarity with FP&A platforms (Adaptive, Anaplan, Mosaic, Pigment, etc.)
- Experience with BI tools such as Tableau
- CPA, CFA, or MBA is considered an asset
- Experience in venture-backed or PE-backed software companies
Where You'll Work - Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ'd in Canada, with established hub regions around the world where we hire from.
- Our employees (or Loopers, as we call ourselves!) live and work in C🇦 Canada (British Columbia and Ontario), GB London, and I🇳 India (specifically in Gujarat, Maharashtra, and Bengaluru).
- The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC). For this role, we are specifically looking for someone who resides in our ON Hub.
- We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you!
- You'll collaborate with your teams virtually across the UK, India, and North America (we're just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work 🙇 during the workday
- We encourage asynchronous collaboration to effectively work as a global #OneTeam!
