4-7+ years in FP&A, strategic finance, consulting, or similar roles
Strong financial modeling including scenario and sensitivity analyses
Experience in executive leadership and board-level reporting
Proficiency in advanced Excel/Google Sheets; capable of building models from scratch
Responsibilities
Own and enhance the company’s operating model and forecasting processes
Lead monthly, quarterly, and annual budgeting and long-term planning
Build and maintain unit economics and profitability models in a healthcare SaaS setting
Analyze performance across revenue, costs, and operating expenses
Prepare board-ready financial materials with clear narratives for non-finance audiences
Collaborate cross-functionally with teams for workforce planning and financial alignment
Improve FP&A processes and define operating metrics for true company performance
Benefits
Flexible remote working options
Opportunities for professional growth and development
Participation in high-visibility projects and strategic discussions
Collaborative cross-functional work environment
Leadership support for innovative financial modeling and insights
Full Job Description
Job Title: Senior FP&A Analyst/Manager
Location: Remote (U.S.) or Hybrid (preferred near key hubs) Reports To: VP Finance Department: Finance Level: Senior Individual Contributor (high-ownership, high-visibility) The Role
The Senior FP&A Analyst/Manager will be a critical thought partner to Finance leadership and cross-functional executives. This role owns core financial modeling, forecasting, and analysis that informs company-wide decision-making-from headcount planning and unit economics to board materials and long-range strategy.
This is not a "spreadsheet in the corner" role. You'll sit close to the business, translate messy inputs into clear insights, and help leaders understand tradeoffs as Canopy scales. What You'll Do Financial Planning & Forecasting
Own and continuously improve the company's operating model, including revenue, cost structure, headcount, and cash runway.
Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product.
Support annual budgeting and long-range planning (2-3 year outlooks), including scenario and sensitivity analyses.
Business & Strategic Analysis
Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment.
Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.
Board & Executive Support
Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights-not just numbers.
Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
Help translate complex financial data into clear narratives for non-finance audiences.
Cross-Functional Partnership
Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling.
Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics.
Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity.
Systems & Process Improvement
Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).
Help define KPIs and operating metrics that reflect how Canopy truly runs-not just what's easiest to measure.
What We're Looking For Required Experience
4-7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.
