POSITION SUMMARY

This is a hands-on role leading the financial planning and analysis team and providing analysis to support strategic decision-making within the business.
The position will focus on optimizing financial models, improving and where possible automating FP&A processes and ensuring accurate and timely reporting for internal and external stakeholders. It also involves driving ad hoc financial reporting for investors, analysing key financial trends, identifying risks, and recommending actions.

KEY JOB RESPONSIBILITIES

Reporting and Analysis
• Own the annual budgeting process as well as ongoing rolling forecasts throughout the year
• Lead detailed cost analysis at the product level to support strategic decision-making
• Oversee product profitability analysis for current products, ensuring reports are both timely and accurate for internal and external stakeholders and driving strategic decision-making
• Drive ad-hoc financial reporting as required by internal and external stakeholders, ensuring data integrity and alignment with investor expectations.
• Model and track key performance indicators and metrics appropriate for a software led business
• Review and challenge business activities, projected outcomes, and key metric assumptions
• Support sales efforts through participation in pricing strategies

Financial Model Optimization
• Lead initiatives to improve financial model efficiencies, reducing preparation and processing times
• Automate recurring FP&A processes and preparation of dashboards to cater to information needs for key SaaS and service business metrics
• Ensure financial models are robust, scalable, and adaptable for future reporting
• Building out and maintaining key assumptions / project level profitability tracking in the financial model in line with changing business landscape and reporting requirements to assist senior management in decision making

Cross-Functional Collaboration and Strategic initiatives
• Act as a senior resource and liaison between the finance team and other departments, facilitating efficient communication and execution of strategic initiatives
• Develop and modify models with a focus on optimizing working capital
• Business partnering with department and business line leaders to deep dive and understand drivers impacting financial results and potential strategies on improving performance
• Work in conjunction with the revenue operations team to ensure timely and accurate reporting is available with respect to sales activities
• Partner with operational departments in order to provide insight on key performance metrics that impact the: (i) financial forecast and (ii) cash forecast based on updates from these departments

QUALIFICATIONS

Education:
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Experience:
• 5-8 years of experience in financial planning & analysis (FP&A), cost analysis, or related finance roles.
• Strong background in product profitability analysis, financial modeling, and reporting.
• Experience in working with SaaS or service-based business models is a plus.

Skills:
• Proficiency in financial modelling, Excel, and data analysis tools.
• Familiarity with financial systems and reporting software.
• Strong analytical skills with the ability to identify trends, risks, and opportunities.
• Experience automating financial processes and creating dashboards for business performance tracking.
• Excellent communication and presentation skills for engaging with senior management, departments, and external stakeholders.

Knowledge:
• In-depth understanding of financial KPIs, revenue recognition, cost of sales, expenses, and capital expenditures.
• Knowledge of corporate finance principles and working capital optimization strategies.

Personal Attributes:
• Strong business acumen with a strategic mindset.
• Ability to work independently and as part of a cross-functional team.
• Detail-oriented with a focus on accuracy and data integrity.
• Strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment.

This is a full-time, remote position with an expected salary range of $140,000 - $160,000 CAD annually, depending on experience and qualifications. Think Research does not require Canadian work experience for this role.

Think Research may use artificial intelligence-enabled tools to support parts of the recruitment process, such as application screening or candidate matching. These tools are used to assist - not replace - human decision-making.