33 Financial Planning jobs in Canada
Manager, Financial Planning & Analysis
Posted 6 days ago
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Job Description
**Date:** Aug 19, 2025
**Location:** Ontario, CA
**Company:** BIC
For over 75 years, BIC has been creating ingeniously simple and joyful products that are a part of every heart and home.As a member of our team, you'll be a part of reigniting a beloved brand as we continue to reimagine everyday essentials in new, sustainable and responsible ways. **It's a colorful world - make your mark by joining the BIC team today!**
The Manager, Financial Planning & Analysis provides direct financial, analytical, and strategic guidance to the Canada Commercial organization with Sales, Marketing and Supply Chain as main stakeholders. This position reports directly to the Team Lead, Finance (Senior Manager) Canada. The Finance Manager's scope covers FP&A responsibilities for the full P&L of the Canada business with direct accountability of the financial forecasts and plans of COGS, Brand Support and OPEX. While the management of Sales and Gross-to-Net lies with the Commercial Finance position, the Manager of FP&A will also need to coordinate those areas as part of a full P&L rollup. The position will be in close collaboration and mentorship with the Director of NAM FP&A to ensure consistency and active collaboration as a consolidated NAM team.
** What You'll Do:**
+ Develop, implement, and manage the operating plan, forecasts, and multi-year plans, working closely with Sales, Business Development, Marketing and local Supply Chain to compile the annual operating plan and the presentation to BIC leadership.
+ Manage monthly financial updates along with associated financial analysis providing in-depth commentary of the total regional and individual category results, including monthly variance analysis and price/volume/mix analysis.
+ Build and maintain brand/category-level P&Ls, highlighting risks, opportunities, and performance drivers.
+ Analyze gross profit impact of Special Price Requests (SPR) and provide approvals. Perform ad hoc P&L and margin analysis to support customer negotiations or strategic decisions.
+ Provide financial insights for new product launches, pricing discussions, and marketing strategies.
+ Support Canada Supply Chain team with forecasting and planning related activities, while also providing backup support for the Cost Analyst to ensure continuity of financial operations.
+ Work with the Business Development and Marketing team in developing top-down Category targets, promotional and new products investment options, and assist with financial guidance on resource allocation / investment choices.
+ Analyze Consumer Facing Support and Advertising programs to ensure adequate returns on investment choices and proactive advice on future plans for investments.
+ Provide the Team Lead, Finance (Senior Manager) Canada and VP Finance, North America with timely and accurate forecasts, identifying risks and opportunities versus current approved plan along with recommendations for resolving identified issues outside of the scope of the individuals' responsibilities.
+ Become knowledgeable of the products, the market, the customers, and the consumers which enable us to better understand the financial results and the business drivers.
+ Identify and implement process improvement initiatives.
**What We're Looking For In You:**
+ Bachelor's degree or Masters's/MBA in Finance or Accounting OR equivalent work experience is required
+ 6+ years of finance experience in a profit driven organization is required with a focus in budgeting and forecast
+ CPG industry experience is preferred
+ Advanced computer skills in Excel, PowerPoint, etc.
+ Experience in JDE, Hyperion Financial Management, TM1, Anaplan, or Power BI is a plus
+ Ability to effectively communicate across functions, with all levels of the organization, and with international (Global) team members
+ Willingness to adapt to changing business requirements and learn new systems/methods as required
+ Strong decision-making, organizational and problem-solving skills are essential as well as the ability to work effectively in a deadline intensive environment
+ Strong presentation skills with the ability to influence the audience
+ Strong analytical and problem-solving skills, as well as a strong knowledge of budgeting and forecasting are essential
BIC is an Equal Opportunity Employer. We strongly commit to hiring people with different backgrounds and experiences to help us build better products, make better decisions, and better serve our customers. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, veteran status, disability status, or similar characteristics. All employment is decided based on qualifications, merit, and business need.
BIC is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, all resumes submitted by search firms to any team member at BIC via email, or directly to a BIC team member in any form without a valid written search agreement in place for that position will be deemed the sole property of BIC, and no fee will be paid in the event the candidate is hired by BIC as a result of the referral or through other means.
Senior Financial Planning Analyst
Posted 27 days ago
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Job Description
At Wolters Kluwer, our Tax & Accounting division enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client's businesses.
As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.
Responsibilities:
- Produce comprehensive financial reports and analyses for month end.
- Independently conduct financial forecasting and trend analysis.
- Develop and update complex financial models.
- Analyze profit-and-loss statements and provide recommendations.
- Analyze and forecast cashflow.
- Research and analyze economic progressions impacting financial planning.
- Collaborate on the development of financial strategies.
- Support the preparation of budget proposals and schedules.
- Ensure accuracy and reliability of financial data and reports.
- Participate in scenario analysis for future business planning.
- Present financial insights to management as needed.
Skills:
- Comprehensive Data Analysis: Proficient in complex financial data analysis. Excel proficiency, and preferred experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC).
- Forecasting: Skilled in performing detailed financial forecasting.
- Advanced Modeling: Proficient in developing and updating complex financial models.
- Report Analysis: Ability to produce and interpret comprehensive financial reports.
- Strategic Insight: Providing insights based on financial data and trend analysis.
- Economic Research: Proficient in researching and analyzing economic trends.
- Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
- Presentation Skills: Capable of presenting financial data and insights effectively.
Qualifications:
Education: Bachelor's degree in accounting or finance preferred or related degree; or equivalent experience.
Experience: 3+ years of financial planning, analysis, budgeting, and forecasting experience within business unit and/or corporate experience.
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Senior Financial Planning Analyst
Posted 1 day ago
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Job Description
Job Description
Salary:
Do you want to be part of our innovative and entrepreneurial team?
Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?
Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.
To get a better understanding of Mitacs and read more about our values, please visit our website .
Senior Financial Planning Analyst
KEY RESPONSIBILITIES
Strategic financial planning
- Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
- Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
- Prepare financial schedules and documentation in support of the consolidated budget
- Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
- Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
- Support the operationalization of funding contract management from a budgeting and analysis perspective
Performance monitoring and forecasting
- Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
- Prepare, analyze, and interpret the budgetary results on a monthly basis
- Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
- Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
- Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
- Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions
Other
- Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
- Comfortable in taking on tasks beyond formal job responsibilities
- Other duties as assigned
TRAINING
- CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
- Bachelors degree in business (accounting or finance) or related area
EXPERIENCE
- Minimum 5-7 years of progressive accountancy experience
- 5 years relevant experience working with budgets; specifically modelling analysis and contract management
- Have excellent technical accounting skills and detailed understanding of GAAP standards
- Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
- Experience with Microsoft Dynamics Finance & Operations considered an asset
ESSENTIAL SKILLS
- Self-motivated with the ability to motivate others
- Ability to work independently with minimal supervision
- Strong communication skills both written and oral with all levels of stakeholders
- Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
- Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
- Attention to detail and accuracy are essential
- High level of business acumen and strong analytical and decision-making skills
- Ability to make recommendations and communicate with senior management
- Ability to build and maintain strong cross-functional working relationships
- Solid knowledge of current accounting practices and technologies
- A proven ability with developing multi-faceted models and budgets
- Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information
Hiring Range: $79,520 - $94,930
Hiring and Salary Range Transparency
Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.
The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.
Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.
Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs: Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.
remote work
Senior Financial Planning Analyst
Posted 1 day ago
Job Viewed
Job Description
Job Description
Salary:
Do you want to be part of our innovative and entrepreneurial team?
Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?
Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.
To get a better understanding of Mitacs and read more about our values, please visit our website .
Senior Financial Planning Analyst
KEY RESPONSIBILITIES
Strategic financial planning
- Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
- Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
- Prepare financial schedules and documentation in support of the consolidated budget
- Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
- Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
- Support the operationalization of funding contract management from a budgeting and analysis perspective
Performance monitoring and forecasting
- Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
- Prepare, analyze, and interpret the budgetary results on a monthly basis
- Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
- Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
- Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
- Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions
Other
- Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
- Comfortable in taking on tasks beyond formal job responsibilities
- Other duties as assigned
TRAINING
- CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
- Bachelors degree in business (accounting or finance) or related area
EXPERIENCE
- Minimum 5-7 years of progressive accountancy experience
- 5 years relevant experience working with budgets; specifically modelling analysis and contract management
- Have excellent technical accounting skills and detailed understanding of GAAP standards
- Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
- Experience with Microsoft Dynamics Finance & Operations considered an asset
ESSENTIAL SKILLS
- Self-motivated with the ability to motivate others
- Ability to work independently with minimal supervision
- Strong communication skills both written and oral with all levels of stakeholders
- Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
- Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
- Attention to detail and accuracy are essential
- High level of business acumen and strong analytical and decision-making skills
- Ability to make recommendations and communicate with senior management
- Ability to build and maintain strong cross-functional working relationships
- Solid knowledge of current accounting practices and technologies
- A proven ability with developing multi-faceted models and budgets
- Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information
Hiring Range: $79,520- $94,930
Hiring and Salary Range Transparency
Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.
The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.
Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.
Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs:
Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.
Mitacs is proud to have been named as a2024 Workplace Impact Award WinnerbyDiversiothe leading global platform for workplace inclusion. The award recognizes organizations that are making measurable, systems-level progress in embedding equity, diversity, and inclusion (EDI) across their operations, and leading change in how people experience work.
remote work
Agency Financial Planning Manager
Posted today
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Job Description
Job Description
Agency Financial Planning Manager - Desjardins Insurance Office
Location:
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manager- Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Work with the agent to establish and meet marketing goals.
- Successfully complete projects from time to time with the Insurance company.
- Meet monthly sales quota's.
- Maintain book of business/portfolio in a complaint manner. Follow all corporate guidelines.
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
- IFIC license
- LLQP license
- Must be able to work under pressure and excel in a team oriented enviornment
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
Career Event - Financial Planning, Oakville
Posted 13 days ago
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Job Description
Oakville, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$60,000 - $70,000 CAD
This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**We are hosting an exciting Career Event, September 18th, in Oakville providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth, Financial Planning.**
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then we invite you to apply to attend the Financial Planning event!
With a focus on relationship management, advice, and business development, you will:
+ Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
+ Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
+ Contribute to team and department goals while strengthening customer service and dedication.
+ Monitor service, productivity and assess efficiency and implement continuous improvements.
+ Be knowledgeable of best practices and procedures and stay ahead of emerging trends
+ Acquire and apply expertise, provide mentorship, assistance and direction to others
+ Maintain a culture of risk management and control, supported by aligned risk appetite
+ Participate fully as a member of the team, support a positive and service-oriented work environment
**Job Requirements:**
+ University Degree (preferred)
+ 3 - 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
+ Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
+ Complete Conduct & Practices Handbook (CPH) within first 90 days in role
+ CIRO Registered Representative (RR) license within first 90 days in role
+ Complete Wealth Management Essentials (WME) within first 30 months in role
+ Achieve Certified Financial Planner (CFP) designation within first 3 years in role
+ _CFP Eligibility requirements:_ University Degree OR meet one of the following:
+ Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
+ Up to 10 years of qualifying work experience
**Please note, if selected you will receive an invitation via email to attend.**
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest
Senior Analyst, Financial Planning & Analysis
Posted today
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Job Description
Job Description
POSITION SUMMARY
Our client is a global leader chemical manufacture with a focus on innovation, quality, and performance, they are poised for continued growth under new strategic initiatives. This is an opportunity to be part of a company transforming its financial operations and business support functions from the ground up.
This newly created Senior FP&A Analyst role is ideal for a strategic and detail-oriented finance professional who thrives in a fast-paced, manufacturing environment. Reporting to the Director of Finance , this role will be instrumental in shaping the financial planning cycle, business performance insights, and cross-functional reporting frameworks. This is a builder role, not maintenance. You will help design and implement the FP&A infrastructure needed to support scalable growth.
RESPONSIBILITIES
- Own the FP&A reporting cycle: month-end packages, forecasts, and financial dashboards
- Lead monthly results analysis and present insights to senior leadership and the board
- Drive S&OP processes with a focus on sales forecasts, demand planning, and inventory management
- Support cash flow and working capital management strategies
- Build financial models for CapEx planning and scenario analysis
- Collaborate with Sales, Plant Operations, Supply Chain, and Accounting to drive profitability
- Develop KPIs and dashboards to support performance management
- Lead SG&A reporting, run monthly spend reviews, and improve data clarity
- Take ownership of new reporting processes, analytics, and financial health initiatives
- Contribute to establishing a PMO to monitor and report on key finance projects
- Identify gaps in current processes and implement improvements across reporting, forecasting, and control
QUALIFICATIONS & SKILLS
- 5+ years of progressive FP&A, cost accounting, or corporate finance experience
- Bachelor’s degree in finance, Accounting, Economics, or related field
- Chartered Professional Accountant (CPA) designation required, Certified Management Accountant (CMA) designation is an asset
- Manufacturing industry experience is required
- Consulting background or experience in private equity-backed environments is an asset
- Advanced Microsoft Excel and financial modeling skills required
- Proven experience designing and improving FP&A processes from the ground up
- Strong communication skills with the ability to present financial insights to executive stakeholders
- Hands-on experience with ERP systems (Infor M3 preferred) and BI tools (Power BI or similar)
- High degree of business acumen, ownership, and a collaborative approach to cross-functional partnerships
- Experience working in dynamic, mid-sized companies with evolving financial processes are an asset
WORK ENVIRONMENT
- Hybrid model: Currently 1 day per week in-office (Tuesdays); likely to increase to 2–3 days/week
- Office location: Toronto, ON
- Collaborative, transparent, and performance-driven culture
- Leadership encourages autonomy, growth, and open communication
This job description represents the general responsibilities and duties of our client’s position but should not be construed as an all-inclusive detailed job description.
Confidentiality Note
This search is being conducted confidentially . Details regarding the organization and its operations will be shared with qualified candidates during the interview process.
At The Talent Company, we recognize the value of different perspectives and experiences to prompt innovation, spark creativity, and solve problems. As an equal employment opportunity organization, we do not discriminate against any employee or applicant for employment based on race, Aboriginal peoples, members of visible minorities, sex, age, national origin, religion, sexual orientation, gender identity, persons with disabilities and all other categories protected by law.
We are committed to Equal Opportunities and welcome applications from all sections of the community. Please let us know if an adjustment or adaptation is required at any stage to support you during the recruitment journey.
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Director, Financial Planning and Analysis
Posted 1 day ago
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Job Description
Salary:
We are looking for a strategic and results-driven Director of Financial Planning & Analysis (FP&A) to lead and scale our FP&A function. This role plays a critical part in shaping the companys financial direction, delivering executive-level insights, and driving cross-functional alignment to support data-informed decision-making. You will oversee all planning, forecasting, and financial performance activities. This position reports directly to the VP Finance, Interim CFO, and partners closely with senior leadership, including Executive stakeholders.
We operate in a hybrid work environment, with three or more days per week in the office to support collaboration, alignment, and team development.
Key Responsibilities
Strategic Planning, Forecasting & Budgeting
- Lead company-wide monthly and quarterly forecasting processes across revenue, expenses, and cash flow
- Drive annual operating budgets and multi-year strategic financial plans
- Develop scalable and adaptive financial models to support strategic initiatives and scenario planning
Financial Reporting & Business Performance
- Deliver high-impact financial reporting packages, dashboards, and KPI analyses for executive leadership
- Monitor financial and operational performance, analyze variances, and proactively identify risks and opportunities
- Track and interpret key SaaS metrics (e.g., ARR, MRR, NRR, churn, gross margin) to influence strategy and resource allocation
Revenue & Commission Oversight
- Provide strategic oversight of sales commission planning and forecasting in partnership with Sales Ops and Compensation
- Ensure financial forecasts accurately reflect evolving sales structures and market conditions
Executive & Board Support
- Serve as a key contributor to MD&A updates, Audit Committee materials, and Board presentations
- Develop strategic narratives and insights to support investor, auditor, and Board conversations
- Elevate financial storytelling through visualized reporting and forward-looking commentary
Cash Flow
- Lead short- and long-term cash flow forecasting and liquidity planning
- Collaborate with Accounting to manage working capital and optimize cash conversion cycles
- Provide recommendations to support investment decisions
Team Leadership & Development
- Build and lead the FP&A team, fostering accountability and professional growth
- Drive clarity and alignment around priorities, roles, and deliverables
- Champion a culture of continuous improvement, data integrity, and operational excellence
Systems, Processes & Tools
- Strengthen and scale FP&A systems, models, and processes to support company growth
- Lead financial transformation initiatives, including automation, dashboarding, and system integrations (e.g., NetSuite, Excel, Salesforce tools)
- Ensure data governance and accuracy across all planning and reporting functions
Preferred Requirements:
- Bachelors degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus)
- 8+ years of progressive experience in a similar position, with at least 3+ years in a leadership role.
- Proven experience in a SaaS or recurring revenue business model
- Deep expertise in financial modelling, forecasting, and performance management
- Proficiency in SaaS metrics, financial systems, and business intelligence tools
- Strong track record of building FP&A teams and partnering with C-level executives
- Excellent communication, storytelling, and cross-functional influence skills
What we offer:
- A challenging position in a rapidly evolving industry.
- A competitive salary
- Hybrid work environment (in office a minimum of 3 days per week).
- Employer provided health insurance that starts the first day of employment.
- Martello stock option grants.
- Generous paid vacation + 10 paid personal days + 2 paid days for volunteering.
- Professional development opportunities
About Martello Technologies
Martello Technologies is headquartered in Ottawa, Canada with staff in Canada,Europe, and the United States. Weprovide modern workplace optimization solutions thatmonitor the performance of cloud collaboration and productivitytools to give enterprises insight into the user experience.
Martello offers a positive, diverse, and supportive culture. We welcome individuals who are curious, inventive and want to work with people who are smart, humble, hardworking and, above all, collaborative. Martello Technologies is committed to supporting a culture of inclusion, diversity, and accessibility to employment for all. We are proud to operate as an equal opportunity employer.
Did we spark your interest? Get in touch, were keen to tell you more!