Key skills
AnalyticsSaaSBudgetingCommunicationSales
About this role
Role Overview
- Own the company’s:
- Annual Operating Plan
- Quarterly forecast process
- Long-range planning model
- Lead monthly business reviews and executive reporting, including:
- KPI and operating dashboards
- Budget vs. Actuals
- A variance and root-cause analysis
- Partner with functional leaders (Product, Sales, Marketing, Customer, G&A) to:
- Build and maintain budget ownership
- Translate strategy into operating plans
- Support headcount and investment decisions
- Build and maintain SaaS operating metrics, including (as applicable):
- Revenue
- Pipeline analytics
- Churn and retention
- CAC, LTV, and payback
- Gross margin and cost drivers
- Own headcount planning and personnel cost forecasting
- Support Board and investor materials in partnership with the CFO
- Improve financial systems, models, and planning tools
- Establish and scale FP&A processes and standards as the company grows
- Mentor and develop FP&A team member(s)
Requirements
- 8+ years of experience in FP&A, corporate finance, or strategic finance
- Prior experience in a SaaS or subscription-based business
- Strong operating and KPI orientation (not just budgeting)
- Proven ability to partner with senior business leaders
- Advanced financial modeling and scenario analysis skills
- Experience building and scaling planning processes in a growth environment
- Excellent communication skills and executive presence
- Comfortable working with ambiguity and evolving priorities.
Benefits
- 1st week of employment is mandatory PTO! Start your journey with Roofr by decompressing and recharging
- we will see you in week 2!
- 1 Friday off per month (we call those our laundry days!)
- Company wide paid shutdown for the week between Christmas and New Years
- Flexible time off
- 80% employer-paid benefits in the U.S. and 100% employer-paid premiums for Extended Healthcare and Dental in Canada
- RRSP/401k match
- Generous Parental Leave policy
- We host an annual company retreat with great team building activities
- Ample learning and development opportunities to continue growing your career
- Home office setup stipend
- Internet and phone allowance
- Remote first culture
- Weekly Friday paydays!