Senior Strategic Financial Analyst

Role Overview

• Strategic Planning & Metric Architecture
• KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support.
• Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
• FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.
• GTM Operations & Deal Desk Partnership
• Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure
• Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
• Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.
• Systems, Data Governance & Process Improvement
• CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
• Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
• Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.

Requirements

• Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
• Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.
• Technical Stack:
• Advanced proficiency in Excel (complex modeling) is required.
• Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
• Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.
• Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus.
• Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated.

Tech Stack

• ERP
• Python
• Tableau

Benefits

• Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
• Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
• Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.
• Base Salary Rang: CAN 80K to 120K per year
• Equity
• Benefits