Director, Financial Planning – Analysis

Role Overview

• Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across all business units
• Build and maintain dynamic three-statement models supporting scenario analysis
• Lead monthly close analysis with variance reporting, clear driver narratives, and recommended corrective actions
• Assist with preparation of board presentations, investor materials, and executive dashboards
• Own CFI’s SaaS KPI framework: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, magic number and rule of 40
• Build cohort analysis models to track retention curves, expansion revenue, and unit economics across segments
• Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics
• Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns
• Analyze full-funnel performance (traffic → leads → trials → conversions → revenue) with channel attribution
• Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency
• Lead evaluation and implementation of FP&A planning tools
• Drive integration between ERP, CRM, billing systems, and FP&A platforms to create a single source of financial truth
• Champion automation of recurring reporting and data consolidation to free the team for strategic work
• Create individualized career development plans with clear milestones, stretch assignments, and regular coaching
• Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators
• Communicate SLT decisions and initiatives top-down to help the team better align personal and team goals with company directions
• Act as a proactive business partner to department heads, bringing financial perspective to operational decisions
• Translate complex financial data into clear, actionable narratives for non-finance audiences
• Support ad-hoc analysis as requested by the VP Finance & Accounting and SLT

Requirements

• Bachelor’s in Finance, Accounting, or Economics; MBA, CPA, CFA, strongly preferred
• 8–12+ years of progressive FP&A or strategic finance experience, with 3+ years leading and developing a team
• Deep SaaS or subscription-business experience with proven command of recurring revenue metrics and unit economics
• Hands-on experience implementing FP&A systems (Aleph, Abacum, Drivetrain, or similar)
• Advanced financial modeling skills: three-statement models, DCF, scenario analysis, cohort modeling
• Strong knowledge in Excel and Gsuite tools
• Proficiency with ERP, CRM (Salesforce/HubSpot), and BI tools (Tableau, Looker)
• Experience with marketing analytics including CAC/LTV analysis, funnel metrics, and channel ROI

Tech Stack

• ERP
• Tableau
• Go

Benefits

• RRSP/401K employer matching
• Excellent coverage for medical, vision and dental
• 4 weeks / 20 days of paid vacation
• Sick days
• Birthday Off!
• Flexible Holidays
• Paid Parental Leave
• Annual Fit&Focused Allowance
• Annual Learning Allowance
• never stop learning!
• Access to the full CFI library!
• Team activities and social events, both virtually and in person
• A dynamic environment with multiple ongoing projects that will allow you to make an impact on your work.
• Remote-first culture with flexible hours and working arrangements.