Head of Finance

Role Overview

• Lead the company’s FP&A function, including quarterly and annual budgeting, forecasting, and performance tracking.
• Build financial models and earnings projections that inform strategic decision-making for both Canadian HQ and U.S. commercial teams.
• Partner with leadership to align operational goals with financial objectives, ensuring spending discipline and ROI visibility.
• Collaborate with Commercial and Brand Management teams to translate U.S. customer forecasts into accurate revenue projections.
• Drive analysis of revenue performance, cost-to-serve, and customer-level profitability.
• Support Business Development by modeling new customer scenarios, pricing strategies, and lifetime value assessments.
• Oversee all accounting, tax, and treasury operations for Calico’s Canadian HQ, ensuring compliance with Canadian and U.S. regulations.
• Manage cash flow forecasting, banking relationships, and working capital requirements across entities.
• Ensure accurate, timely payroll and expense processing for multi-currency, cross-border operations.
• Coordinate intercompany transactions and revenue repatriation from U.S. operations to Canada, optimizing for compliance, efficiency, and tax effectiveness.
• Design and implement a modern finance stack that automates data flow between systems like QuickBooks, Ramp, Carta, and Monday.com.
• Integrate financial reporting with operational and CRM data to create real-time visibility across departments.
• Develop repeatable, automated workflows for closing, variance analysis, and management reporting.
• Continuously identify new tools and integrations that improve accuracy and reduce manual workload.
• Serve as the financial anchor for Calico’s Canadian HQ, ensuring all reporting, controls, and systems align with global policies.
• Partner with technology, operations, and customer teams to drive data consistency and improve reporting accuracy.
• Support investor relations, board reporting, and due-diligence preparation for future fundraising rounds.
• Provide actionable insights that connect financial performance with business strategy.

Requirements

• 5–8 years of progressive experience in finance, accounting, or FP&A roles, ideally within high-growth, multi-entity organizations.
• Experience with U.S.-based revenue operations and familiarity with cross-border financial structures.
• Proven ability to implement automation and system integrations across finance, CRM, and operations tools.
• Strong understanding of GAAP/IFRS, tax, and treasury management in both Canadian and U.S. contexts.
• Advanced analytical and financial modeling skills, with the ability to translate data into clear insights.
• Highly organized, self-sufficient, and motivated by building lean, scalable systems rather than managing large teams.
• CPA, CFA, or relevant accounting designation preferred but not required.

Benefits

• Health insurance
• Professional development opportunities