Role Description
We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure. In this high-visibility role, you will go beyond traditional reporting to act as a strategic partner to our GTM, R&D, and Operations leaders. You will not only track the numbers but also define how we track them—bridging the gap between our CRM (Salesforce) and Finance systems to ensure data integrity. If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you.
Key Responsibilities
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Strategic Planning & Metric Architecture
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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.
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Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
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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.
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GTM Operations & Deal Desk Partnership
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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.
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Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
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Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.
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Systems, Data Governance & Process Improvement
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CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
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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.
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Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.
Qualifications
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5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
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Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.
Requirements
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Advanced proficiency in Excel (complex modeling) is required.
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Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
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Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.
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Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus.
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Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product).
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Strong communication skills and excellent writing skills.
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Strong team collaborator, self-driven and motivated.
Benefits
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Base Salary Range: CAN 80K to 120K per year
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Equity