[Hiring] Strategic Finance Lead @Plooto

Role Description

We’re hiring a Strategic Finance Lead to embed with the teams that drive our business — GTM, Product, and others as we grow — and raise the quality of decisions across the company. This is a partnering seat, not a reporting one: you’ll be in the room when a decision is being framed, not summarizing it afterward.

You’ll own the financial models for the areas you support, end to end. Because you own them, you’re in the decision rather than downstream of it. When a metric moves, your job isn’t to report that it moved — it’s to explain why, say whether that’s good or bad, and recommend what to do about it. When your business partners are weighing a decision, you’re the person quantifying the return.

You won’t inherit a playbook. You’ll write one — defining how finance partners with the business as the function grows.

The bar we’re setting:

• We want a partner who asks the next questions: why did spend move — was it a deliberate test? What was the hypothesis, and how did it perform?
• How do we know our experiments are working? Is this a healthy shift or an early warning?

That’s the difference between reporting numbers and driving decisions, and it’s the heart of this role. We have good visibility into top-line trends; what we want is the ability to go a level deeper, consistently. That takes persistence — following the signal and going to find the data rather than waiting for it.

What you’ll cover:

• Today this role partners most closely with GTM — subscriber forecasting — and Product, where you’ll forecast TPV and revenue by product line and payment rail.
• As we grow, that will likely extend to Payments Strategy, Risk, and Operations.
• Part of this job is helping us decide where finance partnership earns the most — and saying so when something should wait.

Your models serve two audiences: the teams they’re built for, and the company plan they roll into. We want models shaped to how each part of the business actually works that still connect cleanly to the central budget — so we plan from one picture instead of reconciling siloed models before a board meeting.

Build the system, not just the model:

• We’d rather solve capacity with infrastructure: SQL pulling live from Databricks into models that refresh themselves.
• Analysis that’s reproducible instead of rebuilt each month, and AI in the workflow where it genuinely saves time.
• You should be the kind of person who, faced with a manual process, gets slightly irritated and fixes it.

Much of our forecasting runs on Excel today, supported by live pipelines from our data warehouse. We know we’ll need something more scalable — and we’re deliberately open about what that is, whether a dedicated FP&A tool, a rebuild that leans harder on automation, or a different architecture altogether. You’ll help us decide and build it.

The team, and where this goes:

• Strategic finance is three people: the Senior Director (your manager), a Senior Financial Analyst, and you.
• The analyst owns the core FP&A engine — the company model, actuals, month-end performance analysis, and investor reporting.
• You’ll own the function-level models that feed it.
• This is a senior individual-contributor role today, with no direct reports.
• If we do add analysts, this is the person who’d oversee them.

You’ll work closely with the CFO, with exposure to the CEO, and your work will feed directly into what we take to our board and investors.

What good looks like in your first year:

• The models for your areas are rebuilt on clear drivers, with sensitivities and scenarios that leadership actually uses when making a call.
• Finance is in product and GTM decisions early enough to shape them — not brought in to forecast something already decided.
• We can trace what specific initiatives contribute against a base case, so “did that work?” has an answer.

Qualifications

• 7+ years in strategic finance, FP&A, or business analytics — ideally in fintech, SaaS or another recurring-revenue business.
• Payments or transaction economics — take rate, transaction mix across rails, cost per transaction, and how volume converts to revenue.
• SaaS metrics in practice — ARR, MRR, churn, CAC, payback, LTV — and the judgment to know when a movement matters.
• Hands-on SQL against a warehouse (Databricks or similar) wired into Excel, building live-refresh workflows rather than static exports.
• Advanced Excel and driver-based modeling, with the ability to rebuild as the business and your understanding change.
• Comfort reasoning about cause, not just correlation — you can tell a deliberate test from a drift.
• Exceptional communication — you can make a complex analysis simple and persuasive for technical and non-technical audiences.
• A partnering instinct, and the judgment to prioritize.
• Using AI tools to automate analytical workflows and work faster.
• Experience helping select or implement FP&A planning tooling.

Benefits

• Transforming the payments space in North America.
• Strong product-market fit and a massive opportunity ahead.
• Join a team that cares deeply about customer impact and takes pride in our craft.
• Help shape the next chapter of our growth story.

Company Description

Plooto is a Canada-born fintech company on a mission to give small and mid-sized businesses the financial power to succeed on their own terms. We make payments secure, accurate, and stress-free so businesses and their accountants can spend less time in the books, confidently manage cash flow, and make smarter decisions every day.

Our Commitment to Inclusion:

• Plooto is committed to building an inclusive workplace where people of all backgrounds, experiences, and perspectives can thrive.
• Accommodation is available throughout the recruitment process in accordance with applicable accessibility legislation.