• Own and maintain protocols related to financial operations, ensuring accuracy, consistency, and scalability as the company grows • Spend approximately 50% of your time on Accounts Receivable, partnering closely with the Accounts Receivable Manager to track outstanding balances and follow up with customers to ensure timely payment • Communicate directly with customers and vendors regarding invoices, payment status, billing questions, and resolutions • Manage Accounts Payable, including tracking vendor invoices, obtaining internal stakeholder approvals, and ensuring timely and accurate payments • Coordinate contract renewals by tracking upcoming renewal dates and partnering with business stakeholders to ensure contracts are canceled, renewed, or renegotiated on time • Manage intake of new vendors, ensuring billing information is collected, approval workflows are established, and documentation is properly maintained • Oversee all tax-related activities, including corporate taxes and sales taxes, in partnership with our external financial firm and fractional CFO • Review and approve employee expense reports and help maintain and enforce the policies that govern employee spending • Assist our external financial firm and fractional CFO with accounting-related responsibilities, reconciliations, reporting, audits, and ad hoc requests • Identify opportunities to improve financial workflows, controls, and systems as the company scales

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 - 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. Qualifications - 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies. - Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred. Requirements - 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. - Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus. - 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. Benefits - Base Salary Range: CAN 80K to 120K per year - Equity

• Lead the annual budgeting and quarterly/monthly forecasting processes for the G&A functions (HR, Finance, Legal, Corporate overhead), including detailed personnel planning (headcount, compensation, benefits) and operating expenses. • Develop and maintain sophisticated financial models to support strategic G&A initiatives, resource allocation decisions, and long-range planning. • Conduct in-depth variance analysis comparing actual results to budget and forecast, providing clear, concise commentary on key drivers and trends to G&A leadership. • Manage the consolidation and reporting of G&A performance metrics for executive reviews. • Act as the primary finance business partner for the HR, Finance, and Legal department heads, advising on spending management, cost efficiency, and ROI of investments. • Identify, track, and report on cost-saving opportunities within G&A operations (e.g., vendor contracts, professional services, software licenses). • Review and approve purchase requisitions and vendor invoices for G&A spend, ensuring compliance with budget and company policies. • Analyze and monitor key operational metrics related to G&A efficiency (e.g., cost per employee, finance transaction costs) to drive continuous improvement. • Prepare monthly and quarterly financial review packages for G&A leadership and executive management. • Ensure the accuracy and integrity of financial data in the ERP and planning systems (Adaptive). • Drive continuous improvement in G&A reporting and analysis through automation and process refinement.

• Manage complex models within the company’s financial model, including monthly and quarterly forecasting, budgeting, and long-range planning delivering accurate and timely projections • Build and own data pipelines and KPI reporting infrastructure across Snowflake, DOMO, Rillet, and Excel • Assist in financial planning processes as the key FP&A partner to our Head of Finance and team leaders • Produce variance analysis with clear, actionable commentary that drives departmental accountability • Own department-level budget vs. actual reporting and lead Monthly Operating Reviews with department heads • Maintain and improve SaaS metrics reporting: ARR, MRR, churn, expansion, renewal rates, and unit economics • Prepare materials for senior leadership, investor relations, and our Board to communicate financial performance • Conduct deep-dive analyses on compute expense, vendor spend, unit economics, and other strategic priorities • Work with departments to ensure data accuracy and reconcile discrepancies; metric definitions and logic stay with Finance leadership • Support annual operating plan development and long-range planning cycles • Coordinate GL bucketing and mapping recommendations with Finance Manager • Aid in Month-End-Close process