The leading provider of appointment scheduling and lobby management solutions for financial institutions
Manager, FP&A
Location
Canada
Posted
7 days ago
Salary
$130K - $160K / year
Seniority
Senior
Job Description
Manager, FP&A
Coconut Software
• Lead the annual budgeting and monthly forecasting processes, ensuring accuracy and alignment across all departments. • Track and analyze critical SaaS metrics, including Margins, Net Dollar Retention (NDR), LTV:CAC, R&D utilization, Product ROI and Rule of 40 to provide deep insights into business performance. • Administer and evolve our FP&A platform (Planful), scenario planning, and automated reporting. • Act as a financial advisor to department heads, helping them manage their budgets and understand the financial impact of their strategic initiatives. • Deliver monthly "Board-ready" reporting packages that highlight variances, trends, and executive-level summaries. • Support the Sales team by providing data-driven recommendations on pricing and contract terms. You will use an agile, flexible, and creative approach to structure deals that drive win rates while maintaining KPI margin targets. • Monitor hosting costs and gross margins, identifying opportunities for efficiency and cost optimization. • Preparation of financial projections, presentations, and applicable due diligence processes for investor relations, fundraising and M&A activities.
Job Requirements
- 5-7 years of progressive experience in finance or accounting, with a strong preference for high-growth SaaS or Fintech environments.
- CPA designation is required.
- Advanced financial modeling skills and proficiency with FP&A tools (Planful experience is a significant asset) and accounting software (Xero).
- A natural ability to connect operational activities to financial outcomes and a "no-stone-unturned" approach to variance analysis.
- The ability to distill complex financial concepts into clear, concise narratives for non-finance stakeholders.
- Comfort navigating the ambiguity of a scaling company and a proactive approach to automating manual workflows (including building and maintaining AI agents).
Benefits
- Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
- Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
- Virtual mental health and EAP platform
- WealthSimple GRSP & Matching
- Annual Wellness Benefit ($1000 per year)
- Opportunity to work remote - anywhere in Canada!
- Employee Options - everyone shares in our success!
- Internet Subsidy on each paycheck
- Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
- A People First Company - 4.2 rating on Glassdoor
- Most Admired Corporate Cultures (2024) and ranked #22 in Best Workplaces in Canada (2025)
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