Senior Finance Manager
CapIntel Inc.
Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.
About the Role
CapIntel is looking for a Senior Finance Manager to help drive financial strategy, decision-making, and performance across the business. Reporting to the SVP of Finance & Operations, you’ll work closely with leaders across departments to deliver meaningful insights, build models that inform strategic choices, and ensure alignment with our financial goals.
This is a high-impact role for someone who brings strong financial planning experience, analytical depth, and a collaborative mindset. You’ll play a key role in evaluating growth opportunities, monitoring performance, and helping the business make data-informed decisions as we scale.
What You’ll Do
- Own the company-wide financial Planning and Forecasting initiatives; Annual Planning process, monthly BvA meetings, Short Term vs Long Term scenarios
- Develop an understanding of CapIntel's go-to-market model, including various partner/channel motions, and translate this into operational and financial information to monitor the health of the business
- Collaborate with key stakeholders to understand and action upon SaaS performance metrics (CAC Payback, NRR, GRR, Rule of 40, etc)
- Collaborate with Accounting on monthly close to ensure timely and accurate reporting and analysis of results
- Partner with all department leaders to provide financial guidance, resource allocation support, and performance tracking
- Drive Executive reporting and provide timely, insightful and actionable information to enable data-driven decision-making
- Drive board and investor reporting, including monthly/quarterly financial packages, KPI dashboards, and variance analyses
What We're Looking For
- 6+ years of experience in FP&A, investment banking, or corporate finance, with at least 3 years in a high growth SaaS environment
- Deep understanding of SaaS operating metrics with experience applying them to drive strategic decisions
- Proven ability to partner with Leadership team to drive alignment, instill accountability, and optimize performance
- Hands-on experience with building and owning company-wide financial modelling, forecasting, and scenario analysis processes
- Proficient with Excel, FP&A tools (Pigment, Adaptive, etc), and Accounting tools (Xero, QuickBooks, NetSuite, etc)
- Excellent business judgment and storytelling skills; ability to communicate insights clearly to both technical and non-technical stakeholders
- Comfort working in high growth environments and having to operate in ambiguity
The Interview Process
- 30-minute Video Interview with a member of the Talent Acquisition team
- 60-minute Video Interview with the SVP, Finance & Operations
- 45-minute Video Interview with the Head of Customer Experience
- 45-minute Video Interview with the Director, People
- 45-minute Video Interview with the Accounting Manager
- 60-minute Presentation to a panel of stakeholders
Not Sure You Meet Every Requirement?
We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You'll Love Working Here:
Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!
What's Important to Us:
CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing tande@capintel.com.
To learn how we protect your personal data, read our Applicant Privacy Notice.
For your application:
To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.