Sr. FP&A Associate/Manager
Cority
Key Responsibilities:
- Financial Planning & Reporting
- Own monthly and quarterly financial reporting, including variance analysis and KPI dashboards for senior management and the Board
- Support annual budgeting and rolling forecast processes across the business
- Maintain and evolve ARR reporting, including bookings, churn, expansion, and net revenue retention metrics
- Build and maintain financial models for scenario planning, long-range planning, and business performance analysis
- Prepare Board and investor materials, including monthly reporting packages for PE sponsors
- Partner with leadership on strategic initiatives, providing financial analysis to support key investment and business model decisions
- Track and report on operational KPIs and leading indicators tied to business performance
- Support M&A diligence processes, including financial analysis, data room preparation, and target company assessment
- Assist with post-acquisition integration, including financial reporting alignment and model consolidation
- Drive continuous improvement in reporting processes, templates, and automation (Vena, Power BI)
- Enable self-serve reporting capabilities across the organization
Qualifications:
- 4–7 years of experience in FP&A, strategic finance, investment banking, or PE-backed environments
- Strong SaaS fluency — deep understanding of ARR, MRR, churn, NRR, LTV/CAC, and related metrics
- Experience supporting or executing M&A processes (diligence, integration, or both)
- Exposure to PE-backed companies and familiarity with investor reporting requirements
- Advanced AI and Excel modeling skills; experience with Claude, Vena, Power BI, or similar tools is a plus
- Strong communicator — able to distill complex analysis into clear, concise insights for exec and Board audiences
- Highly organized, detail-oriented, and comfortable working in a fast-moving, unstructured environment
What We Offer:
- Remote-first work environment with home office and internet allowances
- Competitive health, dental, and retirement savings plans (RRSP / 401K)
- Annual fitness and training allowances
- Access to Udemy, internal development programs, and mentorship opportunities
- Mental health support via Calm and Talkspace
