Director, FP&A
PointClickCare
Key Responsibilities:
- Strategic Planning, Budgeting and Forecasting:
- Lead the company’s annual operating plan, long-range plan, quarterly forecasts, and rolling outlooks.
- Build and maintain integrated SaaS financial models, including ARR/MRR waterfalls, retention/expansion forecasts, sales capacity planning, headcount planning, and scenario modeling.
- Own company topline and expense forecasting, ensuring accuracy, timeliness, and alignment with strategic goals.
- Develop robust financial models and scenario analysis to evaluate business decisions and strategic initiatives.
- Establish and maintain planning calendars, templates, and processes.
- Own and deliver monthly and quarterly forecasts, including variance analysis versus budget and prior periods.
- Prepare and present executive-level reporting packages that translate financial results into actionable insights including highlighting SAAS metrics including ARR, MRR, CAC, LTV, Rule of X, payback period, and gross/net retention, etc….
- Analyze performance drivers across the customer funnel and identify leading indicators of growth or risk.
- Identify emerging trends and risks, proactively recommending mitigation actions.
- Business Partnership:
- Serve as a strategic thought partner to the VP of FP&A and other members of business leadership team.
- Partner with GTM, Product, Engineering, and Operations leaders to develop budgets, evaluate investments, and measure ROI.
- Provide insights on customer acquisition, churn drivers, product performance, and operational efficiency.
- Serve as a trusted advisor to functional and operational leaders, supporting strategic planning and performance management.
- Provide financial guidance for investment proposals, new initiatives, pricing decisions, and cost optimization.
- Support business leadership with investment cases, headcount planning, and roadmap prioritization.
- Support leadership in understanding financial drivers, KPIs, and performance metrics.
- Reporting & Analytics:
- Oversee monthly and quarterly management reporting, financial dashboards, KPIs, variance analysis, and commentary.
- Develop executive-level presentations for the board, investors, and leadership.
- Ensure consistency and accuracy in SaaS metrics (ARR, NRR, CAC, LTV, payback, gross margin, cohort analysis, etc.).
- Process Improvement & Systems:
- Implement best practices to improve FP&A processes, tools, and data integrity.
- Partner with Accounting and other teams to streamline month-end close and reporting workflows.
- Leverage financial systems to enhance forecasting accuracy and efficiency.
- Decision Support:
- Evaluate strategic initiatives such as new product launches, pricing changes, M&A, partnerships, and international expansion.
- Construct business cases with clear assumptions, risks, sensitivities, and expected outcomes.
- Establish frameworks for prioritization across investments, resourcing, and capital allocation.
- Operational Finance Leadership:
- Build and scale FP&A processes, tools, and systems to support a growing SaaS business.
- Drive automation and continuous improvement across reporting, planning, and analysis workflows.
- Lead and mentor a high-performing FP&A team; recruit and develop top finance talent.
Required Experience:
- 8-10+ years of progressive experience in FP&A, corporate finance, or strategic finance; SaaS or subscription business experience required.
- Investment banking or equivalent experience preferred
- Healthcare experience is a plus
- Bachelor's degree in Business, Finance, Accounting, or related
- MBA or a financial designation is a plus
- Deep understanding of SaaS metrics, unit economics, GTM motions, and revenue forecasting.
- A growth mindset, a builder’s mentality, and a proven track record for execution
- A willingness to understand and work a process from end to end
- Expert modeling and analysis skills in Excel/Sheets; familiarity with FP&A tools such as Adaptive Insights, Anaplan, or Mosaic is a plus.
- Excellent communication skills with the ability to translate complex data into clear recommendations for executives. Proven success leading diverse teams through multiple Change Management initiatives.
- Advanced understanding of different financial and management reporting principles and frameworks, and deep knowledge of financial accounting practices pertaining to data flows for FP&A system outputs
- Ability to thrive and navigate effectively through change and ambiguity in a fast-moving, complex business environment.
- Advanced MS Excel skills, with experience working with PivotTables and Power BI
- Highly outcome-focused, with the proven ability to work with challenging deadlines and deliver on commitments.
- Experience with various tools manipulating and modelling large quantities of data to derive actionable insights actionable business insights.
162000 - 180000 CAD a year
