Sr. Financial Analyst - FP&A
PointClickCare
Key Responsibilities:
- Financial Planning & Budgeting
- Lead components of the monthly, quarterly, and annual planning cycles, including revenue, expense, headcount, and cash forecasting.
- Build and maintain dynamic financial models that support scenario analysis, forecasting accuracy, and executive-level decision support.
- Analyze performance against plan and provide data-driven insights on variances, trends, and risks/opportunities.
- Forecasting & KPI Reporting
- Support detailed revenue modeling, including ARR/MRR, churn, retention, pipeline conversion, and pricing mechanics.
- Partner with Sales Operations to analyze bookings, pipeline trends, and customer cohort behaviors.
- Maintain SaaS unit economics (CAC, LTV, payback, gross margin, contribution margin) and identify drivers of improvement.
- Business Partnership
- Act as a strategic partner to leaders across Sales, Marketing, Product, Engineering, Customer Success, and G&A.
- Provide decision support through investment analysis, ROI modeling, business cases, and KPI dashboards.
- Develop strong relationships with cross-functional teams and help translate business dynamics into financial outcomes.
- Reporting & 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.
- Produce monthly executive reporting packages and performance dashboards aligned with key SaaS metrics.
- Support enhancements to FP&A systems, tools, and data sources (e.g., Adaptive, Anaplan, Looker, NetSuite, Salesforce).
- Ensure data consistency, accuracy, and integrity across reporting and forecasting processes.
Required Skills & Experience:
- Prior technology / SaaS industry background and full P&L exposure
- Healthcare experience is a plus
- Bachelor's degree in Business, Finance, Accounting, or related
- MBA or a financial designation is a plus
- 3 to 5 years of experience in Finance or Accounting
- 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
- 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.
81000 - 90000 CAD a year
