Job Description
- MBA, CFA, or CPA preferred
- Lead forecast consolidation process
- Develop and manage revenue and topline forecasting models
- Analyze historical financial data and market trends
- Lead end-of-quarter revenue forecast modeling and reporting
- Develop financial models for new product offerings
- Prepare executive-level financial analyses and presentations
- 5+ years of finance, investment banking, or consulting experience
- Advanced complex financial modeling skills
- Experience with financial software like Anaplan, Power BI
- Annual cash bonuses
- Commissions for sales roles
- Stock grants
- Comprehensive benefits package
Position Overview
We are seeking a dynamic Finance Manager to lead our forecast consolidation process, collaborating with the sales finance team to review field submissions and provide insights to Finance and Sales leadership. The role includes developing and managing revenue and topline forecasting models, analyzing financial data and market trends for robust predictions, and leading end-of-quarter revenue forecast modeling and reporting. Additionally, the Finance Manager will create financial models for new product offerings, prepare executive-level presentations, and establish strong partnerships with various finance and business teams to ensure comprehensive forecast support.
Location: Canada based role
Responsibilities
- Spearhead forecast consolidation process; work closely with broader Sales Finance team to consolidate and review field forecast submissions, and articulate business insights to Finance and Sales leadership teams.
- Develop and manage comprehensive revenue and topline forecasting models, providing accurate and actionable insights for senior management.
- Analyze historical financial data and market trends to deliver robust topline predictions.
- Lead the end-of-quarter revenue forecast modeling, reporting, and alignment with Revenue and M&A Accounting.
- Develop financial models and reporting processes for new product offerings.
- Prepare and present critical financial analyses and executive-level presentations to help stakeholders, Investor Relations, Sales and Finance Leadership understand the context or 'why' behind our financial results.
- Establish strong partnerships with Financial Analysis team, Accounting teams, Treasury, FP&A, Investor Relations, Sales Finance Directors, and Finance Business Partners to provide comprehensive forecast support across top line metrics.
Minimum Qualifications
- Bachelor in Finance/Accounting or STEM preferred; MBA, CFA, or CPA preferred
- 5+ years of related experience
- Prior experience in Finance, Investment Banking or Consulting
- Advanced skills and experience building complex financial models, preferably for subscription-based companies
- Strong aptitude for, experience with, or desire to learn financial software (e.g. Anaplan, Power BI etc.)
