Director, FP&A Job at PointClickCare (Greater Toronto Area)

Job Description

The Director of FP&A is a strategic and operationally minded individual leading our planning, forecasting, and performance management processes. This role will partner closely with Vice President of FP&A and cross-functional leaders to drive financial rigor, optimize resource allocation, and support data-driven decision-making. In a SaaS environment, this leader will be required to have a good understanding of ARR/MRR reporting, customer economics, unit economics, and insights that inform growth, retention, and profitability.

Job Responsibility

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
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
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.)
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
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
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

Requirements

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

Nice to have

Investment banking or equivalent experience
Healthcare experience
MBA or a financial designation
familiarity with FP&A tools such as Adaptive Insights, Anaplan, or Mosaic

What we offer

Benefits starting from Day 1
Retirement Plan Matching
Flexible Paid Time Off
Wellness Support Programs and Resources
Parental & Caregiver Leaves
Fertility & Adoption Support
Continuous Development Support Program
Employee Assistance Program
Allyship and Inclusion Communities
Employee Recognition … and more

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