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The Senior Associate, Planning and Insights role is responsible for developing and driving business reporting and data-driven decision making for Invoice Simple and Joist. In this role, you will track, analyze and forecast key business metrics to drive actionable insights and make operational decisions. You will partner with product, marketing and leadership team members to identify growth levers, wins, and risks before they surface while building performance narratives that influence decisions. This role serves as a key analytical partner across Invoice Simple and Joist leadership and reports to the Director of Planning and Insights.
Job Responsibility:
Develop and deliver insightful, executive-ready reporting and dashboards
Track business KPIs, SaaS metrics and OKRs
Partner with Leadership to analyze performance across new logo acquisition, upsell/cross-sell, and churn
Lead regular operational reviews with leadership
distill complex signals into crisp, actionable insights
Build performance narratives in partnership with leadership
Translate insights into clear, actionable recommendations to influence budgeting, roadmap, and quarterly planning
Identify opportunities through cohort analysis and segmentation
Develop performance forecasting models in partnership with business leadership and central EverPro finance and data team members
Partner with GTM and Product teams to evaluate strategic bets, model outcomes, and support prioritization
Support leadership decision-making through strategic analysis, business cases, and ad-hoc modeling
Requirements:
5+ years of experience in high-growth startup operations, finance, business strategy, consulting
Financial modeling expert highly motivated by solving business problems
Fluency with SaaS metrics and KPIs
Expertise in data visualization and business intelligence tools
Experience with SQL, Python, or R for data manipulation and analysis
Proven track record of driving growth through data-informed decisions
Experience with PLG business models highly valued
What we offer:
Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Robust wellness benefits, including an annual wellness stipend
Flexible Time Off
Employee Stock Purchase Program
Registered Retirement Savings Plan (RRSP) with 4% company match