Sr. Financial Analyst - FP&A

Position Summary

:

The Senior Financial Analyst, FP&A, plays a critical role in driving financial insight, operational rigor, and strategic decision-making across the business. This role supports company-wide planning, forecasting, and performance reporting with a strong focus on SaaS metrics, revenue modeling, and data-driven analysis. The ideal candidate is highly analytical, detail-oriented, and comfortable working cross-functionally in a dynamic, fast-paced environment.
The ideal candidate has some experience leading FP&A processes in a SaaS environment —including budgeting, forecasting, and scenario modeling—and brings strong analytical, systems, and business acumen. They work closely with FP&A Manager in identifying the drivers of financial and operational performance and in partnering with leaders across Sales & Marketing, G&A, Product, and Engineering to inform decisions and improve outcomes.

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 (, Adaptive, Anaplan, Looker, Net Suite, 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 Pivot Tables 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.

$81,000 - $90,000 a year

At Point Click Care , base salary is one of the many components that make up our total rewards package. The Canada base salary range for this position is $81,000 - $90,000 + bonus + benefits,non-overtime eligible. Our salary ranges are determined by job and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all Canada locations.

Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location.