Director, Financial Planning and Analysis

Martello Technologies; Ottawa; Hybrid; CAD 100,000 - 150,000; Full time

Job summary

A leading company in modern workplace optimization solutions seeks a Director of Financial Planning & Analysis to shape financial direction and drive data-informed strategies. The ideal candidate will lead forecasting and budgeting processes while collaborating closely with executive stakeholders in a hybrid work environment. The position offers competitive compensation and benefits, including health insurance and generous vacation policy.

Benefits

Employer provided health insurance

Generous paid vacation

Paid personal days

Paid days for volunteering

Qualifications

• 8+ years of progressive experience in financial planning roles.
• At least 3 years in a leadership capacity.
• Proven experience in a SaaS or recurring revenue business model.

Responsibilities

• Oversee all planning, forecasting, and financial performance activities.
• Deliver high-impact financial reporting packages for executive leadership.
• Drive clarity around priorities, roles, and deliverables.

Skills

Financial modeling

Forecasting

Performance management

SaaS metrics

Data storytelling

Education

Bachelors degree in Finance, Accounting, Economics, or related field

MBA or CPA is a plus

Tools

Excel

Salesforce tools

Job description

We are looking for a strategic and results-driven Director of Financial Planning & Analysis (FP&A) to lead and scale our FP&A function. This role plays a critical part in shaping the companys financial direction, delivering executive-level insights, and driving cross-functional alignment to support data-informed decision-making. You will oversee all planning, forecasting, and financial performance activities. This position reports directly to the VP Finance, Interim CFO, and partners closely with senior leadership, including Executive stakeholders.

We operate in a hybrid work environment, with three or more days per week in the office to support collaboration, alignment, and team development.

Key Responsibilities

Strategic Planning, Forecasting & Budgeting

• Lead company-wide monthly and quarterly forecasting processes across revenue, expenses, and cash flow
• Drive annual operating budgets and multi-year strategic financial plans
• Develop scalable and adaptive financial models to support strategic initiatives and scenario planning

Financial Reporting & Business Performance

• Deliver high-impact financial reporting packages, dashboards, and KPI analyses for executive leadership
• Monitor financial and operational performance, analyze variances, and proactively identify risks and opportunities
• Track and interpret key SaaS metrics (e.g., ARR, MRR, NRR, churn, gross margin) to influence strategy and resource allocation

Revenue & Commission Oversight

• Provide strategic oversight of sales commission planning and forecasting in partnership with Sales Ops and Compensation
• Ensure financial forecasts accurately reflect evolving sales structures and market conditions

Executive & Board Support

• Serve as a key contributor to MD&A updates, Audit Committee materials, and Board presentations
• Develop strategic narratives and insights to support investor, auditor, and Board conversations
• Elevate financial storytelling through visualized reporting and forward-looking commentary

Cash Flow

• Lead short- and long-term cash flow forecasting and liquidity planning
• Collaborate with Accounting to manage working capital and optimize cash conversion cycles
• Provide recommendations to support investment decisions
• Build and lead the FP&A team, fostering accountability and professional growth
• Drive clarity and alignment around priorities, roles, and deliverables
• Champion a culture of continuous improvement, data integrity, and operational excellence

Systems, Processes & Tools

• Strengthen and scale FP&A systems, models, and processes to support company growth
• Lead financial transformation initiatives, including automation, dashboarding, and system integrations (e.g., NetSuite, Excel, Salesforce tools)
• Ensure data governance and accuracy across all planning and reporting functions

Preferred Requirements :

• Bachelors degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus)
• 8+ years of progressive experience in a similar position, with at least 3+ years in a leadership role.
• Proven experience in a SaaS or recurring revenue business model
• Deep expertise in financial modelling, forecasting, and performance management
• Proficiency in SaaS metrics, financial systems, and business intelligence tools
• Strong track record of building FP&A teams and partnering with C-level executives
• Excellent communication, storytelling, and cross-functional influence skills

What we offer :

• A challenging position in a rapidly evolving industry.
• Hybrid work environment (in office a minimum of 3 days per week).
• Employer provided health insurance that starts the first day of employment.
• Generous paid vacation + 10 paid personal days + 2 paid days for volunteering.

Martello Technologies is headquartered in Ottawa, Canada with staff in Canada,Europe, and the United States. Weprovide modern workplace optimization solutions thatmonitor the performance of cloud collaboration and productivitytools to give enterprises insight into the user experience.

Martello offers a positive, diverse, and supportive culture. We welcome individuals who are curious, inventive and want to work with people who are smart, humble, hardworking and, above all, collaborative. Martello Technologies is committed to supporting a culture of inclusion, diversity, and accessibility to employment for all. We are proud to operate as an equal opportunity employer.

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