Financial Analyst, FP&A & Strategic Modeling

SherWeb; Montreal; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading tech company seeks a Financial Analyst to drive decision-making through advanced financial modeling and data insights. This mid-senior level role requires a CPA and extensive Power BI experience, focusing on supporting executive leadership in a dynamic SaaS environment. Join to help shape the future of finance while working with innovative tools and a collaborative team.

Benefits

Flexible benefits plan

Monthly home internet allowance

Vacation time based on experience

Advanced paid hours for rest

Qualifications

• 5+ years of experience in advanced financial modeling.
• Extensive use of Power BI in a corporate setting.
• Experience in technology sector, ideally with SaaS and MRR.

Responsibilities

• Design and maintain complex financial models across multiple revenue streams.
• Develop Power BI dashboards for dynamic forecasting and scenario analysis.
• Lead financial modeling efforts related to long-range planning and pricing strategies.

Skills

Financial modeling

Power BI

Data analysis

Communication

Leadership

Education

CPA designation

Bachelor's degree in Finance or related field

Job description

Financial Analyst, FP&A & Strategic Modeling

Location : Hybrid (Quebec greater Montreal and / or Eastern Townships preferred)

Here's what we do and why we do it :

We’re on a mission to simplify business IT with cutting-edge cloud solutions—so our customers can focus on what truly matters. Learn more about how we innovate at sherweb.com / about.

Here's how you will contribute to the success of the company :

As a key contributor to our FP&A team, you will serve as the financial modeling authority driving decision-making across the business. With a CPA designation, advanced technical fluency (especially Power BI), and a strategic mindset, you’ll support executive leadership in unlocking insights through world-class data modeling and scenario planning.

You’ll be a critical partner in preparing the company for the potential implementation of a Corporate Performance Management (CPM) tool and will actively collaborate with Finance, BI, and product teams to enable scalable financial planning in a dynamic SaaS / Tech environment.

Here's what your day-to-day will look like in this role :

• Design and own complex financial models across multiple revenue streams, including Monthly Recurring Revenue (MRR), new product launches, and multi-service packages.
• Develop, maintain, and scale Power BI dashboards and DAX-based data models to support dynamic forecasting, scenario analysis, and decision-making.
• Lead financial modeling efforts related to long-range planning, pricing strategies, and business cases for investments or product development.
• Partner with cross-functional teams (BI, Product, Revenue Ops) to optimize and align source data for planning purposes.
• Assist in the automation of key reports and financial processes using RPA, Power Query, or other advanced tools.
• Train and mentor team members on financial modeling best practices and Power BI.
• Support monthly closes, revenue analysis, and variance explanations, as needed.
• Champion the potential implementation of a CPM platform, contributing technical and strategic recommendations based on current pain points and scaling needs.

Here's what you need to master to get the job :

• CPA designation required (a CFA may be a valuable addition but is not sufficient on its own for our needs).
• 5+ years of experience in advanced financial modeling, with extensive use of Power BI (DAX, Power Query) in a corporate setting.
• Demonstrated expertise building driver-based models and dashboards for executive use.
• Strong business acumen, with a proven ability to translate complex financial data into actionable business insights.
• Prior experience in the technology sector, ideally with SaaS and MRR business models.
• Advanced Excel, PowerPoint, and financial scenario analysis skills.
• Experience supporting or evaluating FP&A systems (e.g., Adaptive, Planful, Anaplan) or CPM tools is a major asset.
• A proactive mindset, natural leadership, and excellent communication skills.
• Ability to work cross-functionally and influence decision-makers with data and storytelling.

Why Join Us?

• Help shape the future of finance at a growing global tech company.
• Work with high-impact tools and technologies.
• Join a mission-driven team, combining innovation, collaboration, and purpose.
• Make your mark as we modernize our FP&A and enterprise performance infrastructure.

Sherweb is, above all, an environment where the needs of our customers are at the heart of our actions. We are committed to living our values of passion, teamwork and integrity every day.

A fast-paced work environment that adapts to you

• A friendly and diverse work culture with inclusion and equality at the heart of our actions
• State-of-the art technology and tools
• A results-oriented culture where talent, action, and thinking outside the box are given due recognition
• Annual salary review based on performance
• Generous and caring colleagues of various professional and cultural backgrounds

A Flexible Total Compensation Offer

• Vacation time that considers your previous experience
• Advanced paid hours to recharge your batteries (holidays and mobile days)
• Flexible benefits plan that adapts to your needs
• Flexible savings fund options
• A monthly home internet allowance

Considerable growth opportunities

• A career path with opportunities to learn and grow
• Proximity to your direct manager and open, honest communication to support your development
• Multiple initial and on-the-job training opportunities and tools to track your progress and help you scale up in your career

Last but not least : “Sherweblife” - a rich calendar of activities that allow us to gather virtually and face-to-face throughout the year

At Sherweb, we believe in pay transparency and fairness. The salary range provided is intended to give an indication of what you might expect for this role. However, we recognize that each candidate brings a unique set of skills and experiences. As such, the final compensation package will be tailored to reflect the specific qualifications and expertise of the chosen candidate, ensuring that we remain competitive and equitable in our offerings.

Reasons for the requirement of English : Sherweb has international customers and fluency in English is the only way to ensure proper service delivery to them. The main tasks related to this position require written and oral communication with an English-speaking clientele at all times.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

IT Services and IT Consulting

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Financial Analyst • Montreal, Montreal (administrative region), Canada