Financial Planning and Analysis Manager

Knak; Ottawa; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic individual for a hybrid role that combines Controller and Manager of Financial Planning & Analysis. This pivotal position requires a strategic thinker with a solid grasp of accounting principles and financial methodologies. You will oversee financial reporting while driving budgeting and forecasting processes that support key business decisions. Join a vibrant team that values creativity and collaboration, and contribute to the financial health and growth of a leading SaaS company. If you are passionate about finance and eager to make an impact, this opportunity is perfect for you.

Benefits

Competitive Salaries

Equity in the Company

Paid Vacation

Life Leave Days

Team Lunches

Off-Sites

Career Growth Commitment

Qualifications

• 5+ years of experience in finance with strong analytical skills.
• Expertise in budgeting, forecasting, and financial modeling.

Responsibilities

• Oversee financial accounting and reporting functions.
• Drive budgeting, forecasting, and financial analysis processes.

Skills

Financial Analysis

Budgeting

Forecasting

Financial Modeling

Analytical Skills

Communication Skills

Problem-Solving

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA or CPA/CFA preferred

Tools

Google Sheets

Tableau

SQL

Snowflake

Salesforce

Job description

Why? Because our time is limited, our competition is fierce, and our margin for error is small. For us to have the greatest impact on the world, we need to be laser focused on our core mission, which is...

Empowering people to be creative.

That’s why Knak exists.

We are a world-class enterprise email and landing page creation platform with a focus on making successful and happy customers by providing them with an incredibly powerful, yet easy to use creation platform.

Our industry leading SaaS solution is built by Marketers, for Marketers. We know that it’s the small things that make the biggest impact and that emails and landing pages are where the rubber hits the road when it comes to Marketing Automation. We change the way Marketers work by making them more efficient, while improving conversion rate of their campaigns and helping them stay on brand.

Oh, and we have a bit of fun while doing it, too!

Knak is seeking a highly motivated and experienced individual to fill a hybrid role combining the critical functions of Controller and Manager of Financial Planning & Analysis (FP&A). This unique opportunity requires a strategic and detail-oriented leader with a strong understanding of both accounting principles and financial planning methodologies. The successful candidate will be responsible for overseeing the company's financial accounting and reporting functions while also driving the budgeting, forecasting, and financial analysis processes to support strategic decision-making. This role reports directly to the Senior Director of Finance and will be a key contributor to the company's financial health and growth.

Responsibilities:

Manager of FP&A Functions (approximately 50% of time):

Budgeting, Forecasting and Business Analysis

1. Supporting the development of annual budgets, quarterly forecasts, and long-range financial plans.
2. Build and maintain complex financial models to support business planning, forecasting, and strategic initiatives.
3. Analyze financial and operational results, identify key trends, variances, and underlying drivers, and provide insightful commentary.
4. Prepare and present timely and accurate financial reports and presentations to senior management and stakeholders.
5. Prepare insightful management reports and presentations to communicate financial results and key findings to senior leadership.

Compliance Functions

1. Review of the general ledger, ensuring accuracy and completeness of financial records.
2. Co-manage the month-end, quarter-end, and year-end closing processes, including the preparation of financial statements (balance sheet, income statement, cash flow statement).
3. Ensure compliance with relevant accounting standards (ASPE) and regulatory requirements.
4. Manage relationships with external auditors and support the annual audit process.
5. Work alongside the Accounting Manager to review accounts payable, accounts receivable, and payroll functions.

Treasury

1. Lead and oversee the comprehensive Treasury function, encompassing the development and execution of short-term hedging strategies to mitigate foreign exchange risk.
2. Proactively manage short-term liquidity, identifying opportunities to invest excess cash and enhance interest earnings.

Other:

1. Participate in the selection and implementation process for new business systems, providing accounting and financial expertise.
2. Work with external tax consultants to prepare/file income tax returns.

Qualifications:

1. Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant professional certification (e.g., CPA, CFA) is preferred.
2. Five years of progressive experience working within a finance team with increasing levels of responsibility.
3. Strong understanding of financial principles, accounting concepts, and financial statement analysis.
4. Expertise in financial modeling, forecasting, and budgeting techniques.
5. Advanced proficiency in Google Sheets (including complex formulas, pivot tables, and macros).
6. Excellent analytical, problem-solving, and critical thinking skills with a strong attention to detail.
7. Exceptional communication (written and verbal) and presentation skills, with the ability to convey complex financial information to non-financial audiences.
8. Strong interpersonal and collaboration skills with the ability to build effective working relationships across all levels of the organization.

Preferred Qualifications:

1. Experience in SaaS.
2. Experience working with data visualization tools (e.g., Tableau).
3. Knowledge of SQL and Snowflake is a plus.
4. Knowledge or experience in working with Salesforce.

What We Offer

At Knak we have four foundational pillars. Culture, customers, product and growth. Culture is our number one pillar because we know that is at the core of building a strong company that can build amazing products and delight our customers. We do this with a laser focus on hiring the right people who are smart, positive and who want more than the typical nine-to-five offers.

We offer an extremely rewarding, second to none work environment as acknowledged by Ottawa’s Best Places to Work 2024! We show our investment in our people through our competitive salaries, equity in the company, great benefits, paid vacation, Life leave days (because life happens), team lunches and off-sites, and most importantly our commitment to YOUR career growth.

If this sounds like something you’re looking for, then we’d love to hear from you!

If you don’t see yourself fully reflected in every job requirement listed on the posting above, we still encourage you to reach out and apply. Research has shown that women and underrepresented groups often only apply when they feel 100% qualified. We strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations, and life experiences to apply. Knak believes in creating an inclusive, barrier-free working environment. If you require ANY accommodation to the interview process please contact [e-mail].