Financial Planning and Analysis Manager - Toronto

IGM US Holdings, Inc.; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A financial services firm based in Toronto is seeking a Financial Planning and Analysis Manager. This role focuses on forecasting processes across revenue and expenses, requiring 4-7 years of experience, strong analytical capabilities, and a deep understanding of SaaS metrics. The ideal candidate will lead financial reporting and collaborate with various teams to drive informed business decisions. Excellent communication skills and proficiency in financial modeling tools like Excel are essential.

Qualifications

• 4–7 years of experience in FP&A, Strategic Finance, or Investment Banking in SaaS or high-growth tech.
• Strong analytical and financial modeling skills.
• Ability to collaborate with executives on P&L forecasts.

Responsibilities

• Own company-wide revenue and expense forecasting process.
• Partner with leaders to model revenue performance.
• Lead monthly reporting processes comparing actuals to forecast.

Skills

Analytical skills

Financial modeling

Forecasting

Communication skills

SaaS metrics knowledge

Tools

Excel

NetSuite

Salesforce

HubSpot

Job description

Financial Planning and Analysis Manager - Toronto

About Gravity

G ravity is the platform public agencies use to manage budgeting, automate financial reporting, and meet compliance with confidence. From Annual Comprehensive Financial Reports (ACFR) to Budget Books to GASB disclosures, we give teams the tools to move faster, work smarter, and build public trust.

About the role

We’re looking for an analytical and strategic FP&A Manager to join our Finance team. You’ll play a critical role in owning and optimizing our forecasting processes across revenue and expenses. You’ll bring together cross-functional inputs, turn data into insights, and help us make smart, fast, and informed decisions. This role is central to building scalable, data-informed financial processes that align with our high growth trajectory.

What you'll do

• Own the company-wide revenue and expense forecasting process, including regular reforecasting cycles and scenario planning.
• Partner closely with GTM, Customer Success, and Product leaders to model revenue performance and pipeline conversions across segments (SMB, Mid-Market, Enterprise).
• Build and maintain detailed financial models and dashboards to track bookings, retention, and expansion.
• Analyze key metrics (CAC, LTV, payback, churn) and provide insights that influence investment, hiring, and pricing decisions.
• Lead monthly reporting processes, comparing actuals to forecast and helping leadership course-correct when needed.
• Develop a unified operating rhythm across Finance and RevOps — from pipeline reviews to board reporting.
• Support strategic planning, annual budget cycles, M&A and investor reporting needs.

What you bring

4–7 years of progressive experience in FP&A, Strategic Finance, or Investment Banking, ideally in a SaaS or high-growth tech environment.

Strong analytical, financial modeling and forecasting skills — you can build from scratch, not just tweak existing templates.

Experience collaborating with business unit executives and driving P&L forecasting, initiative planning, execution in highly matrixed organizations and ability to influence across organization

Excellent communication skills, with the ability to distill complex data into clear, actionable insights for financial and non-financial stakeholders

Deep understanding of SaaS metrics (ARR, NRR, CAC, LTV, gross margin) and how they impact growth strategy.

Experience with tools like Excel, NetSuite and CRMs like Salesforce and HubSpot.

An owner’s mindset — you proactively spot issues, identify risks, and opportunities and bring solutions to the table, not just report on them

Bonus : Experience in GovTech, public sector sales cycles, or multi-segment revenue models.

About you

You'll turn numbers into strategy and insights into action

Excel is your second language—financial models, forecasts, and budgets are your playground

You thrive in fast-paced environments and love solving complex problems

You speak both finance and business, bridging data and decisions

Detail-driven but big-picture focused

A curious mind with a steady hand—calm under pressure, sharp under deadlines

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