FP&A Analyst

SOCi; Vancouver, Toronto; Hybrid; CAD 70,000 - 130,000; Full time

Job summary

A leading marketing solutions provider in Vancouver is looking for an experienced FP&A Analyst. This role focuses on financial reporting and analysis in a SaaS environment, with a salary range of $70,000 to $130,000 CAD. Candidates should have at least 4 years of relevant experience in corporate finance, strong Excel skills, and the ability to work independently and collaboratively. This position will transition to a hybrid model once the office is established.

Benefits

Comprehensive benefits package

Health insurance

Flexible work environment

401(k) plan with employer match

Qualifications

• 4+ years’ experience in corporate finance, financial planning & analysis, or investment banking.
• Experience in a technology or SaaS company.
• Familiarity with financial statements.

Responsibilities

• Own monthly, quarterly, and annual KPI reporting.
• Maintain reporting packages including compliance testing.
• Assist with budgeting and forecasting processes.
• Build partnerships with department leaders.
• Document and design efficient workflows.

Skills

Financial modelling

Advanced Microsoft Excel

Data analysis

Written communication

Analytical thinking

Team collaboration

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

FP&A software

ERP systems

Job description

SOCi, the leader in AI‑powered marketing solutions for multi‑location businesses, is currently looking for an experienced FP&A Analyst to join the team. The Financial Planning and Analysis Analyst will support the senior management decision‑making process as a subject matter expert in the financial mechanics & operational drivers in our SaaS model and how we fit in the market. The focus of this work will be supporting deliverables from current sales/operational activity to short & long term planning.

We are open to intermediate and senior level candidates for this position.

SOCi expects to pay a base salary in the range of $70,000 to $130,000 CAD plus bonuses/commission. Within the range, individual pay is determined by factors such as job‑related skills, experience, and relevant education or training.

Who We Are

SOCi is the leader in AI‑powered marketing solutions for multi‑location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first‑of‑its‑kind, AI‑powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. SOCi is recognized by Fast Company as one of the World’s Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. Founded in 2012 and backed by leading strategic investors, SOCi is transforming how multi‑location brands manage and scale their marketing efforts.

How You’ll Make an Impact

• Own various monthly, quarterly, and annual KPI reporting that deliver results to management around recurring revenue, customer attrition, product mix, and other ad hoc metrics
• Maintains living external and internal reporting packages including: management deck updates, compliance testing, budget vs. actual reporting, variance analysis with RCA of atypical findings
• Assist with the annual and quarterly budgeting and forecasting processes
• Build partnership with department leaders to understand drivers, trends, opportunities, and share insights and recommendations through data
• Document & design more efficient workflows that match our growth and eventual scale
• Provide objective analytical support to help influence and reinforce business decisions by understanding the “big picture” as well as the finer mechanics of the organization
• Identify trends, advise the company, and recommend actions based on sound analysis
• Ad hoc reporting/projects that are assigned
• Be willing to adapt to changes in the job description as deemed necessary by the business and accept all other duties as assigned

What You’ll Need to be Successful

• Hybrid Opportunity: This role is fully remote until our Vancouver, BC and Toronto, ON offices are established. Once the office is in place, it will transition to a hybrid model, with a 50/50 split between remote and in‑office work.
• Must Have:
  • Minimum 4 years’ of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields. Big 4 audit experience is a plus
  • Experience working in a high growth technology or SaaS company is a must
  • Familiarity with standard set of financial statements
  • Must have strong experience with advanced Microsoft Excel & Google products
  • Background in FP&A software & ERP implementation
  • Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving
  • Strong verbal and written communication skills
  • Strong work ethic with a positive, coachable, can‑do attitude
  • Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
  • Attention to accuracy and detail required
  • Proven ability to work under pressure and meet tight deadlines
• Desired Skills (but not required):
  • Experience working at a start‑up or small company
• Education:
  • Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus.

This position will remain open with applications due by December 19, 2025. This position is being hired on an urgent basis. The application window may close before December 19, 2025 if SOCi receives a sufficient number of applications to select a candidate prior to that date.

What SOCi Provides to You

• Comprehensive Benefits Package (full‑time permanent, non‑contract roles only)
• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) plan with employer match
• Flexible Work Environment (full‑time, non‑contract roles only)
• Flexible paid time off
• Quarterly wellness days
• Paid holidays
• Empowering Career Growth and Success

What’s Important at SOCi

Led by a team of industry experts, SOCi is leading the pack in Localized Marketing for Multi‑Location brands. Our passionate team of SOCialites work from home around the globe! Our collaborative, dynamic culture allows our teams to work cross‑functionally and optimize productivity. We are a fast‑paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you. Visit soci.ai for more information.

SOCi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including sexual orientation and gender identity), national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Please note that if selected for a position at SOCi, you will be required to complete an E‑Verify check to confirm your eligibility to work in the United States (if applicable).