FP&A Solutions Analyst

Octopus HR; Canada; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in financial planning seeks a Client Modelling Analyst who excels in transforming complex data into actionable financial models. This role is pivotal in sales and client success, providing essential insights to enhance client experiences and product developments. Candidates require 3-5 years in financial analytics, coupled with advanced skills in Excel and client engagement.

Benefits

Impact from Day One

Supportive Team

Modern Tech Stack

Equity Ownership

Flexibility

Great Benefits

Qualifications

• 3-5 years experience in FP&A or financial analytics.
• Ability to translate complex data into financial models.
• Confident in client interactions and onboarding.

Responsibilities

• Translate prospect data into real-time financial models during sales calls.
• Onboard clients and refine their forecasting logic.
• Create scalable templates and resources for internal use.

Skills

Advanced Excel

Financial analytics

Client-facing skills

Cross-functional collaboration

Tools

Mosaic

Anaplan

Cube

Vena

HubSpot

Notion

Job description

Pluvo is reshaping how growing businesses plan their financial future, bringing real-time, AI-driven forecasting to teams that need clarity quickly.

We’re helping them find a Client Modelling Analyst—someone who thrives on turning chaos into clean logic, and who’s just as comfortable in a spreadsheet as on a sales call. This is a client-facing, impact-heavy role that sits at the intersection of Sales, Business Development, Customer Success, and Product.

You won’t carry a quota or pitch deals, but you will be the one who answers, “Can your platform do this?” with a live model that makes it real.

What You'll Do

• Join sales and BD calls to translate complex prospect data into real-time financial models.
• Work with CS to onboard clients and refine their data and forecasting logic.
• Act as the modelling subject matter expert, helping clients get the most out of Pluvo.
• Turn repeatable patterns into scalable templates, guides, and internal resources.
• Feed insights from live modelling into Pluvo’s product roadmap.

Requirements

• 3–5 years in FP&A, financial analytics, or data-heavy finance roles
• Advanced Excel or Google Sheets skills—fast, clean, and logic-first
• Confidence in client-facing moments—on sales calls or during onboarding
• Comfort working cross-functionally with Sales, BD, CS, and Product
• Based in Canada and open to light travel

Nice-To-Haves

• Experience with tools like Mosaic, Anaplan, Cube, or Vena
• Sales engineering or onboarding support background
• Experience with operational forecasting (revenue, headcount, expenses)
• Familiarity with HubSpot, Notion, or similar tools
• Consulting or implementation experience with finance clients

Benefits

• Impact from Day One — Your work will ship fast and make a real difference.
• Supportive Team — Learn from experienced engineers and grow your craft.
• Modern Tech Stack — Next.js, Node, Postgres, TypeScript, GitHub, and more.
• Equity Ownership — Get in early and build something meaningful.
• Flexibility — Work in-person in Ottawa or remotely within Canada.
• Great Benefits — Health & dental, quarterly bonuses, travel coverage, home office stipend, and more.