Senior Analyst, Financial Planning & Analysis (FP&A)

Development Coveo EN; Montreal (administrative region); On-site; CAD 80,000 - 100,000; Full time

Job summary

Coveo in Montreal is seeking a Senior Analyst, FP&A to partner with R&D and G&A teams, owning budgets, forecasts, headcount planning and workforce strategy.

You will turn financial data into insights to guide leadership decisions and collaborate across functions to optimize allocations and performance.

The role requires advanced Excel/Sheets skills and experience with BI tools such as Sigma and Power BI, with close partnership to the VP FP&A.

Qualifications

• 3+ years in FP&A, corporate finance, or related finance role.
• Finance Business Partner experience; ability to influence senior leaders.
• Strong understanding of cost structures, workforce planning, operating expenses.
• Advanced Excel or Google Sheets; experience with BI/visualization tools like Sigma or Power BI.

Responsibilities

• Own budgets, forecasts, headcount plans, and workforce planning end-to-end.
• Understand operational and financial drivers for each function, incl. headcount and tech investments.
• Translate data into actionable recommendations on investments and resource allocation.
• Prepare and present financial analyses for reviews, planning cycles, and decisions.
• Liaise between business leaders, HRBP, and Corporate FP&A for alignment and visibility.
• Participate in annual budgeting and monthly/quarterly forecasting; improve reporting with BI tools.

Skills

FP&A experience

Finance business partner

Advanced Excel/Sheets

BI tools Sigma/Power BI

Education

Bachelor's degree in finance or related field

CPA or CFA designation

Tools

Sigma

Power BI

Adaptive Planning

Job description

Shape the investments behind Coveo’s technology and corporate teams!

Want a seat at the table where investment and resource decisions are made? As a key financial partner to our Research & Development (R&D) and General & Administrative (G&A) teams, you’ll turn financial and operational data into insights that help leaders make informed decisions.

You’ll work closely with leaders across the organization to challenge assumptions, connect financial performance to business priorities, and bring clarity to complex decisions. Reporting directly to the VP of Financial Planning & Analysis, you’ll play an important role in how Coveo plans and allocates its resources.

As our Senior Analyst, Financial Planning & Analysis, you will:

• Serve as the primary financial partner for R&D and G&A leaders, owning their budgets, forecasts, headcount plans, and workforce planning end-to-end.
• Develop a deep understanding of each function’s operational and financial drivers, including headcount, compensation, technology investments, external resources, departmental spending, and other key cost drivers.
• Translate financial and operational data into actionable recommendations, helping leaders evaluate investments, trade-offs, resource allocation, and opportunities to improve efficiency.
• Prepare and present clear financial analyses for business reviews, planning cycles, investment decisions, and resource requests.
• Act as the liaison between business leaders, HR Business Partners, and Corporate FP&A to ensure alignment, planning discipline, and visibility into evolving business needs.
• Actively participate in annual budgeting and monthly and quarterly forecasting, while collaborating with the Business Intelligence team to continuously improve reporting and data visualization tools such as Sigma and Snowflake.

Here is what will qualify you for the role:

• At least 3 years of experience in financial planning and analysis (FP&A), corporate finance, or a similar finance role.
• Demonstrated experience as a Finance Business Partner, with the ability to challenge assumptions, influence senior leaders, and translate business priorities into financial implications.
• Strong business acumen and understanding of cost structures, workforce planning, operating expenses, resource allocation, and how decisions across functions affect company-wide financial projections.
• Advanced Excel or Google Sheets skills, along with experience using business intelligence and visualization tools such as Sigma or Power BI.

What will make you stand out:

• Bachelor’s degree in finance, accounting, economics, or a related field; a Chartered Professional Accountant (CPA) or Chartered Financial Analyst (CFA) designation is an asset.
• Experience partnering directly with R&D, technology, or G&A functions in a software or technology company.
• Experience with Adaptive Planning or a similar financial planning and budgeting system.
• Comfort navigating a fast-moving environment where priorities evolve, ambiguity is part of the day-to-day, and thoughtful recommendations sometimes need to be made with imperfect information.

Join the Coveolife!

We encourage all qualified candidates to apply regardless of, for example, age, gender, disability, gaps in CV, national or ethnic background.

This job description was written by humans, assisted by AI. We may leverage technology in our hiring process to help us see the person behind the resume.

Coveo is committed to providing accessible employment practices. If you require accommodation due to a disability at any point during the recruitment process, please contact [e-mail] to discuss your needs.