Senior Finance Manager New Toronto, ON (Remote)

CapIntel Inc.; Toronto; Remote; CAD 100,000 - 150,000; Full time

Job summary

CapIntel, a fast-growing wealthtech company in Toronto, seeks a Senior Finance Manager to lead financial strategy and performance. This impactful role involves collaborating across departments, optimizing financial decision-making, and utilizing SaaS operating metrics. Ideal candidates have robust experience in FP&A and are adept at strategic financial communication.

Qualifications

• 6+ years of FP&A, investment banking, or corporate finance experience.
• Deep understanding of SaaS metrics.
• Hands-on experience with financial modeling and forecasting.

Responsibilities

• Own company-wide financial planning and forecasting initiatives.
• Provide financial guidance and resource allocation support.
• Drive reporting for executives and investors.

Skills

Financial Planning

Analytical Skills

Collaboration

Business Judgment

Tools

Excel

FP&A Tools

Accounting Software

Job description

Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.

Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”

As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.

About the Role

CapIntel is looking for a Senior Finance Manager to help drive financial strategy, decision-making, and performance across the business. Reporting to the SVP of Finance & Operations, you’ll work closely with leaders across departments to deliver meaningful insights, build models that inform strategic choices, and ensure alignment with our financial goals.

This is a high-impact role for someone who brings strong financial planning experience, analytical depth, and a collaborative mindset. You’ll play a key role in evaluating growth opportunities, monitoring performance, and helping the business make data-informed decisions as we scale.

What You’ll Do

• Own the company-wide financial P lanning and F orecasting initiatives ; A nnual Planning process , monthly BvA meetings, Short Term vs Long Term scenarios
• Develop an understanding of CapIntel's go-to-market model, including various partner/channel motions, and translate this into operational and financial information to monitor the health of the business
• Collaborate with key stakeholders to understand and action upo n SaaS perform ance metrics ( CAC Payback , NRR, GRR, Rule of 40, etc )
• Collaborate with Accounting on monthly close to ensure timely and accurate reporting and analysis of results
• Partner with all department leaders to provide financial guidance, resource allocation support, and performance tracking
• Drive Executive reporting and provide timely, insightful and actionable information to enable data-driven decision-making
• Drive board and investor reporting , including monthly/quarterly financial packages, KPI dashboards, and variance analyses

What We're Looking For

• 6+ years of experience in FP&A, investment banking, or corporate finance, with at least 3 years in a high growth SaaS environment
• Deep understanding of SaaS operating metrics with experience applying them to drive strategic decisions
• Proven ability to partner with Leadership team to drive alignment, instill accountability, and optimize performance
• Hands-on experience with building and owning company-wide financial modelling, forecasting, and scenario analysis processes
• Proficient with Excel, FP&A tools (Pigment, Adaptive, etc), and Accounting tools (Xero, QuickBooks, NetSuite, etc)
• Excellent business judgment and storytelling skills; ability to communicate insights clearly to both technical and non-technical stakeholders
• Comfort working in high growth environments and having to operate in ambiguity

The Interview Process

• 30-minute Video Interview with a member of the Talent Acquisition team
• 60-minute Video Interview with the SVP, Finance & Operations
• 45-minute Video Interview with the Head of Customer Experience
• 45-minute Video Interview with the Director, People
• 45-minute Video Interview with the Accounting Manager
• 60-minute Presentation to a panel of stakeholders

Not Sure You Meet Every Requirement?

We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path.If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!

Why You'll Love Working Here:

Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!

What's Important to Us:

CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.

We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing [e-mail] .

To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.

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At CapIntel, we’re committed to getting to know the real you: your experience, problem-solving approach, and unique perspective. As AI tools become more common in both job searches and workplaces, we want to be transparent about how we use them in our hiring process.You’re welcome to use AI tools to help you prepare for interviews. However, during live interviews and in any submitted work, we ask that your responses reflect your own thinking and experiences, not content generated or read directly from AI, unless stated otherwise.As an organization, CapIntel uses an AI-powered note-taking tool to help interviewers stay focused and accurately capture conversations. This tool is used strictly for note-taking purposes; it does not evaluate candidates or influence hiring decisions. If you’re invited to interview, you’ll have the option to opt out of this tool with no impact on your candidacy. * Select...

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Will you now or in the future require sponsorship to work in Canada? * Select...

Which Canadian province or territory will you be working from? * Select...

Which city will you be working from? *

How many years of experience do you have in FP&A, investment banking, or corporate finance? * Select...

How many years of experience do you have working in a high-growth SaaS environment? * Select...

Which SaaS metrics are you most comfortable working with? Select all that apply. *

CAC Payback

Net Revenue Retention (NRR)

Gross Revenue Retention (GRR)

Rule of 40

Other

None of the above

Have you owned or led company-wide financial planning and forecasting (e.g., annual plans, budget vs actual, scenario modelling)? * Select...

Can you briefly describe a time when you were responsible for building a financial model, process, or initiative from the ground up? *

Which FP&A tools or financial modelling platforms do you have experience with? Select all that apply. *

Excel / Google Sheets

Pigment

Adaptive Insights

Anaplan

Other

None of the above

Have you supported board or investor reporting with financial models or insights? * Select...

Which accounting systems have you worked with? Select all that apply. *

Xero

QuickBooks

NetSuite

Sage Intacct

Other

None of the above

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