Senior Financial Analyst

RideCo; Southwestern Ontario; On-site; CAD 90,000 - 110,000; Full time

Job summary

A rapidly growing transportation technology company in Waterloo seeks a Senior Financial Analyst. In this role, you will provide financial planning and analysis support, manage reporting models, and collaborate across teams to enhance decision-making. Ideal candidates have over 5 years of experience in a SaaS environment and strong analytical skills. Compensation includes a base salary of $90K-$110K plus bonuses and stock options.

Benefits

Flex-time work schedules

Bi-weekly catered lunches

Social events

Qualifications

• 5+ years of related experience in management reporting and financial planning.
• CPA Certification preferred.
• Experience in sales operations and finance within a SaaS company.

Responsibilities

• Manage financial project reporting and corporate planning model.
• Provide project analysis and track reporting.
• Prepare monthly and quarterly financial reports.

Skills

Financial planning and analysis

Management reporting

Technical skills in software revenue recognition

Excel proficiency

Business intelligence tools

Excellent communication skills

Education

Bachelor's Degree in Finance, Accounting, or Economics

Tools

Power BI

Job description

Location: Waterloo, Ontario, Canada

This role is an opportunity in the exciting and fast-growing transportation technology industry. Public transit is being transformed from a system of static, scheduled fixed-routes, to a dynamic on-demand network of vehicles, and you’ll be one of the pioneers shaping this transformation.

Reporting to the Financial Planning & Analysis Manager, the Senior Financial Analyst will be responsible for financial planning and analysis (FP&A) support to Senior Management. You will manage, improve and update our financial project reporting and corporate planning model, including plan versus actual analysis. You will provide recommendations and develop new reports to support fluent business decisions.

Your day-to-day responsibilities will include:

• Work closely with project managers and project teams to support accurate project reporting and update cost projections to reflect the current project's status.
• Provide timely and relevant project analysis, tracking & reporting, accounting month-end coordination, invoicing, and cash management duties on customer projects.
• Collaborate cross-functionally to provide financial insights, planning, and variance analysis.
• Support pricing proposal submissions and conduct costing analysis.
• Lead finance department projects that enhance data-driven decision-making and improve overall company efficiency.
• Prepare monthly and quarterly financial reports by collecting, analyzing, formatting, and presenting the information in a timely manner.
• Drive existing management reporting - analyze financial results, distill and synthesize issues, communicate key messages to senior management.
• Support the strategic planning and budgeting process and monitor relevant KPIs.
• Improve operational efficiency by streamlining processes, supporting standardization, and enhancing reporting automation.
• Assist with external audit requests and procedures.
• Work with transactions involving multi-currency.
• Other duties/projects as assigned.

Preferred Qualifications and Experience:

• 5+ years of related experience in management reporting, financial planning and analysis coupled with a Bachelor's Degree in Finance, Accounting, Economics, or another related field. CPA Certification preferred.
• Progressive experience in sales operations and finance within a SaaS company
• Excellent technical skills in software revenue recognition
• Proficient in Excel. Experience working with business intelligence tools, such as Power BI, is an asset
• Excellent written, oral, and interpersonal communication skills
• Self-starter who regularly takes initiative and can juggle multiple projects while simultaneously demonstrating creativity and judgment
• Interacts well with others - internal finance team, senior managers, and external parties
• Maintains confidentiality when dealing with highly sensitive information.
• Thrives in a nimble, lean, and fast-paced environment

Compensation and Benefits:

• Base Salary: $90K - $110K + performance-based bonus + stock options
• Work-Life Balance & Additional Perks: Flex-time work schedules, vacation time, bi-weekly catered lunches, social events, casual dress code
• Benefits Plan: Medical, dental, prescription, life/health spending accounts and more
• Work Environment: Located in KW's most desirable work space in the heart of Uptown Waterloo
• Commuter Program: Complimentary rides to and from work in Waterloo Region

Who we are:

RideCo powers on-demand transit. Public transit agencies and fleet operators use RideCo's cloud-based software platform to provide on-demand shared rides in dynamically routed buses and vans. RideCo is growing rapidly, and it is the most adopted cloud-based on-demand transit software among the ten largest cities in the United States. Our marquee clients include Philadelphia’s SEPTA, RTC Las Vegas, San Antonio Metro, and Houston Metro.

RideCo’s software powers a diverse range of use cases, including paratransit, residential/suburban travel; first-mile-last-mile connections for transit hubs; and corporate employee transportation. The success of these services is supported by the industry's best customer service, including a 95% plus customer retention rate. We are investing to scale up and capture the growing demand for on-demand shared rides solutions.

RideCo is proud to be an equal-opportunity employer. We hire the best talent and strive to build a meritocratic culture. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you require special accommodation to complete any portion of the application or interview process, please mention this in your application.