Senior Financial Analyst, FP&A

ServiceTitan; Canada; On-site; CAD 93,000 - 141,000; Full time

Job summary

A leading SaaS company in Canada seeks a Senior Financial Analyst to drive financial strategy and support Customer Success teams. The ideal candidate will have over 4 years of FP&A experience, strong analytical skills, and a collaborative mindset. Responsibilities include managing financial processes and developing models for strategic insights. The role offers a competitive salary and comprehensive benefits.

Benefits

Flexible time off

Comprehensive health benefits

Parental leave support

Qualifications

• 4+ years of experience in financial planning and analysis, preferably in a SaaS tech company.
• Strong understanding of FP&A fundamentals including budgeting and forecasting.
• Experience in financial modeling and strategic business planning.

Responsibilities

• Act as the primary finance business partner to the Customer Success organization.
• Manage month-end, quarter-end, and year-end close and forecast processes.
• Build financial models and reporting to tell the right story at the right time.

Skills

Financial modeling

Strategic business planning

Analytical problem-solving

Strong communication

Process improvement

Education

4+ years in FP&A

Tools

SQL

Tableau

Power BI

Job description

Overview

Ready to be a Titan? Are you a finance professional who thrives on turning data into strategy and enjoys partnering with business leaders to drive impact? ServiceTitan, one of the fastest-growing SaaS companies and a leader in the trades, is looking for a Senior Financial Analyst, FP&A (Customer Success) to join our dynamic team. This position will report to the Senior Manager, FP&A and will enjoy a high level of executive visibility and impact to our rapidly-growing startup.

You will play a key role in shaping the company's financial strategy and long term success where you'll act as the finance business partner to our Customer Success teams. The ideal candidate will possess strong analytical and problem-solving skills, a deep understanding of financial principles, excel in business partnering, a growth mindset with strong curiosity about our business and industry, the ability to work collaboratively across departments and have a proven track record of providing superior financial and strategic analysis.

We value strategic insight, at all levels of the organization, and will depend on you to achieve the extraordinary! You will be empowered to challenge the status quo, dream big and have a massive impact.

What you'll do

• Act as the primary finance business partner to our Customer Success organization
• Manage close and forecast process - you will manage the month-end, quarter-end, and year-end close and forecast processes including annual operating plan, accruals, headcount/spend management, variance explanations, and enhance existing management reporting
• Build financial models and reports - you will own the financial modeling and reporting so we're telling the right story, at the right time
• Act as a trusted business partner as the Customer Success team will rely on you to provide insights that drive key business strategies, highlighting opportunities for continued growth, and mitigating any potential risks
• Partner cross functionally - you will implement and standardize scalable financial models and reporting as they relate to the Customer Success organization, working closely within Finance, Customer Success, and cross functional partners (HR, Operations, etc)
• KPI tracking and data analytics - you will establish and monitor KPIs to understand spend efficiency and operational metrics, partnering cross functionally to identify opportunity to improve key metrics
• Promote thought-leadership: You will identify areas for process improvement to scale forecasting and reporting tools, procedures, and methodologies

What you'll bring

• 4+ years of experience in financial planning and analysis, preferably from a SaaS tech company in a finance role
• Strong understanding of FP&A fundamentals (variance analysis, variance storytelling, budgeting, forecasting, headcount management, reporting)
• Must possess a growth mindset - be endlessly curious to solve complex challenges and thrive while navigating the ambiguity
• Strong experience in financial modeling and strategic business planning, including the creation and execution of robust financial plans
• Experience in process improvement and automation, with a history of identifying and implementing more efficient ways to manage financial data and reporting
• Learning mindset and adaptability to emerging technologies. Eager to explore and implement new tools, particularly AI-powered financial planning software and large language models (LLMs), to enhance efficiency, accuracy, and strategic insights
• Superior written and verbal communication skills with the ability to present complex information clearly and concisely to both finance and non-finance audiences
• Experience with detailed systems (ie. Adaptive, Workday, Intacct) to ensure accurate and scalable reporting
• Knowledge of SQL (or other data querying languages) is a plus
• Familiarity with creating visualizations (through Tableau, Looker Studio, Power BI) is a plus

Be Human With Us

Being human isn't about checking every box on a list. It's about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we're solving. We're in this together. Come be human, with us.

What We Offer

• Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.
• Holistic health and wellness benefits: Company-paid medical, dental, and vision for you and your dependents, RSP match, and an employee assistance program.
• Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, financial planning tools, and more.

At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.

ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in Canada is between $93,800 CAD - $140,600 CAD. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.