Senior Financial Planning Analyst

HighlightTA; Toronto; Remote; CAD 80,000 - 110,000; Full time

Job summary

A nonprofit software leader is seeking a Senior Financial Planning Analyst to develop financial models, deliver insights, and support forecasting efforts. The ideal candidate has over 5 years of FP&A experience, particularly in SaaS environments, and is proficient in Excel and data analytical tools. This role offers a fully remote work setting and generous benefits, including unlimited paid time off.

Benefits

Unlimited paid time off

11 company holidays

Paid sick time

Monthly paid volunteer day

Fully remote workplace

Qualifications

• 5+ years of FP&A experience, ideally within SaaS.
• Proficiency in financial modeling.
• Experience working with large datasets.

Responsibilities

• Build and maintain financial models.
• Assist with planning cycles and board-level reporting.
• Ensure accuracy across datasets.

Skills

Financial modeling

Data analytics

Attention to detail

Proficiency in Excel and Google Sheets

Self-starter mindset

Tools

Power BI

SQL

Salesforce

NetSuite

Job description

About Neon One

At Neon One, we believe that technology is the key to building vibrant communities of generosity. As a leader in nonprofit software since 2004, we create intuitive solutions that help small and mid-sized nonprofits connect with people, build trust, and make good happen every day.

Our culture is powered by empathy, innovation, and a shared mission to empower organizations making a difference. We operate with a customer-first mindset, take pride in extraordinary results, and grow together by supporting each other and embracing bold new ideas. If you’re passionate about using your skills to drive real impact and want to thrive in a collaborative, fully remote environment, Neon One is the place for you.

The Senior Financial Planning Analyst is a high-impact, analytical role supporting strategic financial planning, data integrity, and performance reporting. You’ll work closely with the Director of FP&A and VP of Strategic Finance to build scalable financial models, deliver actionable insights, and support SaaS-specific forecasting.

This is a role for a self-starter who can navigate large data sets, build driver-based models, and partner cross-functionally to support data-driven decisions. You'll be instrumental in improving forecasting accuracy, streamlining dashboards, and enabling smarter business strategies.

Key Responsibilities

Financial Modeling & Planning

• Build and maintain driver-based financial models that connect business drivers to financial outcomes.

• Assist with monthly, quarterly, and annual planning cycles, including board-level reporting.

• Support sales forecasting, cohort analysis, and commission planning to align performance and incentives.

Data Analytics & Dashboarding

• Ensure accuracy across systems and datasets to support data auditing and executive reporting.

• Identify trends and deliver insights across core SaaS metrics (ARR, CAC, LTV, churn).

• Partner with cross-functional teams (Sales, Marketing, Product) to deliver financial insights that drive strategic initiatives.

• Develop scalable dashboards using tools like Power BI or Metabase.

Strategic Projects & Automation

• Contribute to automation and predictive analytics initiatives to improve reporting efficiency.

• Drive scenario modeling to support strategic decision-making.

Must-Haves

• 5+ years of FP&A experience, ideally within SaaS or subscription-based businesses.

• Proficiency in Excel/Google Sheets with strong financial modeling skills (e.g. powerpivot).

• Hands-on experience with CRMs (Salesforce or similar) and ERPs (NetSuite or similar).

• Experience working with large datasets and extracting insights through tools like Power BI, Metabase, SQL, or Python.

• Comfort with financial statements and ability to audit data across systems.

• Self-starter mindset with attention to detail and a bias for action.

Great-to-Haves

• Experience with SaaS for statistical analysis and modeling.

• Exposure to Solution 7, Hyperion, and enterprise-level financial systems.

• Background in working with distributed teams in remote environments.

• Understanding of SaaS payment structures is a bonus, though not core to this role.

Why Join Neon One?

At Neon One, our values are how we show up every day. We make good happen by putting empathy and passion at the center of our work, using technology to uplift mission-driven organizations. We stand for our customers, act with care and intention in every decision, own the solution, and grow together. We innovate fearlessly, always exploring new ways to support our community and each other.

Benefits and More

• Unlimited paid time off.

• 11 company holidays.

• Paid sick time and a monthly paid volunteer day.

• Fully remote workplace.

How We Hire

We use AI tools to support our recruitment process, including helping us organize applications and identify early matches based on role criteria. That said, every rejection decision is made by a human. We encourage candidates to apply authentically and avoid relying solely on AI-generated responses, especially during interviews.

This opportunity is offered through HighlightTA, the on-demand talent team supporting Neon One’s growth.

Connect with us and learn more: Neon One on LinkedIn; HighlightTA on LinkedIn.