Senior FP&A Analyst

RATA TRANSPORTATION LLC; Canada; Remote; USD 95,000 - 117,000; Full time

Job summary

Join a pioneering AI customer service company as a Senior FP&A Analyst, where you'll play a crucial role in enhancing financial reporting and forecasting. This innovative firm is dedicated to transforming customer service through AI, enabling businesses to thrive. In this dynamic position, you'll collaborate across departments, providing actionable insights and supporting strategic initiatives. With a focus on personal growth and well-being, you'll enjoy a flexible work environment, unlimited vacation, and access to cutting-edge AI tools. If you're ready to make an impact in a fast-paced, growth-oriented setting, this opportunity is perfect for you.

Benefits

Unlimited Vacation

Comprehensive Benefits

Wellness Account

Employee & Family Assistance Plan

Flexible Work Schedule

Learning & Development Budget

Work from Home Budget

Access to Cutting-Edge AI Tools

Hands-On with LLMs

A Thriving Industry

Qualifications

• 2-4 years of experience in financial modeling and analysis.
• Proficient in Excel or Google Sheets with strong accounting knowledge.

Responsibilities

• Build and maintain key financial metrics and reports.
• Support development of annual budget and forecasts.

Skills

Financial Modeling

Financial Analysis

Attention to Detail

Strong Communication Skills

SaaS Experience

Education

Bachelor's Degree in Finance or related field

Tools

Excel

Google Sheets

Salesforce

Looker

Financial Planning Software

Job description

Ada is an AI customer service company whose mission is to make customer service extraordinary for everyone. We're driven to raise a new standard of quality customer service at scale, enabling enterprise companies to deliver experiences that people love–instant, proactive, personalized, and effortless.

Ada is an AI transformation platform and partner—combining strategic expertise with powerful AI agent management technology to accelerate businesses’ AI maturity to keep them ahead of the curve. With Ada, 83% of customer conversations—and counting—are effortlessly resolved through automation, giving teams more time back, companies more resources to focus on growth, and customers more life to focus on what matters most to them.

Established in 2016, Ada is a Canadian company that has powered over 5.5 billion interactions for leading brands like Square, YETI, Canva, and Monday.com, saving millions of hours of human effort. Backed with over $250M in funding from tier-one investors including Accel, Bessemer, FirstMark, Spark, and Version One Ventures, Ada is a pioneer in the management and application of AI in customer service.

At Ada, we see growth as a reflection of each individual owner’s personal growth. That’s why our values are rooted in driving progress and continuous improvement. If you’re ambitious and eager to grow, Ada could be the place for you.

As Ada’s Senior FP&A Analyst, you will report to the Senior Strategic Finance Manager to deliver analyses that support business performance reporting and the development of financial forecasts. You will work collaboratively across the business to connect key data sources and provide actionable insights into business decisions.

About You

• 2-4 years of experience providing financial modeling and analysis.
• Highly proficient in Excel or Google Sheets.
• Strong attention to detail and solid understanding of accounting principles.
• Strong communication skills and can leverage financial analysis to provide a complete picture.
• You are looking to be in a fast-paced environment with opportunities to learn and grow.
• Prior experience working in a startup environment, particularly in SaaS.
• Experience working with financial planning and accounting software.
• Experience working with CRMs and data tools (e.g., Salesforce, Looker).

Outcomes

• Financial Reporting & Metrics: Build, maintain, and enhance key financial metrics and reports, ensuring accuracy and timely updates.
• Financial Forecasting: Support development of the annual budget and interim forecasts. Maintain and update the three-statement financial forecast model, supporting strategic decisions and providing insights into company performance.
• Variance Analysis: Perform detailed analysis of month-end variances, and work closely with department leaders to understand the root causes, recommending actionable insights.
• Month-End Close Support: Collaborate with the accounting team to ensure accurate and timely month-end close, including the collection of necessary data and ensuring alignment with forecast models.
• Cross-functional Collaboration: Work closely with departments across the business to gather and integrate financial and non-financial data to develop strategic analysis and reporting.
• Board Materials Preparation: Assist in the preparation of materials for board meetings, ensuring key financial data is accurate and making connections to provide a picture of the business as a whole.
• Process Improvement: Identify opportunities for process improvements, leveraging automation and AI and optimizing workflows to ensure efficiency and accuracy.
• Strategic Support & Ad-hoc Analysis: Provide financial insights to support various strategic initiatives. Perform other ad-hoc financial analysis and reporting as required by leadership.

The expected salary range for this position is $95,500 - $117,000. Actual pay will be determined based on several factors such as past experience and qualifications, geographic location, and other job-related factors permitted by law.

At Ada, you’ll not only build extraordinary products but also thrive in an environment designed for your success. We prioritize your well-being, growth, and work-life balance. Here’s what we offer:

• Unlimited Vacation: Recharge when you need to.
• Comprehensive Benefits: Extended health coverage, dental, vision, travel, and life insurance.
• Wellness Account: Empowering you to invest in your overall well-being and lifestyle.
• Employee & Family Assistance Plan: Resources to support you and your loved ones.
• Flexible Work Schedule: Balance your work and personal life.
• Remote-First, In-Person Friendly: Options to work from home or at our local hub.
• Learning & Development Budget: Invest in your long-term growth goals and skills.
• Work from Home Budget: Equipping you with the tools and support for a seamless remote work experience.
• Access to Cutting-Edge AI Tools: Work with the best AI tech stack in the industry.
• Hands-On with LLMs: Enhance your expertise in leveraging large language models.
• A Thriving Industry: Join the forefront of innovation in AI, shaping the future of technology.

The above Benefits and Perks only apply to full-time, permanent employees.

Thank you for your interest in joining us at Ada. Due to the high volume of applications, we will only contact candidates whose qualifications match closely to the requirements of the position. We appreciate the time you have invested in learning more about us.