Director, Financial Planning & Analysis

We are a growth SaaS software company serving enterprise and mid-market customers through a recurring revenue SaaS model. With approximately $50M ARR, we are entering a critical phase of scale where financial rigour, operational insights, and strategic decision support are increasingly important to driving growth and profitability.

We are seeking a highly analytical and business-oriented Director, Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization.

The Director, FP&A, will lead the company’s financial planning, forecasting, management reporting, and strategic finance functions. This role requires a highly analytical finance leader with strong SaaS operating model expertise, executive communication capabilities, and experience building scalable planning processes in a high-growth environment.

The Director will oversee core FP&A operations, manage and mentor team members, and partner cross-functionally with leaders across Sales, Marketing, Customer Success, Product, Engineering, and Operations.

This is a highly visible role with regular interaction with executive leadership, Board members, and investors.

Note: This is an existing vacancy on the team

• Financial Planning & Forecasting

  • Lead the company’s annual budgeting process, quarterly reforecasting, and long-range financial planning

  • Own consolidated SaaS operating model including ARR, revenue, bookings, churn, CAC, gross margin, and operating expense forecasting

  • Develop driver-based financial models to support growth planning and investment decisions

  • Monitor actuals vs. forecast and provide variance analysis with actionable recommendations

• Executive & Board Reporting

  • Own monthly, quarterly, and annual reporting packages for executive leadership and Board of Directors

  • Deliver insights into company performance, key SaaS metrics, cash flow, and operational efficiency

  • Translate complex financial and operational data into actionable recommendations for senior stakeholders

  • Support investor relations, fundraising activities, lender reporting, and due diligence processes as needed

• Strategic Finance & Business Partnership

  • Serve as a strategic finance partner to GTM, Product, Engineering, and Customer Success leadership teams

  • Drive accountability around departmental budgets, hiring plans, and operational KPIs

  • Conduct scenario analysis and sensitivity modelling to support strategic decision-making

  • Identify opportunities to improve efficiency, margin performance, and resource allocation

  • Partner with budget owners to evaluate hiring plans, resource allocation, pricing, and operational initiatives

  • Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance

• Team Leadership & Reporting Responsibilities

  • Manage and mentor StratFin Manager team members

  • Review and consolidate departmental submissions and reporting deliverables

  • Establish reporting standards, planning processes, and financial controls across FP&A activities, inclusive of updating the Playbook

  • Help build a high-performing, scalable finance function aligned to company growth objectives

• Process Improvement & Systems

  • Improve financial planning processes, reporting automation, and data quality

  • Partner with the Business Operations, Data, and Finance teams to streamline reporting infrastructure

  • Support implementation and optimization of FP&A and BI tools

  • Maintain financial models and ensure consistency across reporting outputs

• 5–8+ years of experience in FP&A, strategic finance, investment banking, consulting, or related finance roles

• Experience in high-growth SaaS or software businesses

• Strong understanding of SaaS metrics, including ARR, NRR, CAC, LTV, churn, and revenue forecasting

• Advanced financial modelling and Excel / Google Sheets skills

• Experience preparing executive and board-level reporting materials

• Strong analytical, communication, and presentation skills

• Proven ability to influence cross-functional stakeholders

• Experience managing or mentoring junior team members

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• Bonus if you have:

  • Experience managing or mentoring junior team members

  • Familiarity with FP&A platforms (Adaptive, Anaplan, Mosaic, Pigment, etc.)

  • Experience with BI tools such as Tableau

  • CPA, CFA, or MBA is considered an asset

  • Experience in venture-backed or PE-backed software companies

Where You’ll Work 📍

• Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ’d in Canada, with established hub regions around the world where we hire from.

• Our employees (or Loopers, as we call ourselves!) live and work in 🇨🇦 Canada (British Columbia and Ontario), 🇬🇧 London, and 🇮🇳 India (specifically in Gujarat, Maharashtra, and Bengaluru).

• The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC). For this role, we are specifically looking for someone who resides in our ON Hub.

• We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you!

• You’ll collaborate with your teams virtually across the UK, India, and North America (we’re just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work 🙇🏾 during the workday

• We encourage asynchronous collaboration to effectively work as a global #OneTeam!

Why You’ll ♥️ Working at Loopio

• Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Lattice for our 1:1s and performance conversations  

• You will have the opportunity to elevate 🪄 your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact.

• We offer a wide range of health and wellness benefits to support your physical and mental well-being, starting day 1️⃣ with Loopio.

• We’ll set you up to work remotely with a MacBook laptop 🍏, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up.  

• You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment.

• Participate in 🎤 townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam!

• Our four active Employee Resource Groups offer opportunities for employees to learn and connect year-round. 

• You’ll be a part of an award-winning workplace 🏆with an opportunity to make a big impact on the business.

Questioning your qualifications? Read this ‼️ Hi there, we recognize that all too often, potential candidates don’t apply for a position simply because they don’t hit every single criteria included in the job description—particularly members of underrepresented groups. 

Whether or not your experience ✅ checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage, so we've created prompts in the application for you to share more about yourself. If you've made a career transition (or a few!), you’re self taught in a new role, or you have skills/experience you’d like to highlight, we want to hear more about what you could bring to the table.

AI in Recruitment 👩🏻‍💻 At Loopio, we leverage  artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening, drafting preliminary job descriptions, generating initial interview questions, transcription and occasionally sourcing prospective candidates. However, AI is never used to make final hiring decisions; our use of AI  serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We are committed to the responsible use of AI in our hiring practices, prioritizing both  an improved candidate experience and operational efficiency. Our standardized hiring practices remain focused on reducing biases, with all key hiring decisions  solely made by our team. We continuously review and refine our hiring practices to align with  industry best practices and evolving legal guidelines

AI Usage in Interviews 🤖 The Loopio interview process is designed to help us better understand your professional experiences, as well as your unique perspective and approach to delivery and collaboration. To ensure a fair and accurate assessment, we expect candidates to refrain from using AI-generated content to produce responses to our interview questions during the live interview, as our goal is to evaluate your own knowledge and problem-solving abilities - not those of an AI assistant. If AI-generated responses are identified during the interview, Loopio reserves the right to disqualify candidates from the interview process.

For specific roles that include a take-home assignment, our AI Interviewee Policy allows the use of AI for initial support; however, the final submission must be a true reflection of your personal insights, skills and decision-making.

Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team ([email protected]) should you require accommodations at any point during our virtual interview processes.