Serves as the primary finance partner to Sales and Customer Experience leadership, owning budgeting, forecasting, workforce planning, and headcount management. Analyzes operational and financial metrics, develops actionable recommendations, presents performance insights, and supports resource allocation and strategic decisions. Collaborates with HR, FP&A, and Business Intelligence teams to improve reporting and planning tools.
Turn numbers into insights that drive growth!
What if your financial expertise could directly influence the decisions shaping Coveo’s revenue growth? As a Finance Business Partner supporting our Sales and Customer Experience teams, you’ll play an active role in the strategic decisions that fuel our success.
Working alongside experienced leaders, you’ll go far beyond reporting. You’ll become a trusted advisor who challenges assumptions, uncovers opportunities, and transforms data into actionable insights. You’ll report directly to the Vice President, Financial Planning & Analysis.
As our Finance Business Partner for our Sales & Customer Experience teams, you will:- Act as the primary finance partner for Sales and Customer Experience leaders, owning budgeting, workforce planning, and headcount management.
- Develop a deep understanding of operational metrics such as sales cycles, conversion rates, customer churn, net revenue retention, customer acquisition cost, and sales productivity.
- Transform complex data into actionable recommendations that support both day-to-day and strategic decision-making.
- Prepare and present clear financial analyses during performance reviews, budgeting cycles, forecasting exercises, and resource allocation discussions.
- Partner closely with business leaders, Human Resources Business Partners, and the Financial Planning & Analysis team to ensure alignment and governance across plans.
- Collaborate with the Business Intelligence team to continuously improve reporting and visualization tools, including Sigma, Snowflake, and Adaptive Planning.
- 5+ years of experience in financial planning and analysis, corporate finance, or within a technology Software-as-a-Service (SaaS) environment.
- Proven business partnering experience and the ability to influence senior leaders without direct authority.
- Advanced proficiency with Microsoft Excel, Google Sheets, Sigma, and Power BI, combined with a strong understanding of the financial impact of cross-functional decisions.
- Strong knowledge of key performance indicators such as annual recurring revenue (ARR), net expansion revenue (NER), customer churn, customer acquisition cost (CAC), customer lifetime value, quota attainment, and sales pipeline coverage.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; Chartered Professional Accountant (CPA) or Chartered Financial Analyst (CFA) designation is considered an asset.
- Experience in the technology industry, ideally within a Software-as-a-Service (SaaS) or Platform-as-a-Service (PaaS) environment.
- Experience with Adaptive Planning or a comparable planning and budgeting platform.
- Ability to thrive in a fast-paced, constantly evolving environment where priorities shift quickly.
Do you think you can bring this role to life? Send us your application, we want to hear from you!
Join the Coveolife!
We encourage all qualified candidates to apply regardless of, for example, age, gender, disability, gaps in CV, national or ethnic background.
This job description was written by humans, assisted by AI. We may leverage technology in our hiring process to help us see the person behind the resume.
Coveo is committed to providing accessible employment practices. If you require accommodation due to a disability at any point during the recruitment process, please contact [email protected] to discuss your needs.
Similar Jobs
Software
Partners with R&D and G&A leaders on budgets, forecasts, headcount plans, workforce planning, and resource allocation. Analyzes financial and operational data, challenges assumptions, advises on investments and efficiency, and presents recommendations to senior stakeholders. Collaborates with HR, Corporate FP&A, and Business Intelligence teams during budgeting and forecasting cycles while improving reporting and visualization tools.
Top Skills:
Adaptive PlanningGoogle SheetsExcelPower BISigmaSnowflake
Artificial Intelligence • Productivity • Software • Automation
Own marketing FP&A, including headcount planning, budgeting, actuals tracking, channel allocation, ROI reporting, purchase orders, and vendor commitments. Partner with marketing, sales, RevOps, data, and corporate finance to connect marketing spend with pipeline and revenue outcomes. Lead pipeline forecasting, reporting definitions, risk identification, and AI-enabled automation of finance processes and forecasting cycles.
Top Skills:
Ai ToolsDatabricksGoogle SheetsHubspotNetSuiteSnowflakeZip
Cloud • Information Technology • Productivity • Software • Automation
Grow revenue within existing emerging-growth customer accounts by identifying expansion opportunities, increasing platform adoption, and driving upsell and cross-sell. Advise C-level stakeholders, develop account plans, design implementation strategies, identify customer needs, coordinate cross-functional resources, forecast sales, and manage pipeline, bookings, and account metrics. The role is hybrid in Vancouver with in-office days Tuesday through Thursday.
Top Skills:
Boomi Enterprise Platform
What you need to know about the Toronto Tech Scene
Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.
