Manager, Financial Planning

4 weeks ago


Waterloo ON, Canada Knewin Full time

RideCo is a venture backed high-tech firm that has achieved product-market fit and is in the scale-up growth phase. You will be responsible for overseeing the finance, legal, KPI management, investor reporting, and human resources functions of the company. Financial Strategy and Strategic Planning:


Monitor financial performance and recommend improvements to optimize profitability.
Lead financial planning, forecasting, budgeting, and analysis processes to drive informed decision-making.
Provide strategic guidance on investment opportunities and cost optimization initiatives.

~ Lead capital raising initiatives, including debt and equity financing, to support company growth and expansion.
Analyze and enhance the commercial financial model involving customer acquisition cost, recurring revenue, margins, customer lifetime value, win rates, expansion, and retention.
Drive pricing strategies and tactics based on a thorough understanding of the commercial model and strategic goals.
Monitor, analyze and report on the customer acquisition lifecycle and sales pipeline.

~ Legal and Compliance:


Oversee legal affairs and provide strategic guidance on legal matters, contracts, and agreements, ensuring compliance with applicable laws and regulations.
Negotiate and review contracts, licensing agreements, and other legal documents, collaborating with external legal counsel as needed.
Direct financial operations, including accounting, reporting, tax compliance and regulatory requirements.
Implement robust internal controls and risk management practices to safeguard company assets and promote financial integrity.
Ensure adherence to relevant financial regulations and corporate governance principles.

~ Lead and mentor the finance, human resources, and revenue operations teams, fostering a culture of accountability, collaboration, and continuous improvement.
Undergraduate or graduate degree in Finance, Accounting, Business Administration, or related field.
Designated CPA with proven experience (10+ years) in an executive financial leadership role, preferably as a CFO, with a track record of driving financial performance and growth in a SaaS or technology-driven company.
Demonstrated success in leading capital raising initiatives, including equity financing, debt financing, and M&A transactions. Strong understanding of financial planning and analysis, capital raising, investor relations, and corporate finance.
Strong understanding of technology business models and recurring revenue streams.
Solid understanding of legal and regulatory requirements relevant to the software industry, including contract management and compliance.
Excellent leadership and communication skills, with the ability to effectively engage with senior executives, board members, investors, and external stakeholders.
Proven track record of building and developing high-performing teams, fostering a culture of innovation, collaboration, and continuous improvement.
Comprehensive benefits package, including health, dental, and vision coverage.
Public transit agencies and fleet operators use RideCo's cloud-based software platform to provide on-demand shared rides in dynamically routed buses and vans. RideCo is growing rapidly, and it is the most adopted on-demand paratransit and microtransit software among the 10 largest cities in the United States. RideCo’s software powers a diverse range of use cases, including paratransit, residential/ suburban travel; first-mile-last-mile connections for transit hubs; and corporate employee transportation. In accordance with the Accessibility for Ontarians with Disabilities Act, accommodations are available upon request for candidates taking part in all aspects of the selection process.



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