Director of Finance, Corporate Financial Planning

4 months ago


Waterloo, Canada RideCo Full time
Waterloo, Ontario, Canada

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. strong>

  1. Financial Strategy and Strategic Planning:
    • Develop and implement financial strategies aligned with the company's long-term objectives.
    • 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.
  2. Capital Raising Strategy:
    • Lead capital raising initiatives, including debt and equity financing, to support company growth and expansion.
  3. Revenue Operations:
    • 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.
  4. 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.
  5. Financial Operations:
    • 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.
  6. Team Leadership and Development:
    • Lead and mentor the finance, human resources, and revenue operations teams, fostering a culture of accountability, collaboration, and continuous improvement.

Qualifications:

  • 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. li>
  • 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.
  • Must be able to work in-office a minimum of three times per week.
  • Comprehensive benefits package, including health, dental, and vision coverage.


  • Waterloo, Canada RideCo Inc. Full time

    div>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. strong>Financial Strategy and Strategic Planning:Develop and implement financial strategies aligned...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Senior Director, Financial Planning & Analysis - SLC ManagementLocation: Waterloo, Ontario or Toronto, OntarioWe are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's...


  • Waterloo, Canada Sun Life Financial Full time

    h3>Senior Director, Financial Planning & Analysis - SLC ManagementApply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR00105134SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. Our history of organic...


  • Waterloo, Canada Karis Disability Services Full time

    Use your gifts in Financial Reporting, Accounting, and Corporate Controlling to impact the lives of others! **Full-Time, Permanent** **Director of Financial Reporting and Control** **Waterloo, Ontario** ***The Director of Financial Reporting and Control at Karis is a key role responsible for providing leadership in Finance, Accounting, Performance...


  • Waterloo, Canada Equitable Life of Canada Full time

    Senior Accounting Analyst, Corporate Finance Waterloo, ON, Canada Req #2314 Monday, June 10, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to...

  • Finance Director

    2 weeks ago


    Waterloo, Ontario, Canada Family and Children's Services of the Waterloo Full time

    Company OverviewFamily and Children's Services of the Waterloo Region is a leading community organization dedicated to protecting and caring for children who have been abused or neglected, or who are at risk of being abused or neglected.Salary and BenefitsWe offer a competitive salary range of $105,769.36 - $133,354.58 per annum (Management & Excluded, Grade...


  • Waterloo, Canada University of Waterloo Full time

    Overview: The Director, Unit Budgets and Integrated Planning reports to the Associate Provost, Integrated Planning and Budgeting and leads a team of Analysts responsible for providing support to Faculties and Academic Support Units (ASUs) across the University, assisting with unit operating budget development, organization, monitoring and supports. The...


  • Waterloo, Canada Perimeter Institute Full time

    Perimeter Institute for Theoretical Physics is an independent, resident-based research institute devoted to foundational issues in theoretical physics at the highest levels of international excellence. With a mission to advance our understanding of the universe at the most fundamental level, stimulating the breakthroughs that could transform our future....


  • Waterloo, Canada Avidbots Full time

    Avidbots is a pioneering leader in the field of robotics, dedicated to developing cutting-edge autonomous cleaning solutions for commercial and industrial environments. Our mission is to revolutionize the way cleaning and maintenance tasks are performed by introducing innovative, efficient, and sustainable robotic technologies. Avidbots is committed to...


  • Waterloo, Canada Avidbots Full time

    Avidbots is a pioneering leader in the field of robotics, dedicated to developing cutting-edge autonomous cleaning solutions for commercial and industrial environments. Our mission is to revolutionize the way cleaning and maintenance tasks are performed by introducing innovative, efficient, and sustainable robotic technologies. Avidbots is committed to...


  • Waterloo, Ontario, Canada RideCo Full time

    Job SummaryWe are seeking a seasoned Senior Corporate Financial Strategist to oversee the financial operations of our company. As a key member of our executive team, you will be responsible for developing and implementing financial strategies aligned with our long-term objectives.About RideCoRideCo is a venture-backed high-tech firm that has achieved...


  • Waterloo, ON, Canada Grand River Personnel Limited Full time

    Our client in Waterloo Region is looking for a Director of Finance to provide leadership the team in Financial Reporting and Accounting Control! In addition to leading the finance and accounting team of this faith-based organization, the Director will work together with the Leadership team to develop strategic plans and new organizational initiatives! The...


  • Waterloo, ON, Canada Grand River Personnel Limited Full time

    Our client in Waterloo Region is looking for a Director of Finance to provide leadership the team in Financial Reporting and Accounting Control! In addition to leading the finance and accounting team of this faith-based organization, the Director will work together with the Leadership team to develop strategic plans and new organizational initiatives! The...


  • Waterloo, ON, Canada Grand River Personnel Limited Full time

    Our client in Waterloo Region is looking for a Director of Finance to provide leadership the team in Financial Reporting and Accounting Control! In addition to leading the finance and accounting team of this faith-based organization, the Director will work together with the Leadership team to develop strategic plans and new organizational initiatives! The...

  • Finance Officer

    5 hours ago


    Waterloo, Canada University of Waterloo Full time

    Overview: PRIMARY PURPOSE: The Finance Officer is accountable to the Associate Vice-President, Advancement Services for financial and management reporting of philanthropic & campaign gifts, and has a dotted line accountability to the Vice-President Advancement for the consolidation, reporting and oversight of departmental operating and campaign budgets...


  • Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7058 Category : Finance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong roots that date back...


  • Waterloo, Canada Keolis Full time

    Keolis provides mobility to over billion passengers a year in 15 countries, operating every mode from commuter trains and automated metros to shared bicycles. The almost 1,000 employees of Keolis Canada operate light rail vehicles, urban buses, intercity coaches and airport shuttles. For over 12 million passengers a year, they make reaching their...


  • Regional Municipality of Waterloo, Canada Grand River Personnel Limited Full time

    Our client in Waterloo Region is looking for a Director of Finance to provide leadership the team in Financial Reporting and Accounting Control!In addition to leading the finance and accounting team of this faith-based organization, the Director will work together with the Leadership team to develop strategic plans and new organizational initiatives! The...


  • Regional Municipality of Waterloo, Canada Grand River Personnel Limited Full time

    Our client in Waterloo Region is looking for a Director of Finance to provide leadership the team in Financial Reporting and Accounting Control!In addition to leading the finance and accounting team of this faith-based organization, the Director will work together with the Leadership team to develop strategic plans and new organizational initiatives! The...


  • Waterloo, Canada Equitable Life of Canada Full time

    it's about being part of a workplace that helps you grow and reach your full potential. p>Position Title: Director, Individual UL and Non Par ValuationReports To: Financial Reporting and Capital Management Vice PresidentDepartment: FinanceTerm: Permanent Full-TimeWork Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum...