Manager, Operations and Analytics
3 days ago
**Company**
Mako is a leading fintech firm, building software to bring top asset managers and their clients into the cloud. Our SaaS platform allows firms to onboard new clients, interact with their existing clients and simplify costly back-office procedures with smart automation and great user experience.
This is a pivotal time for a transition to cloud services, which has fueled rapid growth in our customer base, as firms seek a product of our quality in order to put their best foot forward to remote clients.
As we expand our rollout to firms across Canada and the US, we’re seeking an expert manager to assist our CFO with business intelligence, analytics and controls.
**Your Mission**:
- Support the CFO and CEO in analyzing and testing business model assumptions to support the Corporate Financial Model
- Work in partnership with Mako’s revenue divisions to provide insightful analytics, reporting and process compliance
- Maintain Mako’s Client Contract Lifecycle Management processes for accurate documentation, invoicing and working with our contracted accounting back office and/or account managers on accounts receivable escalations
- Work with the CFO to maintain and grow Mako’s centralized data lake and reporting function for all Mako KPIs and assist the Mako Executive with reporting other KPIs as needed
- Manage Mako’s SOC2 Audit and Internal Audit functions
- Other responsibilities on an as needed basis
**Background**
- 2-5 years of financial analysis experience or similar
- Advanced user of spreadsheet formulas and functions
- Proficient in financial modeling techniques
- BA, BS, or B.Com degree in Accounting/Finance/Economics is required
- CPA or CFA designation in good standing is a strong asset
- Proficiency in Power BI is a strong asset
- Strong analytical and data gathering skills
- Self-starter with excellent interpersonal communication and problem-solving skills
**Why work for us**:
- Equity in a fast-growing start-up
- Gold-plated benefits
- An internal “unlimited vacation policy”
- High-end Mac or PC laptop
- $1000 budget to outfit your home office
- You get to join a fast-growing fintech start-up and participate in its long-term success
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