Senior Financial Strategist

6 days ago

Fredericton, New Brunswick, Canada Cpanewbrunswick Full time
Job Description

Cpanewbrunswick is a high-growth startup based in Fredericton, NB. We have created a financial intelligence platform that enables small-to-mid-size businesses to easily create financial projections, scenario analysis, metric benchmarking, and forecast-to-actual analysis. Our platform integrates with major accounting software such as QuickBooks and Xero, As we continue to rapidly expand our customer base, we are seeking a Senior Manager of Finance to play a strategic role in supporting the company and its clients.

Position Overview

Reporting to the Chief Financial Officer, the Senior Manager of Finance will be responsible for developing financial models and projections and working closely with our customers. This role involves devising strategies to drive customer satisfaction, retention, and growth. The successful candidate will also influence our product roadmap by advising the development team on key feature needs based on customer feedback and their own testing of software. Additionally, the Senior Manager of Finance will lead one-time financial projects, including benchmarking, custom model builds, and other financial analyses.

Key Responsibilities
  • Develop and maintain comprehensive financial models for customers that consider their key operating assumptions and goals;
  • Provide expert guidance to clients in becoming proficient with our financial intelligence software;
  • Build and maintain strong relationships with key customers, acting as a trusted advisor and advocate for their needs;
  • Develop and execute strategies to drive customer satisfaction, retention, and growth;
  • Provide critical input to improve our financial intelligence platform through both customer feedback and personal testing;
  • Perform additional financial-related tasks as required in our rapidly growing startup environment.
Requirements and Qualifications
  • 5+ years of experience in financial analysis or related roles;
  • Proven experience with financial projections and models;
  • Strong communication skills with a client-centric approach;
  • Exceptional analytical skills.
What We Offer
  • A dynamic and supportive work environment in a fast-growing startup

Additionally, employees are encouraged to participate in mutually beneficial professional development activities (designations, conferences, workshops, courses, etc.) with expenses related to the same covered by Cpanewbrunswick.

Cpanewbrunswick is committed to creating a diverse and inclusive workplace where everyone is valued and respected. We are an equal opportunity employer and welcome applicants of all backgrounds, experiences, and identities.

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