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Lead Financial Strategist

3 months ago

Victoria, British Columbia, Canada Pani Full time
About Pani

Pani Energy comprises a dedicated team of passionate individuals committed to environmental sustainability. We have developed an innovative web-based platform that empowers operators of water treatment facilities to enhance their operational efficiency, thereby conserving energy, resources, and protecting the environment. We are eager to address complex challenges that contribute to societal betterment. Our work environment promotes creativity and teamwork.

Pani is recognized in the 2024 Global Cleantech 100 list of companies dedicated to combating the climate crisis, reflecting our efforts to facilitate the water sector's transition to net zero. We seek motivated and enthusiastic individuals who resonate with this mission.

Position Overview

As the Senior Accountant, you will play a pivotal role in our organization, reporting directly to the CEO. You will be responsible for shaping the financial strategy, overseeing company-wide forecasting and budgeting, and delivering critical insights that drive the company's success. You will spearhead the annual budgeting process, collaborating closely with department leaders to align financial objectives with the company's broader goals, while continuously refining forecasting models to respond to the evolving landscape of the tech startup environment. Additionally, you will be responsible for presenting detailed financial reports, ensuring adherence to accounting standards, and cultivating a culture of innovation and continuous improvement within the organization. This role is hybrid, requiring in-office presence several days a week.

About You

You are a proactive individual with a strong desire to optimize finance as a core function within the organization. You have a keen interest in emerging technologies and thrive on the challenge of engaging in innovative projects alongside a talented team that will both inspire and support you. You value continuous learning and embrace opportunities to enhance your skills. Ultimately, you aim to leverage your talents and energy to positively impact the world and contribute to the responsible management of global water, energy, and CO2 reduction.

Qualifications and Skills

  • Bachelor's degree in Finance, Accounting, or a related discipline; CA or CPA designation preferred.
  • Minimum of 5 years of experience in a senior accounting position with a focus on Financial Planning and Analysis (FP&A).
  • Prior experience in a SaaS company or early-stage startup is advantageous.
  • Proven track record in securing funding through successful investment rounds.
  • Strong analytical and problem-solving capabilities, with meticulous attention to detail.
  • Exceptional communication and presentation skills.
  • Demonstrated leadership experience with the ability to motivate and influence others.
  • Proficiency in financial modeling, forecasting, and budgeting tools.
Key Responsibilities

Financial Planning and Analysis:

  • Develop and maintain comprehensive financial models for budgeting, forecasting, and long-term strategic planning.
  • Analyze financial data, trends, and performance metrics to provide insights and recommendations to senior management.
Budgeting, Forecasting, and Cash Flow Management

  • Lead the annual budgeting process, collaborating with department heads to ensure alignment with overall business objectives.
  • Enhance forecasting models to improve accuracy and support strategic decision-making.
  • Oversee accounts receivable and accounts payable processes, ensuring timely and accurate financial transactions in compliance with financial policies.
  • Monitor and manage cash flow, implementing strategies to optimize liquidity and support operational requirements.
  • Direct payroll functions, ensuring accuracy and compliance with relevant regulations.
Strategic Financial Leadership

  • Work with executive leadership to develop and implement financial strategies that align with the company's growth objectives.
  • Provide recommendations for optimizing financial performance and enhancing operational efficiency.
  • Collaborate with teams involved in accounts receivable, accounts payable, and payroll to ensure seamless coordination and a unified financial approach.
  • Offer financial guidance to other departments, promoting a culture of financial accountability throughout the organization.
Process Optimization

  • Implement and refine efficient financial processes for accounts receivable, accounts payable, and payroll, driving improvements in accuracy and efficiency.
  • Identify opportunities for automation and technology integration to enhance overall financial operations.
Financial Reporting

  • Prepare comprehensive financial reports covering all aspects, from budgetary performance to account reconciliations.
  • Ensure compliance with accounting standards, regulatory requirements, and internal financial policies.
Preferred Qualifications

  • Experience leading the financial function of an organization.
  • Experience in a global SaaS startup environment.
Compensation and Benefits

Pani offers a competitive total rewards package, including comprehensive health and dental benefits, as well as paid time off. The annual base salary range for this role is competitive and will be determined based on various factors, including the individual's skills, experience, and internal equity.

Commitment to an Inclusive Work Environment

At Pani, our values guide our interactions, and we believe that authenticity in the workplace is as important as the work itself. We strive to create an inclusive and diverse community for all employees, regardless of gender, sexual orientation, physical ability, religion, ethnicity, race, age, or geographical location. We welcome you to be part of our community.

Our Pani Recruitment Team carefully reviews each application.