Finance Strategy Lead

4 weeks ago

Toronto, Ontario, Canada PartnerStack Full time

About You and the Role

You are an inquisitive and resourceful individual with a positive demeanor, equipped with exceptional communication skills and extensive experience in SaaS financial modeling. Your attention to detail and enthusiasm for utilizing finance and data to navigate the challenges of a rapidly expanding startup set you apart. Through thorough analysis, you uncover critical business insights and performance metrics relevant to SaaS and marketplace dynamics. You excel at narrating a company's financial story, both in its current state and future projections, tailoring your message to resonate with diverse audiences, including employees, management, investors, and the Board of Directors. Your analytical mindset drives you to assist organizations in identifying opportunities and addressing challenges. You are prepared to advance your career by taking on a dual role as both a contributor and mentor within a growing finance team.

Key Responsibilities

PartnerStack is on the lookout for a Finance Strategy Lead with a background in SaaS to spearhead budgeting, forecasting, planning, and financial analysis within a thriving SaaS marketplace startup. You will be accountable for developing forward-looking financial models and effectively communicating business results through detailed analysis and reporting of monthly revenue, operating expenses, and key performance indicators (KPIs). This analytical professional will provide financial insights that drive operational efficiencies, ensuring that departmental leaders optimize their investments in growth and their contributions to top-line revenue. You will report directly to the CFO and collaborate cross-functionally with executive leaders across the organization.

The ideal Finance Strategy Lead will:

  • Generate business impact through data-driven financial analysis across a broad spectrum of SaaS and company performance metrics.
  • Oversee a monthly reporting process that delivers essential insights to the Executive team, Board, and investors regarding the company's financial performance, influencing critical business decisions.
  • Design and implement a process that facilitates dynamic modeling of subscription and variable transaction revenue streams, as well as departmental operating budgets that promote accountability and provide a reliable foundation for budgeting and cash forecasting.
  • Collaborate with the Data team to conceptualize, develop, and create ongoing business metrics, reports, data visualizations, and analytical solutions that grant stakeholders access to vital business insights.
  • Foster strong relationships across Accounting, Operations, Sales, Marketing, Customer Success, Product, Engineering, and Executive teams to gather valuable insights that will enhance our product and business objectives.
  • Drive operational excellence in the finance reporting process.
  • Supervise the data and insights prepared for the Finance section of the quarterly Board package.
  • Manage monthly and quarterly reporting for investors and lenders.
  • Conduct business analysis and requirements gathering to support various finance and business operations initiatives, ranging from marketplace expansion to international currency payment projects and venture capital fundraising rounds.

Qualifications

  • Minimum of 2 years of experience in SaaS financial analysis, ideally supporting sales, revenue, and departmental operating expenses in a SaaS environment.
  • Proven experience collaborating with business leaders to create budgets, projections, and forecasts from the ground up in a SaaS startup context.
  • Expertise in establishing and managing a process for delivering monthly financial analysis and insights to management, the Board, and investors.
  • Strong skills in manipulating large datasets for business modeling and ad-hoc analysis using Google Sheets and Excel.
  • Solid understanding of the B2B SaaS model and familiarity with B2B SaaS sales processes.
  • Adept at extracting narratives from numerical data to validate or challenge business strategies and tactics through financial analysis.
  • Proficiency in Pigment (FP&A application) is a significant advantage.
  • Experience in raising venture capital and/or venture debt is beneficial.
  • Background in marketplaces and/or payment platforms is highly desirable.
  • An MBA or Honors Bachelor of Commerce from a reputable university program.

Why PartnerStack?

PartnerStack is a rapidly growing startup transforming how SaaS companies approach market entry and revenue scaling through partnerships. We are committed to challenging conventional practices and innovating exceptional products while building a remarkable company culture.

We empower every team member to succeed, fostering an environment where they can feel invigorated by their work, strive for excellence, and have the opportunity to learn continuously. This means you can explore creative strategies, embrace the freedom to experiment, and cultivate a fulfilling career.

Additionally, PartnerStack has been recognized by Great Place to Work Canada as one of the top startups to work for, based on independent employee feedback analysis.

Benefits of Joining PartnerStack

  • A digital-first workplace, enabling you to perform at your best from anywhere in Canada.
  • A MacBook provided along with a budget for your choice of peripherals.
  • Flexible working hours in coordination with your team.
  • Budget for visits to our headquarters for remote employees.
  • Opportunity to work abroad for up to 8 weeks at a time.
  • Regular social events, even in a remote work setting.
  • Annual refresh of peripherals.
  • Competitive salary with opportunities for advancement.
  • Comprehensive health insurance, effective from your first day.
  • Health Savings Account and Wellness Accounts.
  • Generous vacation and time-off policy.
  • Employee Stock Option Plan (ESOP) for all employees.
  • RRSP with employer matching contributions.

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