Sr. Financial Analyst

At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that's founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.

With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada's Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work. 

At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.

Join us in redefining healthcare — so it doesn't just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.

**Travel to Office expectations**

For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.

For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.

Position Summary:

The Senior Financial Analyst, FP&A, plays a critical role in driving financial insight, operational rigor, and strategic decision-making across the business. This role supports company-wide planning, forecasting, and performance reporting with a strong focus on SaaS metrics, revenue modeling, and data-driven analysis. The ideal candidate is highly analytical, detail-oriented, and comfortable working cross-functionally in a dynamic, fast-paced environment.

The ideal candidate has some experience leading FP&A processes in a SaaS environment —including budgeting, forecasting, and scenario modeling—and brings strong analytical, systems, and business acumen. They work closely with FP&A Manager in identifying the drivers of financial and operational performance and in partnering with leaders across Sales & Marketing, G&A, Product, and Engineering to inform decisions and improve outcomes.

Key Responsibilities:

• Financial Planning & Budgeting
• Lead components of the monthly, quarterly, and annual planning cycles, including revenue, expense, headcount, and cash forecasting.
• Build and maintain dynamic financial models that support scenario analysis, forecasting accuracy, and executive-level decision support.
• Analyze performance against plan and provide data-driven insights on variances, trends, and risks/opportunities.
• Forecasting & KPI Reporting
• Support detailed revenue modeling, including ARR/MRR, churn, retention, pipeline conversion, and pricing mechanics.
• Partner with Sales Operations to analyze bookings, pipeline trends, and customer cohort behaviors.
• Maintain SaaS unit economics (CAC, LTV, payback, gross margin, contribution margin) and identify drivers of improvement.
• Business Partnership
• Act as a strategic partner to leaders across Sales, Marketing, Product, Engineering, Customer Success, and G&A.
• Provide decision support through investment analysis, ROI modeling, business cases, and KPI dashboards.
• Develop strong relationships with cross-functional teams and help translate business dynamics into financial outcomes.
• Reporting & Systems
• Implement best practices to improve FP&A processes, tools, and data integrity.
• Partner with Accounting and other teams to streamline month-end close and reporting workflows.
• Leverage financial systems to enhance forecasting accuracy and efficiency.
• Produce monthly executive reporting packages and performance dashboards aligned with key SaaS metrics.
• Support enhancements to FP&A systems, tools, and data sources (e.g., Adaptive, Anaplan, Looker, NetSuite, Salesforce).
• Ensure data consistency, accuracy, and integrity across reporting and forecasting processes.

Required Skills & Experience:

• Prior technology / SaaS industry background and full P&L exposure
• Healthcare experience is a plus
• Bachelor's degree in Business, Finance, Accounting, or related
• MBA or a financial designation is a plus
• 3 to 5 years of experience in Finance or Accounting
• A growth mindset, a builder's mentality, and a proven track record for execution
• A willingness to understand and work a process from end to end
• Proven success leading diverse teams through multiple Change Management initiatives,
• Advanced understanding of different financial and management reporting principles and frameworks, and deep knowledge of financial accounting practices pertaining to data flows for FP&A system outputs
• Ability to thrive and navigate effectively through change and ambiguity in a fast-moving, complex business environment.
• Advanced MS Excel skills, with experience working with PivotTables and Power BI
• Highly outcome-focused, with the proven ability to work with challenging deadlines and deliver on commitments.
• Experience with various tools manipulating and modelling large quantities of data to derive actionable insights actionable business insights.

$81,000 - $90,000 a year At PointClickCare, base salary is one of the many components that make up our total rewards package. The Canada base salary range for this position is $81,000 - $90,000 + bonus + benefits, non-overtime eligible. Our salary ranges are determined by job and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all Canada locations. Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location. Your recruiter can share more information about our total rewards package during the hiring process.
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PointClickCare Benefits & Perks:

Benefits starting from Day 1

Retirement Plan Matching

Flexible Paid Time Off

Wellness Support Programs and Resources

Parental & Caregiver Leaves

Fertility & Adoption Support

Continuous Development Support Program

Employee Assistance Program

Allyship and Inclusion Communities

Employee Recognition … and more

It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, PointClickCare uses AI tools to assist with candidate screening and assessment.

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