Customer Success Manager guiding customers for optimal SaaS use at Spendesk. Building relationships to ensure retention and satisfaction while supporting product improvements.
About the role
- Analyst/Senior Analyst supporting financial reporting and analysis for Canada's fintech leader, Caseware. Collaborating across departments to improve financial processes and reporting.
Responsibilities
- Assist in the preparation and distribution of recurring financial reports (weekly, monthly, quarterly) for senior leadership and Private Equity investors.
- Perform variance analysis against budget, forecast, and prior periods.
- Support the preparation of executive-level dashboards and presentations.
- Support the consolidation of actuals and development of forecasts (short-term and long-range) in partnership with revenue operations and business unit leads.
- Ensure data accuracy and consistency across multiple inputs and sources.
- Assist in building and maintaining forecast models to support rolling forecasts and scenario planning.
- Collaborate with various teams including FP&A, Accounting and Revenue Operations to gather input, validate assumptions, and ensure consistency and alignment of financial data.
- Support ad-hoc analysis and financial modeling to inform strategic initiatives modeling and decision-making.
- Coordinate with the Business Intelligence team and other partners to automate and optimize reporting, improving efficiency and scalability.
- Ensure documentation and standardization of financial processes where applicable.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3 to 5 years of experience in FP&A, corporate finance, or related roles.
- Experience in a multi-entity or global organization, ideally a SaaS business.
- Strong analytical skills with attention to detail and accuracy.
- Expert-level Excel skills with experience analyzing large quantities of complex data.
- Experience with Netsuite and Salesforce a plus.
- Strong verbal and written communication skills.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Self-starter with a collaborative mindset and a commitment to problem solving and continuous improvement.
- Excellent stakeholder management skills – builds relationships among peers and others in the business
- Experience with data visualization tools (e.g., Power BI, Tableau).
- CPA or CFA certification (or working towards one) is a plus.
Benefits
- Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
- We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
- Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
- We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
- We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
- Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
- We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
Job title
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