Director, Financial Planning & Analysis

We are a growth SaaS software company serving enterprise and mid-market customers through a recurring revenue SaaS model. With approximately $50M ARR we are entering a critical phase of scale where financial rigour operational insights and strategic decision support are increasingly important to driving growth and profitability.

We are seeking a highly analytical and business-oriented Director Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization.

The Director FP&A will lead the companys financial planning forecasting management reporting and strategic finance functions. This role requires a highly analytical finance leader with strong SaaS operating model expertise executive communication capabilities and experience building scalable planning processes in a high-growth environment.

The Director will oversee core FP&A operations manage and mentor team members and partner cross-functionally with leaders across Sales Marketing Customer Success Product Engineering and Operations.

This is a highly visible role with regular interaction with executive leadership Board members and investors.

Note: This is an existing vacancy on the team

• Financial Planning & Forecasting

  • Lead the companys annual budgeting process quarterly reforecasting and long-range financial planning

  • Own consolidated SaaS operating model including ARR revenue bookings churn CAC gross margin and operating expense forecasting

  • Develop driver-based financial models to support growth planning and investment decisions

  • Monitor actuals vs. forecast and provide variance analysis with actionable recommendations

• Executive & Board Reporting

  • Own monthly quarterly and annual reporting packages for executive leadership and Board of Directors

  • Deliver insights into company performance key SaaS metrics cash flow and operational efficiency

  • Translate complex financial and operational data into actionable recommendations for senior stakeholders

  • Support investor relations fundraising activities lender reporting and due diligence processes as needed

• Strategic Finance & Business Partnership

  • Serve as a strategic finance partner to GTM Product Engineering and Customer Success leadership teams

  • Drive accountability around departmental budgets hiring plans and operational KPIs

  • Conduct scenario analysis and sensitivity modelling to support strategic decision-making

  • Identify opportunities to improve efficiency margin performance and resource allocation

  • Partner with budget owners to evaluate hiring plans resource allocation pricing and operational initiatives

  • Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance

• Team Leadership & Reporting Responsibilities

  • Manage and mentor StratFin Manager team members

  • Review and consolidate departmental submissions and reporting deliverables

  • Establish reporting standards planning processes and financial controls across FP&A activities inclusive of updating the Playbook

  • Help build a high-performing scalable finance function aligned to company growth objectives

• Process Improvement & Systems

  • Improve financial planning processes reporting automation and data quality

  • Partner with the Business Operations Data and Finance teams to streamline reporting infrastructure

  • Support implementation and optimization of FP&A and BI tools

  • Maintain financial models and ensure consistency across reporting outputs

• 58 years of experience in FP&A strategic finance investment banking consulting or related finance roles

• Experience in high-growth SaaS or software businesses

• Strong understanding of SaaS metrics including ARR NRR CAC LTV churn and revenue forecasting

• Advanced financial modelling and Excel / Google Sheets skills

• Experience preparing executive and board-level reporting materials

• Strong analytical communication and presentation skills

• Proven ability to influence cross-functional stakeholders

• Experience managing or mentoring junior team members

• Bachelors degree in Finance Accounting Economics or a related field

• Bonus if you have:

  • Experience managing or mentoring junior team members

  • Familiarity with FP&A platforms (Adaptive Anaplan Mosaic Pigment etc.)

  • Experience with BI tools such as Tableau

  • CPA CFA or MBA is considered an asset

  • Experience in venture-backed or PE-backed software companies

Where Youll Work

• Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQd in Canada with established hub regions around the world where we hire from.

• Our employees (or Loopers as we call ourselves!) live and work in Canada (British Columbia and Ontario) London and India (specifically in Gujarat Maharashtra and Bengaluru).

• The majority of our team is based in ON and BC which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC).For this role we are specifically looking for someone who resides in our ON Hub.

• We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you!

• Youll collaborate with your teams virtually across the UK India and North America (were just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work during the workday

• We encourage asynchronous collaboration to effectively work as a global #OneTeam!

Why Youll Working at Loopio

• Your manager supports your development by providing ongoing feedback and regular 1-on-1s we leverage Lattice for our 1:1s and performance conversations

• You will have the opportunity to elevate your craft and the opportunity to explore your creativity with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact.

• We offer a wide range of health and wellness benefits to support your physical and mental well-being starting day 1 with Loopio.

• Well set you up to work remotely with a MacBook laptop a monthly phone and internet subsidy and a work-from-home budget to help get your home office all set up.

• Youll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment.

• Participate in townhalls AMA (Ask-Me-Anything) and quarterly celebrations to celebrate the big wins and milestones as #oneteam!

• Our four active Employee Resource Groups offer opportunities for employees to learn and connect year-round.

• Youll be a part of an award-winning workplace with an opportunity to make a big impact on the business.

Questioning your qualifications Read this Hi there we recognize that all too often potential candidates dont apply for a position simply because they dont hit every single criteria included in the job descriptionparticularly members of underrepresented groups.

Whether or not your experience checks off all the boxes on a job posting we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage so weve created prompts in the application for you to share more about yourself. If youve made a career transition (or a few!) youre self taught in a new role or you have skills/experience youd like to highlight we want to hear more about what you could bring to the table.

AI in Recruitment At Loopio we leverage artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening drafting preliminary job descriptions generating initial interview questions transcription and occasionally sourcing prospective candidates. However AI is never used to make final hiring decisions; our use of AI serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We are committed to the responsible use of AI in our hiring practices prioritizing both an improved candidate experience and operational efficiency. Our standardized hiring practices remain focused on reducing biases with all key hiring decisions solely made by our team. We continuously review and refine our hiring practices to align with industry best practices and evolving legal guidelines

AI Usage in Interviews The Loopio interview process is designed to help us better understand your professional experiences as well as your unique perspective and approach to delivery and collaboration. To ensure a fair and accurate assessment we expect candidates to refrain from using AI-generated content to produce responses to our interview questions during the live interview as our goal is to evaluate your own knowledge and problem-solving abilities - not those of an AI assistant. If AI-generated responses are identified during the interview Loopio reserves the right to disqualify candidates from the interview process.

For specific roles that include a take-home assignment our AI Interviewee Policy allows the use of AI for initial support; however the final submission must be a true reflection of your personal insights skills and decision-making.

Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team () should you require accommodations at any point during our virtual interview processes.

Required Experience:

Director