Strategic Finance Analyst II, Revenue, SMB
Affirm
SQL
Senior Financial Analyst
Coconut Software
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
Senior
Tech Stack
ERP
About the role
- Support the preparation and review of monthly financial statements in accordance with ASPE.
- Perform reconciliations, journal entries, and ensure accurate SaaS revenue recognition under ASPE.
- Assist with annual audit, tax filings, and external reporting requirements.
- Maintain accuracy of general ledger accounts and uphold internal controls.
- Support monthly close and reporting cycles, ensuring accuracy and timeliness.
- Develop and manage KPI dashboards, and reporting to provide clear financial insights.
- Partner with department leaders to coordinate and consolidate inputs for the annual budget.
- Conduct variance analysis and identify key financial trends to support decision-making.
- Build and refine financial models to guide business decisions.
- Optimize and implement accounting & FP&A systems to enhance automation and efficiency.
- Collaborate cross-functionally with Marketing, Sales, and Product to align financial plans with business priorities.
- Lead or contribute to process improvements that streamline reporting and analysis.
- Provide ad-hoc financial insights and support special projects as needed.
Requirements
- CPA designation (required).
- 3-5+ years of progressive experience in financial analysis, FP&A, or corporate accounting.
- Experience at a Big Four accounting firm or in public accounting is considered a strong foundation for success in this role.
- Strong understanding of ASPE accounting standards and operational finance.
- Experience in SaaS or software/technology environments is considered an asset.
- Advanced Excel and financial modeling skills; experience with ERP and FP&A tools preferred.
- Prior experience in FP&A and annual budgeting is an asset.
- Exceptional analytical ability, attention to detail, and sound professional judgment.
- Clear and confident communication skills with the ability to partner effectively across teams.
- A proactive approach, juggling competing priorities with focus and flexibility.
- You’ve got serious finance chops and an easygoing spirit; you know your debits from your credits and your coconuts from your palms
Benefits
- Find your flow with Cabana Days. We offer flex-time and flex-days so you can recharge and be your best self. We empower our team to prioritize their well-being, knowing that a well-rested team is a productive one. While we offer this flexibility, our commitment to service excellence is unwavering. We ask that you remain available and responsive on flex-days, as needed, to ensure our customers' needs are always met promptly.
- Ability to do your job in a supported, but still flexible environment
- Supported professional development, learning & career opportunities - be supported in your growth journey!
- Regular 1:1 coaching with your leader and regular connection to a passionate executive team
- Work in a team big enough for growth but lean enough to make a real impact
- Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
- Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
- Virtual mental health and EAP platform
- WealthSimple GRSP & Matching
- Annual Wellness Benefit ($1000 per year)
- Opportunity to work remote - anywhere in Canada!
- Employee Options - everyone shares in our success!
- Internet Subsidy on each paycheck
- Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
- A People First Company - 4.4 rating on Glassdoor
- Recently named "Most Admired Corporate Cultures" and ranked #6 in "Best Workplaces in Canada" in company size category
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisFP&Acorporate accountingSaaS revenue recognitionjournal entriesvariance analysisfinancial modelingKPI dashboardsinternal controlsmonthly close
Soft skills
analytical abilityattention to detailprofessional judgmentcommunication skillscollaborationproactive approachflexibilityfocusprocess improvementdecision-making
Certifications
CPA designation
