Rewind

Financial Planning and Analysis

• Own company-wide financial planning, forecasting, and performance tracking, including SaaS metrics and operating models
• Partner with leadership to guide investment decisions, pricing strategy, and growth planning
• Deliver clear, actionable financial insights to executives, board members, and investors
• Support strategic finance work including scenario planning and executive-level analysis.
• Oversee and continuously improve the month-end close process, ensuring accurate and timely reporting across P&L, balance sheet, and cash flow
• Maintain high-quality financial reporting and variance analysis to support decision-making
• Step into hands-on accounting work where needed, ensuring no gaps in execution as the team scales
• Own all core accounting operations, including AP/AR, payroll, treasury, and general ledger management
• Lead audits, tax filings, and compliance across jurisdictions, including SR&ED and international subsidiaries
• Manage equity administration (e.g., Carta), ensuring accurate cap table and regulatory compliance
• Strengthen internal controls and financial processes to safeguard company assets and support scale
• Oversee vendor relationships, banking, insurance programs, and external partners (auditors, consultants)
• Build and evolve systems, tooling, and workflows to improve accuracy, efficiency, and visibility
• Oversee the stock option/equity program and management of the cap table.
• Use Agentic AI to automate key processes such as: accounts receivable, month-end close, and financial package preparation
• Lead and mentor the finance and accounting team, setting a high bar for accountability and performance
• Foster a culture of ownership, continuous improvement, and cross-functional collaboration

VP, Finance – Accounting