Roofr

Director, Financial Planning – Analysis

Roofr

full-time

Posted on:

Location Type: Remote

Location: Canada

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Job Level

Lead

About the role

  • Own the company’s:
  • Annual Operating Plan
  • Quarterly forecast process
  • Long-range planning model
  • Lead monthly business reviews and executive reporting, including:
  • KPI and operating dashboards
  • Budget vs. Actuals
  • A variance and root-cause analysis
  • Partner with functional leaders (Product, Sales, Marketing, Customer, G&A) to:
  • Build and maintain budget ownership
  • Translate strategy into operating plans
  • Support headcount and investment decisions
  • Build and maintain SaaS operating metrics, including (as applicable):
  • Revenue
  • Pipeline analytics
  • Churn and retention
  • CAC, LTV, and payback
  • Gross margin and cost drivers
  • Own headcount planning and personnel cost forecasting
  • Support Board and investor materials in partnership with the CFO
  • Improve financial systems, models, and planning tools
  • Establish and scale FP&A processes and standards as the company grows
  • Mentor and develop FP&A team member(s)

Requirements

  • 8+ years of experience in FP&A, corporate finance, or strategic finance
  • Prior experience in a SaaS or subscription-based business
  • Strong operating and KPI orientation (not just budgeting)
  • Proven ability to partner with senior business leaders
  • Advanced financial modeling and scenario analysis skills
  • Experience building and scaling planning processes in a growth environment
  • Excellent communication skills and executive presence
  • Comfortable working with ambiguity and evolving priorities.
Benefits
  • 1st week of employment is mandatory PTO! Start your journey with Roofr by decompressing and recharging - we will see you in week 2!
  • 1 Friday off per month (we call those our laundry days!)
  • Company wide paid shutdown for the week between Christmas and New Years
  • Flexible time off
  • 80% employer-paid benefits in the U.S. and 100% employer-paid premiums for Extended Healthcare and Dental in Canada
  • RRSP/401k match
  • Generous Parental Leave policy
  • We host an annual company retreat with great team building activities
  • Ample learning and development opportunities to continue growing your career
  • Home office setup stipend
  • Internet and phone allowance
  • Remote first culture
  • Weekly Friday paydays!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingscenario analysisvariance analysisbudgetingSaaS operating metricspipeline analyticschurn analysiscustomer acquisition cost (CAC)lifetime value (LTV)gross margin analysis
Soft Skills
communication skillsexecutive presenceleadershipmentoringcollaborationadaptabilitystrategic thinkingproblem-solvingorganizational skillspartnering with senior leaders