Consultant en planification financière chez Sun Life, assureur aidant ses clients à atteindre leur sécurité financière. Formant les conseillers et développant des stratégies de retraite, fiscalité, risques et succession.
About the role
- Senior Financial Analyst owning budgeting, forecasting, reporting, and SaaS performance analysis for VelocityEHS. Supporting executive, Board, investor, and strategic decision-making.
Responsibilities
- Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs
- Serve as a trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs
- Lead recurring monthly and quarterly reporting, including close review, BvA, and Board-level reporting
- Prepare accurate, management-ready materials for ELT, Board, and investor/lender reporting
- Maintain EPM models, reporting structures, and data integrity
- Identify and implement process improvements that increase accuracy and efficiency
- Analyze revenue and SaaS performance across sales teams, customer segments, and products, including ARR, retention, CAC payback, pipeline, and other operating metrics
- Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support
- Develop cross-functional relationships and communicate conclusions, risks, and recommendations to financial and non-financial audiences
- Take high-level requests from initial question through substantially complete, review-ready output with limited direction
Requirements
- Bachelor's degree in Accounting, Finance, or equivalent
- Minimum 3 years accounting and/or financial analysis experience
- Strong work ethic, high attention to detail, self-motivated, team player
- Proficient in Microsoft Excel & PowerPoint
- Fundamental understanding of 3 statement financial model
- Preferred: 4+ years in public accounting (Audit/Transaction Services) or FP&A role, ideally within a B2B SaaS company
- Experience with EPM systems (Workday Adaptive Planning, Pigment, Abacum, Anaplan, etc.)
- Understanding of SaaS financial metrics such as CAC, retention, MRR, pipeline, etc.
- Understanding of GAAP revenue recognition principles for SaaS companies
- Experience with Workday Adaptive Planning is a huge plus
- Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency desirable
- Prior experience with PE backed companies desirable
Benefits
- Comprehensive benefits package
- Competitive, fair, and equitable compensation practices
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