Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Director of Finance leading FP&A, forecasting and cash management at RouteThis, which builds AI-powered connectivity support for ISPs and smart-home companies. Partnering with executives and the board through its SaaS-to-AI transition.
Responsibilities
- Lead RouteThis's finance function through its transition from a SaaS business to an AI-native business
- Build and maintain the live weekly forecast across ARR by product line, expenses and cash
- Lead the annual budgeting process
- Act as a thought partner to the COO and CEO in strategy and business planning
- Own the monthly and quarterly close, including the SaaS versus AI revenue and P&L split
- Prepare board and investor materials in partnership with the COO
- Manage runway, covenants, accounts receivable, accounts payable, collections and foreign exchange exposure
- Lead the Financial Controller day to day
- Design internal finance rhythms for collections, spending approvals and forecasting cadence
- Support audit readiness, insurance review and internal controls
- Partner with Sales, Customer Success and Professional Services on unit economics and pricing model support
- Use AI and modern finance tools to improve team efficiency and finance operations
Requirements
- CPA, CA or CMA designation
- Seven or more years of progressive finance experience, with meaningful time in FP&A rather than primarily a controllership or close-focused track
- Experience in a SaaS or subscription business
- Exposure to more than one revenue model, or to usage-based revenue recognition, is a strong asset
- Experience preparing board and investor materials and cash forecasts in close partnership with a CEO, COO or CFO
- Fluency building live, rolling financial models
- Comfort operating without a CFO in place and taking ownership of a newly built model and process
- Hands-on, practical approach, with comfort in detail and leadership conversations
- Comfort with AI tools and an interest in using them more
- Clear, confident communication with the CEO, COO and board
- Legally authorized to work in Canada
- Comfortable commuting to the Kitchener office on a hybrid basis (Tuesday, Wednesday, Thursday)
Benefits
- Competitive benefits through Manulife: Medical, Dental, Vision, Life Insurance
- Employee Assistance Program
- Stock Options
- 3 weeks vacation
- Additional 10 days around statutory holidays
- Every long weekend, the Friday is off too
- Company closure for a week between Christmas and New Year
- Onsite gym at the downtown Kitchener office
- Weekly team lunches
- Social activities for remote team members
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