Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Senior FP&A Analyst translating transaction-based payment metrics into strategic recommendations. Partnering with Paddle leaders to improve profitable growth, forecasting, and investment efficiency.
Responsibilities
- Build financial partnerships with stakeholders across the business, including GTM and Operations
- Advise senior leaders on resource allocation, commercial strategy, and investment optimization for Marketing and Product decisions
- Analyze GMV, take rate, CAC, LTV, NRR, and churn to produce actionable recommendations
- Identify and communicate important business risks and opportunities
- Support business cases for pricing strategy, market or product expansion, and new launches
- Support board-level reporting and strategic narratives with the Director of FP&A and VP of Finance
- Evolve planning models connecting financial targets with operational execution
- Build and deliver management reports and decision-oriented dashboards
- Develop expertise in transaction-based revenue across customer segments, geographies, and products
- Identify opportunities to optimize unit economics and capital efficiency
- Contribute to KPI framework development and commercial fluency
- Represent FP&A in cross-functional projects and champion data-driven decision-making
Requirements
- Commercially astute and strategically minded, able to connect financial data to business outcomes
- Established stakeholder management and ability to translate complex financial concepts into clear narratives for non-finance audiences
- Proficient in financial modeling, forecasting, and scenario planning
- Ideally experienced in SaaS, payments, or transaction-based business models
- Comfortable with complexity and ambiguity in fast-paced scale-up environments
- Experience with evolving tooling; Paddle is re-implementing Pigment
- Detail-oriented with strong executive presence
- Ability to present confidently to C-level stakeholders
- Enjoys mentoring others and building team capability
Benefits
- Remote work, work from one of the company's hubs, or a combination
- Unlimited holidays
- 4 months paid family leave regardless of gender
- Annual learning fund
- Regular internal and external training
- Personal development through exposure to new challenges
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