Senior Financial Analyst, FP&A (AI First)

Senior Financial Analyst, FP&A (AI First)

Department: Operations

Location: Remote, Canada or US

Position Type: Full-Time, Permanent

Hours: Monday-Friday, 9AM-5PM (in your time zone)

About the Role

The company is looking for a Senior Financial Analyst, FP&A (AI First) to join our FP&A team. You'll run our budgeting and forecasting cycles, prepare monthly reporting, support the accounting team through month-end close, and partner with teams across the business to answer financial questions.

This is an AI-native role: the outputs are familiar (an annual budget, a rolling forecast, a monthly reporting package, board metrics), but you will spend a meaningful share of your time building the systems that produce them rather than producing them by hand. Every employee at the company has Claude, and our billing and accounting stack was rebuilt this year on Recurly and Rillet, so the data layer underneath you is new rather than inherited.

Concretely, when a recurring analysis takes four hours by hand, we expect your instinct to be to build the thing that does it in four minutes next month, and then to be the person who can tell whether its answer is right. The second half matters more than the first. Automation without judgment is worse than no automation, and this role owns both.

We're after someone dependable and detail-oriented who communicates clearly and whose first instinct on a repetitive task is to automate it. You don't need to have done every item on this list. If you're strong in most areas and willing to learn the rest, we'd like to hear from you.

What You’ll Be Doing

Build and operate AI-driven finance workflows

• Design, build and maintain the AI agents and automated workflows that carry the recurring FP&A load: variance analysis, first-pass commentary, cohort and retention analysis, board metric refreshes, and the routine data pulls underneath all of them.

• Use AI as a default part of your workflow, across analysis, modeling, reporting, and commentary, within our team practices and data-handling guidelines.

• Use Claude, which every employee here already has, to speed up analysis, automate recurring reporting, draft first-pass variance commentary, and pressure-test your own assumptions before numbers go out.

• Build the context these agents need in order to be reliable: metric definitions, documented data lineage from source system to report, and explicit rules for how each number is constructed. An agent is only as good as the context it can reach.

• Decide what should and should not be automated. Draw and defend the line between work an agent runs unsupervised, work an agent drafts for human review, and work that stays fully manual.

• Own the finance team's shared library of agents, prompts, skills and calculation templates. Treat it as a deliverable in its own right, versioned and documented, so that it keeps producing when you are on vacation.

• Own what the tools produce, review AI-assisted work to the same standard as your own, and know when a question needs judgment instead. Build the checks in: validation against source, reconciliation, and a review step that catches a wrong answer before it reaches leadership or the board.

• Raise the ceiling for the people around you. Some of your highest-leverage work will be enabling your business partners to answer their own questions rather than producing the analysis yourself.

Planning and forecasting

• Prepare Own the annual budget and quarterly/monthly forecast updates, gathering inputs from department leaders.

• Maintain the company's financial model (revenue, expenses, headcount, and cash) and keep the key assumptions up to date. Structure it so that running a new scenario is a configuration change, not a rebuild.

• Run scenario analysis to help leadership weigh decisions, using AI to build and iterate on cases faster than a manual model rebuild allows, fast enough to be useful in the meeting where the decision is actually being made.

Reporting

• Own the monthly reporting package: actuals versus budget and forecast, variance analysis, and commentary. AI-drafted first pass, then edited and owned by you.

• Help prepare materials for leadership and board meetings, including our key metrics and dashboards.

• Work with the accounting team during month-end close to make sure results are accurate and on time.

Metrics and analysis

• Own our core SaaS metrics (ARR/MRR, net and gross revenue retention, churn, CAC, and LTV) and keep the definitions consistent.

• Look at customer, product, and segment profitability and take the findings to the people who can act on them.

• Build and maintain reports in our BI tools so teams can see the numbers they need, and so that analysts, dashboards and agents all draw on one trusted source rather than several competing ones.

Working with the business

• Be the finance point of contact for Sales, Marketing, Product, and G&A, helping them manage budgets and understand spend.

• Partner with Data and Analytics to scope reporting needs, so what we build answers the right questions.

• Help evaluate the costs and benefits of proposed projects and investments.

• Handle ad-hoc analysis requests as they come up.

A Little Bit About You

• A reliable instinct for when a machine-generated answer is wrong. This is a very important qualification for this role.

• Structured thinking: you can break a vague business question into defined, verifiable steps, which is the same skill that makes an agent work.

• Demonstrated use of AI tools in real finance work. You can walk us through something you automated or accelerated, and how you checked the output.

• Experience building AI-assisted workflows: prompt-based reporting, scripting, or connecting AI tools to finance data sources.

• 3–5+ years of experience in FP&A, corporate finance, or a similar analytical finance role. We weight demonstrated ability to build with AI as heavily as two additional years of conventional experience.

• Experience at a SaaS or subscription business, or willingness to get up to speed on the model.

• A good understanding of common SaaS metrics (ARR, retention, churn, CAC, LTV) and what drives them.

• Solid financial modeling and Excel/Google Sheets skills. Excel and Google Sheets are output formats here rather than the core skill; the core skill is breaking a FP&A question down precisely enough that an agent can run it reliably and repeatably.

• A working knowledge of the three financial statements and subscription revenue recognition.

• The ability to explain financial results clearly to people outside of finance.

• Comfort with ERP, planning, and BI tools (e.g. NetSuite, Cube, QuickSight, or similar).

• An understanding of how finance and business systems fit together and how data moves between them, and the ability to scope reporting needs with Data teams.

• A willingness to work in the open, documenting what you build so that someone else can run it.

• A Bachelor's degree in Finance, Accounting, Economics, or a related field.

Nice to Have

• Experience partnering with Sales or RevOps on pipeline, quota, or go-to-market planning.

• Exposure to headcount and workforce planning alongside the People team.

• SQL or comfort working with larger datasets.

• MBA, CFA, or CPA.

Our Stack

• Every employee has a Claude account. Recurly for billing and Rillet for accounting, both implemented this year. QuickSight for business intelligence.

Share Our Values

• Customer First

• Bias for Action

• High Velocity Decision Making

• Inclusion

• Results Focused

Compensation

Our compensation bands are designed to reflect how people grow in their roles. Each level includes three stages: Developing, Proficient and Expert, which represent increasing capability, independence and impact over time.

The compensation range for this role is $95,000 to $110,000 CAD which reflects the Proficient stage of our compensation band for this job level (P3). For United States based applicants, the compensation range for this role is $100,000 to $120,000 USD.

Progression into higher stages and job levels may occur over time based on demonstrated performance, mastery of role expectations and overall impact. For specialized or hard-to-fill roles, we may extend offers above the posted range if a candidate brings exceptional experience.

Perks & Benefits

Flexibility and Time Off

• Flexible Time Off Policy - We encourage a minimum of 4 weeks per year!

• Remote First Team

• Flexible Hours

• Work From Anywhere Program

Health and Wellness

• Health Insurance

• Employee Assistance Program (EAP)

• Quarterly Company Wide Recharge Days

• End of Year Company Wide Holiday Closure

• Maternity & Parental Leave Program

• $2000 Lifestyle Spending Account (LSA)

Growth & Future

• Professional Development Budget

• Volunteer Day

• Team Building Budget

• Employee Referral Bonus Program ($1000)

• Anniversary Milestone LSA Top Up

• Birthday Day Off

We Value Individuality!

At the company, we want every employee to be excited to bring their full, authentic self to work. When you bring your unique experiences, background, knowledge, perspective, and self-expression while embracing the same from others we learn from each other. We innovate and co-create an environment where team members can do the best work of their careers. We're bolder and more brilliant together.

We're dedicated to ensuring each team member feels a sense of belonging, feels safe, cared for, respected and valued for who they are, and trusts that their unique voice is heard, embraced, and meaningfully contributes to decision-making. We're committed to equitable employee experience, opportunity, pay and support for every employee regardless of gender identity or expression, race, ethnicity, family or marital status, religion, socio-economic status, veteran status, national origin, age, sexual orientation, education, disability, or any other characteristic that makes you unique.

We have no tolerance for sexism, racism, xenophobia, homophobia, transphobia, ableism, ageism, or any other forms of hateful/harmful discrimination and we're taking action against unequal pay in our community through leading the #PayUpforProgress movement.

If you require any accommodations or support during the recruitment process, please email us at [link for members] .

Our use of AI in hiring

We're committed to keeping hiring personal. Every application is reviewed by a real person on our team, and we don't use AI to screen or filter candidates out.

We do use AI to help with assessing candidates and summarizing interview feedback. These tools support our team in working more efficiently and reducing bias. All final hiring decisions are made by people who bring their judgment and experience to determine who joins our team.