Senior Financial Analyst (GTA - Remote)

CanadaHelps is looking for an energetic, goal-oriented, and self-motivated Senior Financial Analyst with a passion for social change to join our team. This is an opportunity to join one of Canada’s first and North America’s most successful social technology organizations. We are a fast-growing, dedicated team of entrepreneurial-minded peers who have a passion for helping small- and medium-sized charities succeed, while engaging with donors to increase giving in Canada.

We believe technology and data are transformational game-changers for generating social profit. We democratize access to technology by providing best-in-class, easy-to-use online fundraising software and training to more than 30,000 registered charities across Canada (and the number of charities is rapidly growing). We are the market leader and over the past 24 years we’ve helped over 4.7 million Canadians donate over $3B to Canadian charities.

About the role:

We are looking for a full-time Senior Financial Analyst.

Reporting to our Director, Finance & Accounting, the Senior Financial Analyst is responsible for providing Senior Leadership with the financial analysis and information they need to make major operational, financial, and strategic decisions. This role will play a key part in budgeting and forecasting, while collaborating with cross-functional teams to support the organization’s objectives. You will have a chance to grow, build and maintain relationships at varying levels.

The annual salary range is $80,000-$90,000 depending on experience. This position is remote but may require to be in-office at times.

Responsibilities:

Responsibilities will include but are not limited:

• Prepare and provide insights on key financial metrics such as monthly gross donations KPI, MRR for all Canadahelp Products, LTV/CAC to identify areas for optimization and growth;
• Lead and deliver regular monthly and quarterly revenue performance insights report to senior leadership;
• Coordinate monthly and quarterly forecast updates with Lines of Business (LOB) Leads;
• Work closely with the LOB leads as well as various departments like Data, Marketing, Charity Engagement to understand their financial needs and provide support in achieving their objectives;
• Play a key role in the annual budgeting process, collaborating with LOB leads to gather data and develop accurate revenue targets aligned with organizational goals;
• Own the process for preparing financial models including scenario planning and forward-looking financial analysis to identify trends and support long-term strategic planning;
• Leverage the NetSuite Planning and Budgeting to enhance efficiency, accuracy, and the strategic value of the financial planning and analysis;
• Manage ad hoc financial projects as needed.
  
  

Required Skills and Experience:

• 3-5 years progressive work experience in financial modelling, budgeting/forecasting and analysis (ideally in SaaS environment);
• Bachelor’s degree in Finance, Economics or Accounting;
• CFA (or working towards CFA designation) or equivalent is an asset;
• Ability to provide insightful Powerpoint presentation for various stakeholders;
• Advanced skills in Excel and experience with ERP systems and financial software (e.g., SAP, Oracle- Netsuite) with Netsuite preferred;
• Self-starter with strong interpersonal skills and ability in dealing with with Senior Leadership and working with minimal supervision.
  
  

Here is what we offer:

Competitive salary

RRSP match program

Health, dental and vision benefits (flexible programming based on your needs)

15 vacation days

Paid time off programs - sick, personal and mental health days per year

Summer hours (office closed on Friday's before a long weekend)

Birthday Day off

Work from Abroad: Employees can work internationally in eligible countries for up to 90 days per calendar year

Professional Development budget per calendar year

We're a unicorn (A Not-For-Profit and a forward-thinking, technology-focused business)

A remote-first, lifestyle friendly, work-life balance company

Here’s what you can expect as you go through the hiring process:

Step 1: Apply

Step 2: Applicants who have sufficiently demonstrated their suitability for the role will be invited to do a Phone Interview with a member of the People & Culture team.

Step 3: Video Interview: Meet the Hiring Manager

Step 4: Candidates who have a successful Video Interview with the Hiring Manager will proceed to 1-2 interviews with relevant team members to show us how they best meet the qualifications outlined in the job ad. This step may also include assessments designed to demonstrate the candidate's ability to deliver (for example, presentations, a written assignment, tests and usually an oral interview).

Step 5: Offer - Successful candidates will be contacted with a verbal offer of employment. If the offer is accepted, a written offer letter will be sent.

Step 6: Background check - Successful candidates will be required to complete a successful background check prior to commencing employment which may include verification of identity with photo ID, criminal record check and background check with previous employers and given references.

Step 7: Start your career with CanadaHelps!

Step 5: Background check - Successful candidates will be required to complete a successful background check prior to commencing employment which may include verification of identity with photo ID, criminal record check and background check with previous employers and given references.

Step 6: Start your career with CanadaHelps!

We believe in everyone

At CanadaHelps, we commit to pursuing deliberate efforts to ensure that our company is a place where differences are welcomed, different perspectives are respectfully heard and where every individual feels a sense of belonging and inclusion. We know that by creating a vibrant climate of inclusiveness, we can more effectively advance our collective capabilities.