FP&A Manager

Everyone here is salaried. Nobody is paid on product sales. Planning is done in RightCapital and portfolios are managed in Orion. Compliance reviews outgoing client email, so expect to write carefully.

Laurentian Advisors runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. We are headquartered in Calgary and have been hiring remotely since 2020. We hire in Kenya through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. Core hours overlap with US Central time, 9:00 AM to 1:00 PM CT. Most communication happens in Slack, with short video calls when needed.

Job duties

• Support board deck preparation with charts and commentary
• Reconcile forecast data with accounting after close
• Answer ad hoc questions from the CFO with quick-turn analysis
• Partner with department heads to understand spending and headcount plans
• Improve forecasting processes and cut manual steps out of the model
• Model pricing changes, capital projects and new business cases
• Build and maintain the annual budget and quarterly forecast models
• Prepare monthly variance analysis against budget and prior year

You'll need

• Clear written commentary for monthly reporting
• Strong attention to detail in large models
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Experience building budgets and forecasts

Pluses

• SaaS metrics experience (ARR, churn, LTV)

Compensation and benefits

• 24 days paid time off
• Paid sick days
• Public holidays observed per your country
• Home office setup budget
• Health insurance through our employer-of-record partner

We will only contact shortlisted applicants.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Laurentian Advisors.