Head of FP&A

Since 2003, the firm has grown through acquisitions of independent advisory practices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Founded in 2003, we now have 1,600 employees. Quarter-end is busy, and everyone helps with client review prep.

Job summary

Clarke Wealth Partners runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Our team is spread across 17 countries. Headquarters is in Montreal. We hire in India through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. Core hours are 9:00 AM to 1:00 PM US Eastern. Day-to-day communication is in Slack and Google Meet.

Essential duties and responsibilities

• Build and maintain the annual budget and quarterly forecast models.
• Develop dashboards in Power BI or Tableau for leadership.
• Support board deck preparation with charts and commentary.
• Present monthly results to operating leaders and explain key drivers.
• Model pricing changes, capital projects and new business cases.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Partner with department heads to understand spending and headcount plans.

Required qualifications

• 12+ years of FP&A, corporate finance or public accounting experience.
• Clear written commentary for monthly reporting.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Experience building budgets and forecasts.

Preferred qualifications

• SaaS metrics experience (ARR, churn, LTV)
• Power BI or Tableau.

Why work with us

• 24 days paid time off.
• Flexible hours.
• Health insurance through our employer-of-record partner.
• Co-working space stipend.
• Wellness allowance.

Please submit your CV in English.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Clarke Wealth Partners.