This is a high-impact, highly visible Senior Financial Analyst opportunity within a sophisticated Revenue FP&A function at a leading high-growth SaaS company.
This role sits at the center of consolidated revenue forecasting, executive reporting, and strategic revenue analysis. It is ideal for a technically strong FP&A professional who enjoys owning complex forecasting models, translating large datasets into business insight, and partnering directly with senior leadership on revenue strategy and planning.
The successful candidate will operate as both a hands-on model builder and a strategic thought partner, combining analytical depth with strong communication and executive presence.
Our client is a globally recognized, high-growth SaaS organization known for its strong culture, collaborative leadership team, and continued investment in scalable financial infrastructure and data-driven decision-making.
The Finance organization plays a critical role in supporting strategic growth initiatives, operational planning, and executive decision-making across the business. The environment is fast-paced, highly analytical, and built for individuals who enjoy solving complex business problems and influencing outcomes.
This Senior Financial Analyst will sit within the Revenue FP&A team and own the consolidated revenue forecasting process and strategic revenue narrative across the business.
The role acts as the bridge between detailed segment-level forecasting and executive-level business insight, consolidating multiple revenue models into a unified view that informs leadership, board reporting, and long-range planning.
This is not a purely reporting-focused role. It is a highly analytical and strategic FP&A position requiring strong modelling capability, commercial understanding, and the ability to operate effectively in ambiguous, fast-moving environments.
What you’ll be doing:
Consolidated Revenue Forecasting & Modelling
- Own and maintain the master consolidated revenue forecast model
- Consolidate segment- and product-level forecasts into a unified company-wide revenue view
- Build and enhance driver-based financial models and rolling forecasts
- Develop scenario and sensitivity analyses around key business drivers including churn, pricing, retention, and sales productivity
- Recommend improvements to model structure, forecasting methodology, and reporting scalability
Executive & Board Reporting
- Prepare executive-level reporting and performance analysis across key SaaS metrics including ARR, revenue growth, retention, and product performance
- Support board reporting and strategic planning initiatives in partnership with Corporate FP&A
- Translate complex financial data into concise, actionable insights for senior leadership
Strategic Insights & Narrative Building
- Analyze consolidated revenue trends and identify key business drivers, risks, and opportunities
- Surface insights that may not be visible at the segment level
- Partner with leadership teams to support investment decisions and strategic planning
- Defend forecasting assumptions and recommendations with executive stakeholders
Cross-Functional Partnership
- Collaborate closely with Strategic Finance, RevOps, Accounting, Data Insights, and FP&A Systems teams
- Align business logic, assumptions, and reporting methodologies across functions
- Support ad-hoc strategic analysis and special projects as required
Process Improvement & Automation
- Identify opportunities to automate and improve manual forecasting and reporting processes
- Partner with systems and data teams to improve reporting infrastructure and scalability
- Support ongoing modernization of financial planning and reporting capabilities
You are a highly analytical FP&A professional with strong modelling capability, excellent business judgment, and the confidence to operate as a strategic thought partner to leadership.
You enjoy working with complex datasets, solving ambiguous business problems, and turning financial information into meaningful strategic insight.
You are equally comfortable deep in a forecasting model as you are presenting findings to senior stakeholders.
- 5–8 years of experience in FP&A, Strategic Finance, or Revenue Analytics
- Strong SaaS or recurring revenue business experience strongly preferred
- Advanced financial modelling and forecasting capability
- Experience with consolidated or multi-segment revenue forecasting
- Strong understanding of SaaS metrics including ARR, retention, churn, and revenue drivers
- Working knowledge of revenue accounting concepts including deferred revenue and revenue recognition
- Advanced Excel / Google Sheets capability
- Strong executive communication and stakeholder management skills
- Comfortable operating in ambiguous, fast-paced environments
- Naturally curious with strong analytical instincts and attention to detail
- Bias toward process improvement, automation, and scalable reporting
Nice to have:
- Experience in public or pre-IPO SaaS companies
- Exposure to SQL, Python, or automation tools
- Experience with Pigment, Adaptive, Anaplan, or similar planning systems
- Financial systems implementation or migration experience
Canada: $100,300 – $135,700 CAD
US: Approximately $111,400 – $150,600 USD equivalent
Comprehensive total rewards package includes:
- Equity
- Extended health & dental coverage
- RRSP matching
- Flexible PTO policy (20 days encouraged minimum)
- Hybrid flexibility for local employees
- Wellness and lifestyle benefits
Remote across Canada and the US.
This is a priority search with strong internal visibility and excellent long-term growth potential within a high-performing Finance organization.
If you are interested in combining technical FP&A depth with strategic business influence in a modern SaaS environment, apply directly or connect with your SWIM recruiter confidentially.
SWIM Recruiting works discreetly and confidentially with all candidates.
