Director, FP&A

Toronto - Canada

Monthly Salary: $ 162000 - 180000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company thats founder-led and privately held we empower our employees to push boundaries innovate and shape the future of healthcare.

With the largest long-term and post-acute care dataset and a Marketplace of 400 integrated partners our platform serves over 30000 provider organizations making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development ensuring our employees have the resources to innovate and make a lasting by Forbes as a top private cloud company and honored as one of Canadas Most Admired Corporate Cultures we offer flexibility growth opportunities and meaningful work.

At PointClickCare we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity productivity and thoughtful decision-making. By integrating AI tools into our daily workflows collaboration is enhanced outcomes are improved and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission and we continue to invest in training and development to nurture innovation throughout the employee journey.

Join us in redefining healthcare so it doesnt just survive it learn more about PointClickCare check out Life at PointClickCareand connect with us on Glassdoor and LinkedIn.

**Travel to Office expectations**

For Remote Roles: If this role is remote there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include but not limited to onboarding team events semi-annual and annual team meetings.

For Hybrid Roles: If this role is Hybrid there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include but not limited to weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.

Position Summary:

The Director of FP&A is a strategic and operationally minded individual leading our planning forecasting and performance management processes. This role will partner closely with Vice President of FP&A and cross-functional leaders to drive financial rigor optimize resource allocation and support data-driven a SaaS environment this leader will be required to have a good understanding of ARR/MRR reporting customer economics unit economics and insights that inform growth retention and profitability.

The ideal candidatewill have experience in financial modelling and management of several complex FP&A cycles (budgeting forecasting) as well as a focus on data systems and business insights. They will also have a proven track record of leveraging financial modelling and scenario analysis to identify underlying drivers of business growth and of demonstrating the ability to effectively partner with business teams across Sales & Marketing General & Administration and Product and Engineering in strategic analysis KPI reporting and operational addition experience with long range forecasting is a plus.

Experience in designing and building presentations for senior/executive level business leaders and private equity investors is key to success. Ability to consolidate various financial data and present to those interested parties to help drive strategic direction and modifications where needed.

In addition you will provide financial information tools analysis and insights to help drive operational excellence and execution against business objectives. Through collaboration with team members throughout the business this person will be asked to gain an understanding of the market strategic objectives and operational challenges. Using this understanding to design implement and execute on integration reporting and KPI initiatives driving efficiency accuracy and visibility into performance trends areas for development and other meaningful metrics.

Key Responsibilities:

Strategic Planning Budgeting and Forecasting:
Lead the companys annual operating plan long-range plan quarterly forecasts and rolling outlooks.
Build and maintain integrated SaaS financial models including ARR/MRR waterfalls retention/expansion forecasts sales capacity planning headcount planning and scenario modeling.
Own company topline and expense forecasting ensuring accuracy timeliness and alignment with strategic goals.
Develop robust financial models and scenario analysis to evaluate business decisions and strategic initiatives.
Establish and maintain planning calendars templates and processes.
Own and deliver monthly and quarterly forecasts including variance analysis versus budget and prior periods.
Prepare and present executive-level reporting packages that translate financial results into actionable insights including highlighting SAAS metrics including ARR MRR CAC LTV Rule of X payback period and gross/net retention etc.
Analyze performance drivers across the customer funnel and identify leading indicators of growth or risk.
Identify emerging trends and risks proactively recommending mitigation actions.
Business Partnership:
Serve as a strategic thought partner to the VP of FP&A and other members of business leadership team.
Partner with GTM Product Engineering and Operations leaders to develop budgets evaluate investments and measure ROI.
Provide insights on customer acquisition churn drivers product performance and operational efficiency.
Serve as a trusted advisor to functional and operational leaders supporting strategic planning and performance management.
Provide financial guidance for investment proposals new initiatives pricing decisions and cost optimization.
Support business leadership with investment cases headcount planning and roadmap prioritization.
Support leadership in understanding financial drivers KPIs and performance metrics.
Reporting & Analytics:
Oversee monthly and quarterly management reporting financial dashboards KPIs variance analysis and commentary.
Develop executive-level presentations for the board investors and leadership.
Ensure consistency and accuracy in SaaS metrics (ARR NRR CAC LTV payback gross margin cohort analysis etc.).
Process Improvement & Systems:
Implement best practices to improve FP&A processes tools and data integrity.
Partner with Accounting and other teams to streamline month-end close and reporting workflows.
Leverage financial systems to enhance forecasting accuracy and efficiency.
Decision Support:
Evaluate strategic initiatives such as new product launches pricing changes M&A partnerships and international expansion.
Construct business cases with clear assumptions risks sensitivities and expected outcomes.
Establish frameworks for prioritization across investments resourcing and capital allocation.
Operational Finance Leadership:
Build and scale FP&A processes tools and systems to support a growing SaaS business.
Drive automation and continuous improvement across reporting planning and analysis workflows.
Lead and mentor a high-performing FP&A team; recruit and develop top finance talent.

Required Experience:

8-10 years of progressive experience in FP&A corporate finance or strategic finance; SaaS or subscription business experience required.
Investment banking or equivalent experience preferred
Healthcare experience is a plus
Bachelors degree in Business Finance Accounting or related
MBA or a financial designation is a plus
Deep understanding of SaaS metrics unit economics GTM motions and revenue forecasting.
A growth mindset a builders mentality and a proven track record for execution
A willingness to understand and work a process from end to end
Expert modeling and analysis skills in Excel/Sheets; familiarity with FP&A tools such as Adaptive Insights Anaplan or Mosaic is a plus.
Excellent communication skills with the ability to translate complex data into clear recommendations for executives. Proven success leading diverse teams through multiple Change Management initiatives.
Advanced understanding of different financial and management reporting principles and frameworks and deep knowledge of financial accounting practices pertaining to data flows for FP&A system outputs
Ability to thrive and navigate effectively through change and ambiguity in a fast-moving complex business environment.
Advanced MS Excel skills with experience working with PivotTables and Power BI
Highly outcome-focused with the proven ability to work with challenging deadlines and deliver on commitments.
Experience with various tools manipulating and modelling large quantities of data to derive actionable insights actionable business insights.

$162000 - $180000 a year

AtPointClickCare base salary is one of the many components that make up our total rewards Canada base salary rangefor this position is $162000 - $180000 bonus equity benefitsnon-overtime eligible. Our salary ranges are determined byjob and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all Canada locations. Within the range individual compensation is determined by job-related skills and knowledge relevant experienceincluding professional and lived experience and/or work location. Your recruiter can share more information about ourtotal rewards package during the hiring process.

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PointClickCare Benefits & Perks:

Benefits starting from Day 1!

Retirement Plan Matching

Flexible Paid Time Off

Wellness Support Programs and Resources

Parental & Caregiver Leaves

Fertility & Adoption Support

Continuous Development Support Program

Employee Assistance Program

Allyship and Inclusion Communities

Employee Recognition and more!

It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race religion national origin status age sex sexual orientation gender identity or expression marital or domestic/civil partnership status disability veteran status genetic information or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact emailprotected should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience PointClickCare uses AI tools to assist with candidate screening and assessment.

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We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

Director