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Our client, a leader in the Canadian tech and innovation space, is seeking a dynamic and results-driven Manager, Finance Process & Reporting Optimization to join their team. This role is integral to driving performance reporting optimization initiatives within the organization, with a focus on finance process enhancement, data workflow optimization, and the creation of key financial dashboards. The successful candidate will play a vital role in supporting strategic decision-making through data-driven insights and streamlined reporting processes.
Job Responsibility:
Lead and automate monthly close processes for select ventures and cost recovery within the tech/R&D organization
enhance technology and SaaS vendor and license forecasting processes
simplify and automate dashboard updates for scale-up/SaaS metrics
identify inefficiencies in data workflows and recommend improvements
automate manual reporting processes to enhance accuracy and efficiency
develop and maintain consolidated portfolio and technology rolling financial forecasts
identify risks and opportunities in financial projections to inform strategic decisions
streamline non-interest expense (NIE) and cash reporting processes
lead annual planning and budgeting initiatives alongside finance leads
set and manage ambitious yet achievable financial targets, particularly in NIE forecasting
gather and clean data from diverse sources to ensure accuracy and relevance
structure raw data for analysis and perform basic statistical evaluations
analyze key metrics to support financial forecasting and identify trends
assess data requirements and work cross-functionally with Finance and Analytics teams
develop and maintain dashboards using tools like Tableau and Power BI
automate dashboard refreshes to provide near real-time insights
present reporting recommendations clearly and effectively to stakeholders
Requirements:
3 to 5 years of experience in finance, accounting, or business process improvement within a high-growth SaaS or tech company
pursuing or holding a CPA or CFA designation (preferred)
proficiency in data management, analysis, and automation, with strong attention to detail
advanced skills in Excel, SQL, and data visualization tools (e.g., Tableau, Power BI)
proven track record of implementing new financial or reporting processes
strong understanding of income statement integrity and accounting processes
excellent communication and collaboration skills, with experience engaging senior leaders and working in a cross-functional environment
fluent in English (written and verbal)
What we offer:
Hybrid work model: Downtown Toronto (3 days per week)
collaborative and innovative work environment within a high-growth SaaS company
professional development opportunities and career growth potential
engage in meaningful work that shapes the future of Canadian tech and innovation
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