Director, Financial Planning & Analysis

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Take your career to new heights with Loopio! 🚀✨ We are a growth SaaS software company serving enterprise and mid-market customers through a recurring revenue SaaS model. With approximately $50M ARR, we are entering a critical phase of scale where financial rigour, operational insights, and strategic decision support are increasingly important to driving growth and profitability. We are seeking a highly analytical and business-oriented Director, Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization. The Director, FP&A, will lead the company's financial planning, forecasting, management reporting, and strategic finance functions. This role requires a highly analytical finance leader with strong SaaS operating model expertise, executive communication capabilities, and experience building scalable planning processes in a high-growth environment. The Director will oversee core FP&A operations, manage and mentor team members, and partner cross-functionally with leaders across Sales, Marketing, Customer Success, Product, Engineering, and Operations. This is a highly visible role with regular interaction with executive leadership, Board members, and investors. Note: This is an existing vacancy on the team 💻 What You'll Be Doing: Financial Planning & Forecasting Lead the company's annual budgeting process, quarterly reforecasting, and long-range financial planning Own consolidated SaaS operating model including ARR, revenue, bookings, churn, CAC, gross margin, and operating expense forecasting Develop driver-based financial models to support growth planning and investment decisions Monitor actuals vs. forecast and provide variance analysis with actionable recommendations Executive & Board Reporting Own monthly, quarterly, and annual reporting packages for executive leadership and Board of Directors Deliver insights into company performance, key SaaS metrics, cash flow, and operational efficiency Translate complex financial and operational data into actionable recommendations for senior stakeholders Support investor relations, fundraising activities, lender reporting, and due diligence processes as needed Strategic Finance & Business Partnership Serve as a strategic finance partner to GTM, Product, Engineering, and Customer Success leadership teams Drive accountability around departmental budgets, hiring plans, and operational KPIs Conduct scenario analysis and sensitivity modelling to support strategic decision-making Identify opportunities to improve efficiency, margin performance, and resource allocation Partner with budget owners to evaluate hiring plans, resource allocation, pricing, and operational initiatives Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance Team Leadership & Reporting Responsibilities Manage and mentor StratFin Manager team members Review and consolidate departmental submissions and reporting deliverables Establish reporting standards, planning processes, and financial controls across FP&A activities, inclusive of updating the Playbook Help build a high-performing, scalable finance function aligned to company growth objectives Process Improvement & Systems Improve financial planning processes, reporting automation, and data quality Partner with the Business Operations, Data, and Finance teams to streamline reporting infrastructure Support implementation and optimization of FP&A and BI tools Maintain financial models and ensure consistency across reporting outputs ✨ What You'll Bring to the Team 5-8+ years of experience in FP&A, strategic finance, investment banking, consulting, or related finance roles Experience in high-growth SaaS or software businesses Strong understanding of SaaS metrics, including ARR, NRR, CAC, LTV, churn, and revenue forecasting Advanced financial modelling and Excel / Google Sheets skills Experience preparing executive and board-level reporting materials Strong analytical, communication, and presentation skills Proven ability to influence cross-functional stakeholders Experience managing or mentoring junior team members Bachelor's degree in Finance, Accounting, Economics, or a related field Bonus if you have: Experience managing or mentoring junior team members Familiarity with FP&A platforms (Adaptive, Anaplan, Mosaic, Pigment, etc.) Experience with BI tools such as Tableau CPA, CFA, or MBA is considered an asset Experience in venture-backed or PE-backed software companies Where You'll Work 📍 Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ'd in Canada, with established hub regions around the world where we hire from. Our employees (or Loopers, as we call ourselves!) live and work in 🇨🇦 Canada (British Columbia and Ontario), 🇬🇧 London, and 🇮🇳 India (specifically in Gujarat, Maharashtra, and Bengaluru). The majority of our

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