Take your career to new heights with Loopio! đâ¨
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 companyâs 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
đť What Youâll Be Doing:
Financial Planning & Forecasting
Lead the companyâs 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 Youâll Bring to the Team
5â8+ 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
Bachelorâs 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 Youâll Work đ
Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQâd 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 đ¨đŚ Canada (British Columbia and Ontario), đŹđ§ London, and đŽđł India (specifically in Gujarat, Maharashtra, and Bengaluru).
The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC). For this role, we are specifically looking for someone who resides in our ON Hub.
We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you!
Youâll collaborate with your teams virtually across the UK, India, and North America (weâre just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work đđž during the workday
We encourage asynchronous collaboration to effectively work as a global #OneTeam!
Why Youâll âĽď¸ Working at Loopio
Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Latticefor our 1:1s and performance conversations Â
You will have the opportunity to elevate đŞ your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact.
We offer a wide range of health and wellness benefitsto support your physical and mental well-being, starting day 1ď¸âŁ with Loopio.
Weâll set you up to work remotely with a MacBook laptop đ, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up. Â
Youâll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment.
Participate in đ¤ townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam!
Our four activeEmployee Resource Groupsoffer opportunities for employees to learn and connect year-round.Â
Youâll be a part of an award-winning workplace đwith an opportunity to make a big impact on the business.
Questioning your qualifications? Read this âźď¸ Hi there, we recognize that all too often, potential candidates donât apply for a position simply because they donât hit every single criteria included in the job descriptionâparticularly members of underrepresented groups.Â
Whether or not your experience â
checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage, so we've created prompts in the application for you to share more about yourself. If you've made a career transition (or a few!), youâre self taught in a new role, or you have skills/experience youâd like to highlight, we want to hear more about what you could bring to the table.
AI in Recruitment đŠđťâđť At Loopio, we leverage artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening, drafting preliminary job descriptions, generating initial interview questions, transcription and occasionally sourcing prospective candidates. However, AI is never used to make final hiring decisions; our use of AI serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our standardized hiring practices remain focused on reducing biases, with all key hiring decisions solely made by our team. We continuously review and refine our hiring practices to align with industry best practices and evolving legal guidelines
AI Usage in Interviews đ¤ The Loopio interview process is designed to help us better understand your professional experiences, as well as your unique perspective and approach to delivery and collaboration. To ensure a fair and accurate assessment, we expect candidates to refrain from using AI-generated content to produce responses to our interview questions during the live interview, as our goal is to evaluate your own knowledge and problem-solving abilities - not those of an AI assistant. If AI-generated responses are identified during the interview, Loopio reserves the right to disqualify candidates from the interview process.
For specific roles that include a take-home assignment, our AI Interviewee Policy allows the use of AI for initial support; however, the final submission must be a true reflection of your personal insights, skills and decision-making.
Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team (work@loopio.com) should you require accommodations at any point during our virtual interview processes.
