Financial Planning and Analysis Manager

We are seeking a detail-oriented and strategic Manager of Financial Planning & Analysis (FP&A) to join our Finance team. In this role, you will lead core FP&A functions including monthly forecasting of revenue, expenses, and cash flow; budgeting; commission oversight; financial reporting; and corporate performance tracking. You will also support MD&A updates, Audit Committee materials, and Board reporting. This position manages a small FP&A team and reports to the VP Finance, Interim CFO. 

Key Responsibilities 

Forecasting & Budgeting 

• Lead monthly forecasting of revenue, expenses, and cash flow across the organization 
• Drive annual budgeting and long-range planning processes 
• Build and maintain scalable forecasting and planning models 

Financial Reporting & Analysis 

• Deliver monthly financial reports, KPI dashboards, and executive packages 
• Analyze variances against forecast, budget, and prior periods, and explain key drivers 
• Track and maintain corporate metrics, including financial, operational, and SaaS KPIs (e.g., ARR, MRR, NRR, churn, gross margin) 
• Identify performance trends and provide actionable insights to senior leadership 

Sales Commissions 

• Oversee monthly sales commission calculations and accruals in partnership with Sales Ops and Payroll 
• Ensure forecasts reflect current sales plan structures and performance 

Executive, Board, and Regulatory Support 

• Prepare inputs for MD&A disclosures in quarterly and annual filings 
• Support Audit Committee reporting with financial analysis and summaries 
• Contribute to Board reporting, including KPIs, strategic commentary, and presentation materials 

Cash Flow Management 

• Own short- and long-term cash flow forecasting 
• Partner with Accounting, Treasury, and other teams to track key working capital drivers 
• Provide cash insights to support operational and investment decisions 

Team Leadership 

• Manage and develop an FP&A analyst. 
• Oversee team workload, priorities, and deliverables 
• Promote a culture of accountability, learning, and process improvement 

Process Improvement & Systems 

• Continuously improve FP&A processes, models, and tools 
• Support financial systems and automation initiatives (e.g., Excel, NetSuite) 
• Ensure scalability and accuracy of reporting infrastructure 

Preferred Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus)
• 5+ years of progressive experience in a similar position.
• SaaS or recurring revenue business experience strongly preferred 
• Deep understanding of financial forecasting, budgeting, and cash flow planning 
• Proficiency in tracking and interpreting corporate metrics and SaaS KPIs 
• Excellent business acumen, communication, and stakeholder engagement skills 
• Knowledge of regulatory standards and compliance requirements.

What we offer: 

• A challenging position in a rapidly evolving industry. 
• A competitive salary
• Hybrid work environment (in office a minimum of 3 days per week).
• Employer provided health insurance that starts the first day of employment. 
• Martello stock option grants. 
• Generous paid vacation + 10 paid personal days + 2 paid days for volunteering.
• Professional development opportunities

About Martello Technologies  

Martello Technologies is headquartered in Ottawa, Canada with staff in Canada, Europe, and the United States. We provide modern workplace optimization solutions that monitor the performance of cloud collaboration and productivity tools to give enterprises insight into the user experience.

Martello offers a positive, diverse, and supportive culture. We welcome individuals who are curious, inventive and want to work with people who are smart, humble, hardworking and, above all, collaborative. Martello Technologies is committed to supporting a culture of inclusion, diversity, and accessibility to employment for all. We are proud to operate as an equal opportunity employer.  

Did we spark your interest? Get in touch, we’re keen to tell you more!