FP&A Analyst/Manager

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Canopy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💳 Fintech

☁️ SaaS

🤖 Artificial Intelligence

💰 $4.8M Series A on 2018-10

Fintech • SaaS • Artificial Intelligence

Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.

📋 Description

• Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway. • Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product. • Support annual budgeting and long-range planning (2–3 year outlooks), including scenario and sensitivity analyses. • Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment. • Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses. • Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs. • Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights—not just numbers. • Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities. • Help translate complex financial data into clear narratives for non-finance audiences. • Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling. • Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics. • Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity. • Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).

🎯 Requirements

• 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles. • Strong financial modeling skills (3-statement models, scenario analysis, sensitivity analysis). • Experience supporting executive leadership and/or board-level reporting. • Advanced Excel / Google Sheets skills; comfort building models from scratch.

🏖️ Benefits

• Health insurance • Professional development opportunities