Manager, FP&A

🕒 May 19

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Coconut Software

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🏦 Banking

💳 Fintech

SaaS • Banking • Fintech

Coconut Software is a market leader in providing appointment scheduling, advisor optimization, and lobby management solutions specifically designed for financial institutions such as banks and credit unions. Their platform helps increase operational efficiency and customer experience by ensuring that customers connect with the right experts at the right time. Coconut Software offers a comprehensive suite of features, including video banking, reporting and analytics, and integrations with existing systems, to streamline the services financial institutions provide. Their solutions help drive profits by increasing product sales and improving customer satisfaction and loyalty.

📋 Description

• Lead the annual budgeting and monthly forecasting processes, ensuring accuracy and alignment across all departments. • Track and analyze critical SaaS metrics, including Margins, Net Dollar Retention (NDR), LTV:CAC, R&D utilization, Product ROI and Rule of 40 to provide deep insights into business performance. • Administer and evolve our FP&A platform (Planful), scenario planning, and automated reporting. • Act as a financial advisor to department heads, helping them manage their budgets and understand the financial impact of their strategic initiatives. • Deliver monthly "Board-ready" reporting packages that highlight variances, trends, and executive-level summaries. • Support the Sales team by providing data-driven recommendations on pricing and contract terms. You will use an agile, flexible, and creative approach to structure deals that drive win rates while maintaining KPI margin targets. • Monitor hosting costs and gross margins, identifying opportunities for efficiency and cost optimization. • Preparation of financial projections, presentations, and applicable due diligence processes for investor relations, fundraising and M&A activities.

🎯 Requirements

• 5-7 years of progressive experience in finance or accounting, with a strong preference for high-growth SaaS or Fintech environments. • CPA designation is required. • Advanced financial modeling skills and proficiency with FP&A tools (Planful experience is a significant asset) and accounting software (Xero). • A natural ability to connect operational activities to financial outcomes and a "no-stone-unturned" approach to variance analysis. • The ability to distill complex financial concepts into clear, concise narratives for non-finance stakeholders. • Comfort navigating the ambiguity of a scaling company and a proactive approach to automating manual workflows (including building and maintaining AI agents).

🏖️ Benefits

• Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate! • Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1! • Virtual mental health and EAP platform • WealthSimple GRSP & Matching • Annual Wellness Benefit ($1000 per year) • Opportunity to work remote - anywhere in Canada! • Employee Options - everyone shares in our success! • Internet Subsidy on each paycheck • Tiki Bucks Incentive Program - everyone is entitled to earn bonuses! • A People First Company - 4.2 rating on Glassdoor • Most Admired Corporate Cultures (2024) and ranked #22 in Best Workplaces in Canada (2025)