Senior Financial Analyst

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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

• Financial Reporting: Oversee the preparation and review of monthly financial statements in strict accordance with ASPE standards. • Operational Accounting: Execute complex reconciliations and journal entries, ensuring precise SaaS revenue recognition and maintaining General Ledger integrity. • Compliance & Audit: Support annual audit processes, regulatory tax filings, and external reporting requirements to ensure full compliance. • Internal Controls: Maintain robust internal controls and standardized accounting procedures to ensure accuracy and mitigate financial risk. • Cycle Management: Lead month-end close and reporting cycles, ensuring the timely and accurate delivery of financial results. • Process Innovation: Support the optimization of accounting workflows by identifying opportunities for automation and the integration of AI tools to enhance operational efficiency and accuracy. • Strategic Reporting: Develop and maintain sophisticated KPI dashboards to provide stakeholders with actionable financial insights and performance metrics. • Budgeting & Forecasting: Collaborate with department leadership to consolidate inputs for the annual budget, ensuring alignment with corporate financial objectives. • Financial Modeling: Construct and refine dynamic financial models to forecast business performance and support strategic decision-making. • Trend Analysis: Conduct variance analysis and interpret key financial trends to identify risks and growth opportunities. • Process Optimization: Implement and optimize accounting and FP&A systems to enhance automation, efficiency, and cross-functional collaboration with Marketing, Sales, and Product teams. • System Ownership: Support the management of the FP&A system by assisting with updates and maintenance of its architecture, helping to ensure data integrity and evolving functionality in support of strategic planning. • Strategic Support: Deliver ad-hoc financial intelligence and lead special projects to drive continuous improvement in reporting and analytical workflows.

🎯 Requirements

• CPA designation (required). • 3-5+ years of progressive experience in financial reporting, FP&A, or corporate accounting. • Experience at a Big Four accounting firm or in public accounting is considered a strong foundation for success in this role. • Strong understanding of ASPE accounting standards and operational finance. • Experience in SaaS or software/technology environments is considered an asset. • Advanced Excel and financial modeling skills; experience with ERP and FP&A tools preferred. • Prior experience leading or coordinating annual budgeting, forecasting cycles, and variance analysis, including partnering with department leaders, is an asset. • Exceptional analytical ability, attention to detail, and sound professional judgment. • Clear and confident communication skills with the ability to partner effectively across teams. • Prior experience leading or coordinating annual budgeting, forecasting cycles, and variance analysis, including partnering with department leaders, is an asset., juggling competing priorities with focus and flexibility. • A curiosity for innovation: We're looking for someone who loves to learn and elevate their skills with new technology, particularly AI and large language models (LLMs) like Google Gemini. You should have a foundational understanding of how these tools work and a strong desire to explore how they can be used to solve business and customer problems. We value continuous learning and our ideal candidate has a proven track record of innovating and pushing the boundaries of what's possible.

🏖️ 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) in company size category