Manager of FP&A

17 Edith Dr, Toronto, ON M4R 1Y9, Canada

About the Company At PureFacts, we are on a mission to create meaningful wealth solutions that help people live their best life. We use Artificial Intelligence, big data, and the latest technologies, along with our industry expertise, to help firms grow revenue, reduce costs, manage risk, and delight their customers. PureFacts is a leader in mission-critical wealth management solutions and a fast-growing global WealthTech Company. Most recently selected as one of 100 most innovative WealthTech firms in the world by WealthTech 100.

We do business differently. We believe in a six-stakeholder model where employees, clients, partners, the community, the environment and the shareholders are beneficiaries of the business. As PureFacts continues to grow and evolve, the business is seeking a Manager of Financial Planning & Analysis. Challenges You’ll Tackle: Enable our Sales, Marketing, Finance and Operations teams to grasp business vitality, achieve targets through enhanced strategies, automated workflows, and impactful dashboards & predictions Collaborate closely with executive leadership to frame, implement, measure, and analyze the impact of KPIs Lead the annual budgeting, quarterly forecasting, and five-year strategic planning processes; Design, develop and publish reporting cadences for key financial and operating metrics for the executive leadership team Build financial models to support revenue forecasting as well as investment decisions, such as sales funnel conversion, return on investment and resource planning.

Work with the accounting team on month-end close to derive accurate and timely reporting that helps identify variances from expectations and trends Ad hoc projects and initiatives to support growth, innovation, continuous improvement, and streamlining processes Elevate data quality and extract crucial insights through comprehensive analysis across various data sets Influence the allocation of funds by creating a comprehensive attribution model. Utilize outputs from this model to align with Sales, Marketing, and Finance and Operations teams, crafting models in sync with company objectives. Continuously refine and communicate updates to significant business stakeholders. Requisite Experience: Minimum of 4-7 years of revenue operations experience CPA Preferred Strong data analysis skills Experience in Finance and FP&A Operations – working with Leadership and building out financial models Competence in compensation modeling and devising incentive plans Professional demeanor, meticulous attention to detail, and an inherent drive to exceed expectations Advanced proficiency and familiarity with the relevant Tech Sales and Operations tools What do we offer: A great team Lots of growth opportunities Flexible work environment, where you have the option to work from home or the office Competitive compensation Wellness programs & great employer benefits (includes dental vision massage, etc.) GoodLife membership corporate discount Competitive long-term incentive plan in the form of rewarding Stock Options that are above and beyond market standards.

PureFacts is committed to fostering an environment where all employees are treated with respect and dignity and can fully contribute to the culture of our organization. PureFacts is an equal opportunity employer, which values, respects and leverages the competencies and differences of employees and job applicants from diverse backgrounds to help us meet our company goals while helping you meet your career goals. We welcome all applicants and encourage individuals who identify with any of the protected grounds under the human rights legislation to apply to any open role. PureFacts is committed to providing reasonable workplace accommodations, including accommodations during the recruitment process.

To the extent possible, job applicants are responsible for making their accommodation needs known. Please advise the PureFacts recruiter if you require an accommodation at any time during the recruitment process, including disability-related accommodations. PureFacts will evaluate the accommodation request and may request more information from the job applicant to facilitate the accommodation. All requests will be taken seriously, and no applicant will be penalized for making an accommodation request.



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