Director of Financial Planning and Analysis - #451574

We are looking for a strategic and results-driven Director of Financial Planning & Analysis (FP&A) to lead and scale our FP&A function. This role plays a critical part in shaping the company’s financial direction, delivering executive-level insights, and driving cross-functional alignment to support data-informed decision-making. You will oversee all planning, forecasting, and financial performance activities. This position reports directly to the VP Finance, Interim CFO, and partners closely with senior leadership, including Executive stakeholders. 

We operate in a hybrid work environment, with three or more days per week in the office to support collaboration, alignment, and team development. 

Key Responsibilities 

Strategic Planning, Forecasting & Budgeting 

• Lead company-wide monthly and quarterly forecasting processes across revenue, expenses, and cash flow 
• Drive annual operating budgets and multi-year strategic financial plans 
• Develop scalable and adaptive financial models to support strategic initiatives and scenario planning 

Financial Reporting & Business Performance 

• Deliver high-impact financial reporting packages, dashboards, and KPI analyses for executive leadership 
• Monitor financial and operational performance, analyze variances, and proactively identify risks and opportunities 
• Track and interpret key SaaS metrics (e.g., ARR, MRR, NRR, churn, gross margin) to influence strategy and resource allocation 

Revenue & Commission Oversight 

• Provide strategic oversight of sales commission planning and forecasting in partnership with Sales Ops and Compensation 
• Ensure financial forecasts accurately reflect evolving sales structures and market conditions 

Executive & Board Support 

• Serve as a key contributor to MD&A updates, Audit Committee materials, and Board presentations 
• Develop strategic narratives and insights to support investor, auditor, and Board conversations 
• Elevate financial storytelling through visualized reporting and forward-looking commentary 

Cash Flow  

• Lead short- and long-term cash flow forecasting and liquidity planning 
• Collaborate with Accounting to manage working capital and optimize cash conversion cycles 
• Provide recommendations to support investment decisions 

Team Leadership & Development 

• Build and lead the FP&A team, fostering accountability and professional growth 
• Drive clarity and alignment around priorities, roles, and deliverables 
• Champion a culture of continuous improvement, data integrity, and operational excellence 

Systems, Processes & Tools 

• Strengthen and scale FP&A systems, models, and processes to support company growth 
• Lead financial transformation initiatives, including automation, dashboarding, and system integrations (e.g., NetSuite, Excel, Salesforce tools) 
• Ensure data governance and accuracy across all planning and reporting functions 

Preferred Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus)
• 8+ years of progressive experience in a similar position, with at least 3+ years in a leadership role.
• Proven experience in a SaaS or recurring revenue business model
• Deep expertise in financial modelling, forecasting, and performance management 
• Proficiency in SaaS metrics, financial systems, and business intelligence tools 
• Strong track record of building FP&A teams and partnering with C-level executives 
• Excellent communication, storytelling, and cross-functional influence skills 

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!