Manager, FP&A

We’re looking for a Manager of FP&A to join our FUN-ance team (yes, that’s what we call ourselves!).

As the Manager of Financial Planning & Analysis (FP&A) at Coconut, you will be a key strategic partner to the VP, Finance and the broader leadership team.

You'll have a front-row seat to the scaling of a premier SaaS organization with significant autonomy to shape the FP&A function. You will lead the charge in translating complex data into actionable insights, driving the annual budgeting process, and maintaining our long-term financial models. The role is perfect for a detail-oriented finance leader who thrives in high-growth SaaS, with a passion for strategic planning and building scalable processes.

YOU’RE FIRED UP TO:

• Own the Model: Lead the annual budgeting and monthly forecasting processes, ensuring accuracy and alignment across all departments.

• Drive SaaS Intelligence: 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.

• Optimize FP&A Tech: Administer and evolve our FP&A platform (Planful), scenario planning, and automated reporting.

• Partner for Growth: Act as a financial advisor to department heads, helping them manage their budgets and understand the financial impact of their strategic initiatives.

• Streamline Reporting: Deliver monthly "Board-ready" reporting packages that highlight variances, trends, and executive-level summaries.

• Pricing Strategy: 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.

• Analyze Margins: Monitor hosting costs and gross margins, identifying opportunities for efficiency and cost optimization.

• Support investor relations, fundraising and M&A activities: Preparation of financial projections, presentations, and applicable due diligence processes.

WHAT YOU BRING TO THE TEAM:

• Experience: 5-7 years of progressive experience in finance or accounting, with a strong preference for high-growth SaaS or Fintech environments.

• Designation: CPA designation is required.

• Technical Prowess: Advanced financial modeling skills and proficiency with FP&A tools (Planful experience is a significant asset) and accounting software (Xero).

• Analytical Mindset: A natural ability to connect operational activities to financial outcomes and a "no-stone-unturned" approach to variance analysis.

• Communication: The ability to distill complex financial concepts into clear, concise narratives for non-finance stakeholders.

• Adaptability: Comfort navigating the ambiguity of a scaling company and a proactive approach to automating manual workflows (including building and maintaining AI agents).

This posting is for a vacant position. The expected hiring range for this role is $130,000 - $160,000.

The base salary for this position is listed to support candidates to align themselves within the target range. The range is grounded in comprehensive analysis of national compensation data for similar roles and company sizes in the technology sector, alongside a review of our internal compensation framework to ensure pay equity across the company. Note that ranges may evolve over time. We aim to provide a fair offer and hire within this specified range. The final offer for this position will take a candidate's background, experience, skills, and internal equity into consideration. Top performers’ compensation will be reviewed annually, as part of our Performance Acceleration program (Performance Reviews, Compensation Reviews, etc.).

Our Investment in You:

• Find your flow with Cabana Days. We offer flex-time and flex-days so you can recharge and be your best self. We empower our team to prioritize their well-being, knowing that a well-rested team is a productive one. While we offer this flexibility, our commitment to service excellence is unwavering. This benefit comes with a shared responsibility: our customers are our top priority. We ask that you remain available and responsive on flex-days, as needed, to ensure our customers' needs are always met promptly.

• Ability to do your job in a supported, but flexible environment

• Supported professional development, learning, & career opportunities - be supported in your growth journey!

• Regular 1:1 coaching with your leader and regular connection to a passionate executive team

• Work in a team big enough for growth but lean enough to make a real impact

A full range of benefits to keep you happy & healthy;

• 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

Who we are and What we do:

Mission
To build Intelligent Branch Solutions that deliver the outcomes financial institutions care about - streamlining operations, enhancing customer experiences, and empowering staff to focus on what matters most.

Values
Collaboration. Honesty. Empathy. Elevate. Resilience. Service Excellence.

Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.

To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.

Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people live and work in an environment of diversity, equity and inclusion and workplace belonging.

Some recent awards we're proud of include:

Coconut Software is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. We are committed to meeting the needs of people with disabilities in a timely manner, and will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or synthesizing interview notes. These tools assist our talent team but do not replace human judgment. Final hiring decisions are always made by humans. If you would like more information about how your data is processed, please talk to your Talent Partner. We believe in using AI thoughtfully and transparently, so we ask candidates to take the same approach and disclose the use of AI at any stage in their application or interview process.