Senior Financial Analyst at Facilityos

ABOUT FACILITYOS FacilityOS is a dynamic and innovative B2B SaaS company headquartered in the heart of Toronto's vibrant tech ecosystem. We are on a high-growth trajectory, providing a market-leading platform that helps businesses improve their safety, security, compliance, and efficiency across many critical facility touchpoints. We are a team of passionate, driven individuals committed to excellence, innovation, and redefining our industry. At FacilityOS, we are focused on creating an innovative and collaborative working culture where we value the contribution of each individual. Employee engagement is a key focus area for us and we encourage participation and the sharing of information and ideas. Role Background FacilityOS is a high-growth SaaS company operating in a fast-paced, evolving environment. As we continue to scale, we are looking for a Senior Financial Analyst who thrives in dynamic settings, embraces ambiguity, and enjoys working on both structured planning cycles and real-time business requests. This role partners closely with Finance leadership and cross-functional stakeholders to deliver actionable financial insights, support strategic decision-making, and drive finance transformation initiatives. In addition to core FP&A responsibilities (budgeting, forecasting, reporting), this individual will play a key role in systems enhancement projects — including the evaluation and implementation of an FP&A planning tool. This is not a purely cyclical reporting role. The right candidate will be comfortable managing ad-hoc requests from leadership, shifting priorities quickly, and contributing to high-impact strategic and operational projects. The FacilityOS finance team is an energetic and collaborative group that values ownership, curiosity, and continuous improvement. We leverage modern systems including Sage Intacct, Salesforce, and Expensify — and are continuously improving our tech stack to support scale. This role is expected to work in-office at least twice per week. The Ideal Candidate The ideal candidate is someone who: - Has a strong background in SaaS or technology companies and understands SaaS metrics and business models - Thrives in a fast-moving, high-growth environment where priorities can shift - Enjoys working on a wide variety of responsibilities, from structured forecasting to ad-hoc executive analyses - Has strong financial modeling skills, including building three-statement consolidated models (preferably under US GAAP) - Has a solid understanding of technical accounting (US GAAP preferred) - Is systems-oriented and interested in finance transformation and tool implementation is process oriented and enjoys understanding “how things work” to assess and improve existing workflows, - Can effectively manage competing deadlines and multiple workstreams - Is comfortable working independently and proactively solving problems - Takes ownership and pride in delivering high-quality, accurate work Key Responsibilities Budgeting, Forecasting & Strategic Finance - Execute multi-entity and consolidated budgeting and forecasting processes, including complex transactions (revenue, leases, debt, R&D capitalization, transfer pricing, etc.) - Maintain consolidated financial models (P&L, balance sheet, cash flow) - Develop and enhance financial models to support strategic initiatives and scenario planning - Gather and validate assumptions across departments during planning cycles (annual budget, quarterly forecasts, rolling forecasts, and ad-hoc scenarios) - Maintain the revenue model and other complex SaaS models used for forecasting and decision-making - Analyze key SaaS performance metrics (ARR, Rule of 40, CAC, retention, gross margin, etc.) to assess financial and operational performance - Conduct monthly and quarterly variance analyses and clearly communicate business drivers to leadership - Support quarterly forecasting, board reporting, and parent company reporting requirements Finance Transformation & Systems - Develop a deep understanding of Sage Intacct and integrated systems, including data flow and system architecture - Create and maintain dashboards and reporting frameworks used by senior management and business leaders - Improve and support integrations between finance systems and operational systems - Stay current on ERP updates and assess their impact on the finance function - Support finance transformation initiatives, including the evaluation and implementation of an FP&A planning tool - Help build scalable processes and documentation to support continued company growth Special Projects & Ad-Hoc Initiatives - Partner directly with Finance leadership on high-impact special projects - Respond to ad-hoc financial and operational analysis requests from executive leadership and lenders - Support broader finance team initiatives and provide coverage when needed Qualifications - University degree in Business, Accounting, or Finance - CPA designation - 4+ years of progressive financial analysis experience, preferably within a SaaS or technology company - Strong understanding of SaaS financial drivers and recurring revenue models - Extensive experience building and maintaining financial models for budgeting and forecasting - Experience in organizations reporting under US GAAP (preferred) - Experience working with ERP and finance systems (Sage Intacct, NetSuite, Salesforce, or similar) - Interest or experience in implementing FP&A tools is an asset - Advanced Excel proficiency (SUMIFS, INDEX/MATCH, pivot tables, scenario modeling, etc.) - Strong written and verbal communication skills Salary range is largely dependent on the candidates existing breadth and depth of experience. Compensation also includes bonus which is excluded from the posted salary range. Why work at FacilityOS? We work hard and play hard and we do both with passion and respect for one another. Our company promotes a fast-paced, fun, friendly, and highly collaborative work environment that provides: 🩺Comprehensive health coverage 🏠A Hybrid work environment 💡Opportunity for advancement and growth 🍕 Catered Events, Snacks, Drinks – You won’t go Hungry! 🥳 Birthday and Life Celebrations 🎉 Two annual parties in a year FacilityOS Commitment We believe that a diverse team is the key to innovation and growth. We are an equal opportunity employer that value diversity at our company and encourage all candidates to apply. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. FacilityOS will accommodate individuals with disabilities through each stage of the recruitment and selection process. Please advise us of any needs when your interview is booked, and we will do our best to meet your needs. Please note that all candidates must be legally eligible to work in Canada or United States. Background and Reference Checks Any offer of employment may be conditional upon full background checks including a criminal record check, a credit check and employment and educational verifications. A reference check will also be conducted. We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications. These tools assist the recruitment team but do not replace human judgment. All advancement and hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us or click here [Upgrade to PRO to see link] FacilityOS thanks all candidates for their interest, however only those selected to continue in the process will be contacted.