Strategic Finance Lead
Role Overview
The Strategic Finance Lead partners with teams including GTM and Product to shape decisions rather than only report results.
This is a senior individual-contributor role with no direct reports today; the role works closely with the CFO and has exposure to the CEO, board, and investors.
The position is listed as remote in Canada.
Key Skills for This Role
Full Job Posting
About Plooto
Plooto is a Canada-born fintech company that provides payment services for small and midsized businesses and their accountants.
Role overview
The Strategic Finance Lead partners with teams including GTM and Product to shape decisions rather than only report results.
This is a senior individual-contributor role with no direct reports today; the role works closely with the CFO and has exposure to the CEO, board, and investors.
The position is listed as remote in Canada.
Scope and responsibilities
- Own financial models for supported business areas and explain metric movements, evaluate performance, and recommend actions.
- Forecast GTM subscribers and Product TPV and revenue by product line and payment rail.
- Quantify returns for decisions and investigate spending changes, hypotheses, and experiment performance.
- Help determine where finance partnership will provide the most value as the business grows.
- Build models suited to each business area while connecting them to the central company budget and operating plan.
Systems and finance approach
- Use SQL and live Databricks warehouse pipelines to improve model refresh and reproducibility.
- Help develop more scalable forecasting infrastructure, potentially using an FP&A tool, automation, or a different architecture.
- The team is open to using AI in workflows where it genuinely saves time.
Finance team
The Strategic Finance team includes a Senior Director, a Senior Financial Analyst, and this role.
The Senior Financial Analyst owns the core FP&A engine, company model, actuals, month-end performance analysis, and investor reporting.
The Lead owns function-level models that feed the core FP&A engine; the two areas are expected to form one operating plan.
First-year expectations
The supplied description begins outlining first-year success criteria but ends mid-section, so the complete criteria are unavailable.
Requirements
- Senior individual-contributor scope with ownership of function-level financial models and finance partnership for assigned business areas.
- Ability to analyze financial and business metrics, explain drivers, assess performance, and recommend actions to business partners.
- Ability to build forecasts for GTM subscribers and product-line and payment-rail TPV and revenue.
- Ability to connect function-level models to the central company budget and operating plan.
- Ability to improve forecasting processes through reproducible analysis, automation, and data infrastructure.
- The provided description is truncated before the complete first-year success criteria and any remaining qualifications.
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