The Moment We're In

Visier is at an inflection point. We have a category-leading product, a global customer base, and a growth trajectory that creates real opportunities to accelerate through acquisition. We are building a corporate development function that can identify, evaluate, and execute against those opportunities - and we are looking for the person who will do that work.

This is not a role that was created to have a role. There is a concrete mandate: find the right acquisition targets, build the analytical case, run a rigorous process, and help close deals that make Visier stronger. The work is real, the stakes are real, and the CFO you will work with has both the experience and the appetite to move.

What You'll Do

Build and own the acquisition pipeline. You will define the market map, identify target companies, develop relationships with founders and advisors, and work with external bankers to ensure we are seeing the right opportunities at the right time. You are not waiting for deals to come to you - you are building the system that surfaces them.

Do the financial work. You will build the models - DCF, comparables, precedent transactions, accretion/dilution, scenario analysis. You will stress-test assumptions, pressure-test valuations, and translate complex financial analysis into clear, defensible conclusions. The quality of the analysis is your responsibility.

Run diligence. You will coordinate end-to-end due diligence across financial, commercial, legal, and technical workstreams. You know what you're looking for, you know what a red flag looks like, and you know how to keep a process moving without cutting corners.

Prepare materials that drive decisions. You will write investment memos, opportunity assessments, and deal summaries for the CFO, CEO, and board. The materials you produce need to be clear, rigorous, and opinionated - not a data dump, but a point of view.

Support execution through close. You will be embedded in deal negotiation and transaction execution, working alongside legal, finance, and external advisors to get transactions across the line. You will also support integration planning so that what we buy actually delivers what the model said it would.

Track the market. You will stay close to the competitive landscape, M&A activity, and valuation dynamics in the workforce analytics and HR technology space so that Visier is always operating with current intelligence.

Who You Are

You came up through a deal environment. Whether that was investment banking, private equity, transaction advisory, or in-house corporate development, you have spent meaningful time executing real transactions - not advising on them from a distance, not doing research in support of someone else’s process, but actually in the work. You know what it feels like when a deal is moving well and when it isn’t.

You are analytically rigorous and intellectually honest. You build models that hold up, you find the issues in someone else’s model before they become problems, and you have the confidence to say when the numbers don’t support the thesis - even when people want them to. You are skeptical of received wisdom and comfortable defending a view.

You operate with ownership. You do not wait to be directed. You figure out what needs to happen next and you make it happen. You are comfortable with ambiguity, you manage your own workload without hand-holding, and when something falls through the cracks, you treat that as your failure to fix, not someone else’s.

You communicate clearly and work well with senior people. You write well. You present crisply. You can hold a conversation with a CFO, a CEO, or a founder without losing credibility - not because you perform confidence, but because you actually know what you’re talking about.

You are here to do the work, not to be seen doing it. We are a data-driven, substance-first organization. The right candidate is drawn to this role because of the quality of the mandate and the caliber of the people they will work with - not because it offers a platform or a title.

What We're Looking For

• 2–6 years of experience in investment banking, private equity, transaction advisory, or in-house corporate development, with hands-on deal execution across the full transaction lifecycle.
• Strong financial modeling skills - you build from scratch, you know where models break, and you can explain the output clearly to a non-technical audience.
• Experience running or coordinating due diligence processes, including financial statement analysis and commercial assessment.
• Demonstrated ability to prepare executive-level materials: investment memos, opportunity assessments, board presentations.
• Track record of working independently and managing multiple workstreams without close supervision.
• Experience in software, SaaS, or technology M&A is a meaningful advantage.
• CFA, CPA, or equivalent financial credential is an asset, not a requirement.

A Note on Fit

Visier is a cerebral, substance-first organization. We value intellectual rigor, directness, and the kind of confidence that doesn’t need to announce itself. We are a company that sells workforce intelligence - we hold our own people decisions to the same standard as the product.

This role will suit someone who wants to do genuinely hard, consequential work - someone who finds the analytical and commercial complexity of M&A intrinsically interesting, not just professionally useful. If you are looking for a high-visibility platform or a stepping stone to something more senior, this is probably not the right fit. If you are looking for a place where the quality of your thinking will matter more than your title, it might be exactly right.

Visier is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

🌱 Most importantly, you share our values…

• You roll up your sleeves
• You make it easy
• You are proud
• You never stop learning
• You play to win

🚀 How we work & what we offer...

• Annual company All Hands in Vancouver, our entire organization travels to our Vancouver HQ for a week of team building, learning and breakout sessions
• Competitive salary, and top-tier health and wellness benefits
• Stock options and/or bonus based on your role, location, and employment type

Benefits and working arrangements may vary depending on your seniority, location and employment type. The compensation offered will be determined by factors such as relevant qualifications, experience, knowledge and skills. Many of our positions are eligible for additional types of compensation (e.g., commission plans, bonus, etc.) which our Talent Acquisition team will share with you if you interview for the role.

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We're looking for a passionate and analytically minded professional to join the Strategic Finance team to support the growth of Affirm’s top-line in revenue streams with large business-to-business (“B2B”) merchant partners. Strategic Finance is responsible for driving company strategy, empowering executive decision making with real time forecasts and analytics, and guiding the company towards achieving its goals. This high impact, highly visible role sits on the Revenue Finance group, a scrappy, tight-knit team with outsized cross-functional impact and ownership. The ideal candidate will not only have superb technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.

What you'll do

• Partner with cross functional leaders (i.e. Product, Growth Analytics, Credit, Revenue and, Merchant Pricing) to drive business outcomes through strategic and analytic support

• Build and maintain financial models to forecast, reconcile, and describe variances for our gamut of metrics

• Collaborate with our ML modeling team to marry your modeling with aggregated ML forecasts

• Establish top-line performance metrics and targets, analyze and report realized financial performance to Executives and other company leaders, and drive accountability for results

• Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption

What we look for

• Passion and drive to disrupt the lending and financial industry for the better

• Strong sense of ownership, intention, intellectual curiosity, and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment

• 2+ years experience in fast-paced analytical roles (strategic finance, investment banking, consulting, data science, analytics, etc.)

• Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports

• High attention to detail but an equally important ability to see the big picture and evaluate analyses with strategic business context

• Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and be front and center with company executives

• Curiosity to build things (processes, models, etc.) with/for/around AI

• Experience with merchant payments and/or providing analytical support to B2B client relationship and sales teams a plus 

• Excellent working proficiency in excel (you should be prepared for a financial model case study), and comfort with SQL, Sigma, Cursor and/or other data visualization tools; Python knowledge a plus

Pay Grade - I
Equity Grade - 3

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). In addition, the employees may be eligible for equity rewards offered by Affirm Holdings, Inc. (parent company).

CAN base pay range per year: $90,000 - $130,000

#LI-Remote

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We're looking for a passionate and analytically minded professional to join the Strategic Finance team to support the growth of Affirm’s top-line in revenue streams with large business-to-business (“B2B”) merchant partners. Strategic Finance is responsible for driving company strategy, empowering executive decision making with real time forecasts and analytics, and guiding the company towards achieving its goals. This high impact, highly visible role sits on the Revenue Finance group, a scrappy, tight-knit team with outsized cross-functional impact and ownership. The ideal candidate will not only have superb technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.

What you'll do

• Partner with cross functional leaders (i.e. Product, Growth Analytics, Credit, Revenue and, Merchant Pricing) to drive business outcomes through strategic and analytic support

• Build and maintain financial models to forecast, reconcile, and describe variances for our gamut of metrics

• Collaborate with our ML modeling team to marry your modeling with aggregated ML forecasts

• Establish top-line performance metrics and targets, analyze and report realized financial performance to Executives and other company leaders, and drive accountability for results

• Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption

What we look for

• Passion and drive to disrupt the lending and financial industry for the better

• Strong sense of ownership, intention, intellectual curiosity, and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment

• 2+ years experience in fast-paced analytical roles (strategic finance, investment banking, consulting, data science, analytics, etc.)

• Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports

• High attention to detail but an equally important ability to see the big picture and evaluate analyses with strategic business context

• Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and be front and center with company executives

• Curiosity to build things (processes, models, etc.) with/for/around AI

• Experience with merchant payments and/or providing analytical support to B2B client relationship and sales teams a plus 

• Excellent working proficiency in excel (you should be prepared for a financial model case study), and comfort with SQL, Sigma, Cursor and/or other data visualization tools; Python knowledge a plus

Pay Grade - I
Equity Grade - 4

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

USA base pay range (CA, WA, NY, NJ, CT) per year: $115,000 - $155,000
USA base pay range (all other U.S. states) per year: $102,000 - $142,000

Please note that visa sponsorship is not available for this position.

#LI-Remote

Overview

About the Role 

Instacart’s Strategic Finance team partners across the company to drive clarity, allocate resources, and accelerate growth. We are seeking an experienced Senior Financial Analyst to join our Strategic Finance org supporting Instacart Business & Health – Instacart’s longer-term investment areas focused on empowering businesses and improving health outcomes through food access.

In this role, you will leverage data-driven insights to provide strategic guidance, identify new opportunities, and enhance decision-making within the Instacart Business team. Your work will directly impact our growth strategy and contribute to Instacart Business’s long-term vision of accelerating technology adoption across the entire food and beverage supply chain.

This is a rare opportunity to build from first principles while also scaling what works—ideal for someone who thrives in ambiguity, enjoys rolling up their sleeves, and wants to make a tangible impact on Instacart’s next phase of growth. 

About the Team

The Strategic Finance team is an integral thought partner to Instacart's core functional leaders, providing essential support for strategic, financial/investment, and product decision-making. We serve as a point of connection between teams, facilitating collaboration, idea sharing, and alignment to achieve our desired business outcomes.

About the Job

• Serve as the primary strategic finance business partner for Instacart Business and Instacart Health, becoming an expert by gaining a deep understanding of how we drive growth and solve user problems.
• Partner with and influence Instacart leadership (Product/Eng, Data Science, Sales/Commercial teams and C-suite) to develop high-level strategy, formulate business plans, pricing, and evaluate resourcing and profitability trade-offs.
• Work on business problems that involve uncertainty, bringing structure, data, and sound judgment to propose a clear and executable plan.
• Produce executive-ready narratives and materials for business reviews, planning cycles, and leadership updates; communicate complex analyses with clarity and conviction.
• Facilitate strategic planning in collaboration with cross-functional partners, sizing new opportunities, prioritizing initiatives, and implementing performance measurement processes.
• Proactively identify opportunities to automate and improve reporting and planning processes, including exploring AI-enabled workflows to increase speed and accuracy.

About You

Minimum Qualifications

• 4+ years of experience in strategic finance, corporate finance, business operations, investment banking, management consulting, or private equity.
• Bachelor’s degree in Finance, Economics, Business, Engineering, Mathematics, or a related field.
• Advanced financial modeling in Excel or Google Sheets; demonstrated ability to build models and reporting from scratch.
• Proficiency with SQL and BI tools (e.g., Looker, Tableau) to self-serve analysis and automate reporting; experience leveraging AI or scripting to streamline workflows.
• Self-starter with the ability to quickly respond to problems independently and proactively address conflicting stakeholder requirements to achieve creative compromise.
• Strong written and verbal communication skills with a track record of producing executive-ready materials.
• Ability to operate in a fast-paced, rapidly changing environment while managing multiple priorities and meeting tight deadlines.

Preferred Qualifications

• Masters degrees in business and/or a quantitative discipline (e.g. economics, statistics) and background in marketplace or early stage companies are a plus.
• Preferred location is San Francisco Bay Area or New York City; remote candidates within the United States and Canada are welcome to apply.

#LI-Remote

Overview

Instacart’s Strategic Finance team partners across the company to drive clarity, decisions, and results. Within our Growth pillar, we lead forecasting and insights for our Core grocery business. We are hiring a Senior Strategic Financial Analyst to own topline forecasting, deepen understanding of revenue and unit economics, and translate insights into actions that accelerate growth.

In this role, you’ll join a small, high-impact team within a 25-person Strategic Finance org. You’ll partner closely with Product, Marketing, Business Development, and Data Science, and you’ll regularly develop materials for and engage with senior leadership. If you thrive on rolling up your sleeves, diving into data, and shaping strategy with executive stakeholders, this role offers meaningful scope and visibility. 

This is a remote role open to candidates across the U.S. and Canada; West Coast time zone preference is helpful but not required.

About the Job

• Own topline forecasting for Instacart’s Core grocery business, building and maintaining driver-based models that clearly tie to business performance and operational levers.
• Lead proactive deep dives on revenue and unit economics (e.g., LTV, CAC, conversion, AOV, contribution margin) to identify growth opportunities, surface risks, and recommend experiments that improve forecast accuracy and business outcomes.
• Partner cross-functionally with Product, Marketing, Business Development, and Data Science to align assumptions, improve data quality, instrument new metrics, and operationalize insights into roadmaps.
• Develop executive-ready materials for leadership, including narrative memos, dashboards, and scenario/sensitivity analyses that inform strategic priorities, resource allocation, and trade-off decisions.
• Own initiative reporting across marketing, product, and enterprise programs; standardize measurement, track incremental impact, and ensure clear readouts for weekly growth reviews, monthly business reviews, and ad hoc deep dives.
• Collaborate with other Strategic Finance teams to assess the impact of retailer, supply, and marketing initiatives on Core business performance; support investor relations, Board materials, and company-wide Planning.
• Continuously refine and automate models and reporting to improve speed, accuracy, and decision-making, balancing near-term deliverables with long-term scalability.

About You

Minimum Qualifications

• 3+ years of experience in strategic finance/FP&A, investment banking, or management consulting.
• Bachelor’s degree in Finance, Economics, Business, Engineering, Mathematics, or a related quantitative field.
• Advanced proficiency in Excel or Google Sheets, including building driver-based financial models, revenue forecasts, and scenario/sensitivity analyses.
• Experience preparing and presenting executive-ready materials to VP/C-suite stakeholders, with the ability to distill complex data into clear business narratives.
• Track record of owning end-to-end forecasting and performance reporting for a product line, business segment, or revenue stream.

Preferred Qualifications

• Experience in a two-sided marketplace or consumer internet business (e.g., on-demand, e-commerce, advertising, or subscription models).
• Proficiency with SQL for self-serve analysis; familiarity with BI tools such as Looker or Tableau.
• Experience partnering cross-functionally to define metrics, align on assumptions, evaluate experiments, and operationalize insights.
• Background creating materials for Board meetings, investor relations, and quarterly/monthly business reviews in a high-growth environment.
• MBA, CFA, or other relevant advanced credential.
• Ability to collaborate effectively across time zones; availability to align to West Coast hours when needed is a plus.

#LI-Remote

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive.

We are looking for a Finance Manager to support our Global Growth & Strategic Planning team. This role will be located in our Toronto office. The ideal candidate will bring natural curiosity, financial rigor, and a continuous improvement mindset to the team driving financial analysis in support of strategic decision making at Lyft. This finance partner will have the opportunity to work in a team that will support, inform and influence decisions that can have a real impact on the P&L and can truly help shape Lyft’s future.

Responsibilities

• Long-range plan: Build and own a sophisticated, multi-year, full company model that quantifies Lyft's financial potential, and serve as the connective tissue between corporate strategy and LOB P&L owners.  Bridge the tops-down model to the bottoms-up plans that each business unit develops.  Surface the opportunities, risks, and trade-offs. 
• Annual plan: Translate the Long-Range Plan into Annual Plan targets by line of business, construct a defensible long-range plan to annual plan bridge, and assist in creating durable line of business accountability against external financial commitments.
• Competitive intelligence: Produce strategic intelligence briefs following competitor earnings or other announcements.  Reverse-engineering metrics to produce shadow P&Ls while integrating sell-side investment research.  Creating forward-looking financial metrics and illuminating actionable insights for the leadership team.
• Ad hoc analysis: Lead financial analysis for ad-hoc strategic projects and executive requests, often under tight timelines and with incomplete information.  Prepare executive-ready presentations that distill sophisticated financial analysis into clear recommendations for the leadership team

Experience:

• 5+ years in investment banking, management consulting, strategic finance, or corporate finance, with demonstrated financial modeling excellence
• Strong business acumen with ability to connect financial metrics to underlying business drivers and competitive dynamics
• Experience building financial models from scratch, P&Ls, cash flow projections, scenario analyses, sensitivity tables
• Comfort operating in ambiguity: structuring loosely-defined problems, making defensible assumptions, and driving to decisions with imperfect information
• Excellent communication skills with ability to tailor messaging for different audiences, from technical finance teams to executive leadership
• Strong attention to detail and ability to deliver accurate, high-quality work while managing competing priorities in a fast-paced environment
• Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
• Preferred
• 2+ years in equity research, consulting, investment banking, or private equity with experience building and maintaining complex financial models. 
• MBA or CFA designation
• Deep familiarity with rideshare, mobility, or marketplace business models 
• Established framework for competitive intelligence, tracking competitor disclosures, reverse-engineering metrics, synthesizing market trends
• Experience supporting long-range planning processes at high-growth companies

Benefits:

• Extended health and dental coverage options, along with life insurance and disability benefits
• Mental health benefits
• Family building benefits
• Child care and pet benefits
• Access to a Lyft funded Health Care Savings Account
• RRSP plan with company match to help save for your future
• In addition to provincial observed holidays, salaried team members are covered under Lyft's flexible paid time off policy. The policy allows team members to take off as much time as they need (with manager approval). Hourly team members get 15 days paid time off, with an additional day for each year of service 
• Lyft is proud to support new parents with 18 weeks of paid time off, designed as a top-up plan to complement provincial programs. Biological, adoptive, and foster parents are all eligible.
• Subsidized commuter benefits and Lyft ride credits

Lyft is committed to creating an inclusive workforce that fosters belonging. Lyft believes that every person has a right to equal employment opportunities without discrimination because of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, marital status, family status, disability, pardoned record of offences, or any other basis protected by applicable law or by Company policy. Lyft also strives for a healthy and safe workplace and strictly prohibits harassment of any kind.  Accommodation for persons with disabilities will be provided upon request in accordance with applicable law during the application and hiring process. Please contact your recruiter if you wish to make such a request.

Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule — Team Members will be expected to work in the office at least 3 days per week, including on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid

The expected base pay range for this position in the Toronto area is CAD $145,000 - CAD $181,250, not inclusive of potential equity offering, bonus or benefits. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process.

Lyft may use artificial intelligence to screen applicants, however, Lyft employees make the ultimate selection and hiring decisions.

This job fills an existing vacancy.

What we’re looking for

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• Drive Strategic Planning: Lead the annual budgeting and monthly forecasting cycles for G&A functions to ensure departmental resources and headcount align with company-wide financial targets.
• Architect Financial Models: Build sophisticated, scalable models to evaluate new business initiatives, cost-saving opportunities, and the ROI of long-term strategic investments.
• Deliver Executive Insights: Synthesize complex datasets into clear, concise presentations that translate financial metrics into strategic recommendations for the leadership team.
• Optimize Systems and Processes: Partner with cross-functional teams to automate reporting workflows and enhance the data integrity of our ERP and financial planning tools.
• Manage Collaborative Projects: Oversee end-to-end financial workstreams, ensuring all stakeholders are aligned on project milestones and fiscal objectives.

We’d love to hear from people with

• Professional Experience: 3+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Industry Knowledge: Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Technical Proficiency: Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• Analytical Rigor: A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

SurveyMonkey believes in-person collaboration is valuable for building relationships, fostering community, and enhancing our speed and execution in problem-solving and decision-making. As such, this opportunity is hybrid and requires you to work from the SurveyMonkey office in Heredia 2 days per week.

Please apply using an English version of your resume/CV.

#LI - Hybrid

What we’re looking for

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• Drive Strategic Planning: Lead the annual budgeting and monthly forecasting cycles for G&A functions to ensure departmental resources and headcount align with company-wide financial targets.
• Architect Financial Models: Build sophisticated, scalable models to evaluate new business initiatives, cost-saving opportunities, and the ROI of long-term strategic investments.
• Deliver Executive Insights: Synthesize complex datasets into clear, concise presentations that translate financial metrics into strategic recommendations for the leadership team.
• Optimize Systems and Processes: Partner with cross-functional teams to automate reporting workflows and enhance the data integrity of our ERP and financial planning tools.
• Manage Collaborative Projects: Oversee end-to-end financial workstreams, ensuring all stakeholders are aligned on project milestones and fiscal objectives.

We’d love to hear from people with

• Professional Experience: 2+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Industry Knowledge: Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Technical Proficiency: Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• Analytical Rigor: A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

The base pay provided for this position ranges from CAD $68,595.00 / year - $80,700.00 / year depending on the geographic market and assuming a full-time schedule. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.

Bonuses may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; RRSP matching; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. 

This opening is for an existing vacancy.

#LI-remote

What we’re looking for

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• Drive Strategic Planning: Lead the annual budgeting and monthly forecasting cycles for G&A functions to ensure departmental resources and headcount align with company-wide financial targets.
• Architect Financial Models: Build sophisticated, scalable models to evaluate new business initiatives, cost-saving opportunities, and the ROI of long-term strategic investments.
• Deliver Executive Insights: Synthesize complex datasets into clear, concise presentations that translate financial metrics into strategic recommendations for the leadership team.
• Optimize Systems and Processes: Partner with cross-functional teams to automate reporting workflows and enhance the data integrity of our ERP and financial planning tools.
• Manage Collaborative Projects: Oversee end-to-end financial workstreams, ensuring all stakeholders are aligned on project milestones and fiscal objectives.

We’d love to hear from people with

• Professional Experience: 2+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Industry Knowledge: Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Technical Proficiency: Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• Analytical Rigor: A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

The base pay provided for this position ranges from CAD $68,595.00 / year - $80,700.00 / year depending on the geographic market and assuming a full-time schedule. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.

Bonuses may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; RRSP matching; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. 

This opening is for an existing vacancy.

SurveyMonkey believes in-person collaboration is valuable for building relationships, fostering community, and enhancing our speed and execution in problem-solving and decision-making. As such, you will be required to work from our Ottawa office up to 1 day per week.

#LI-Hybrid

Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. 

From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond.

Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at Upwork.com and follow us on LinkedIn, Facebook, Instagram, TikTok, and X; and learn more about Lifted at Go-Lifted and follow on LinkedIn.

Senior Financial Analyst, Corporate FP&A 

The Corporate Financial Planning & Analysis team partners closely with the VP of Finance, CFO, and executive leadership to shape Upwork’s financial strategy and long-term direction. As a Senior Analyst based in our Toronto hub, you will play a critical role in owning monthly and quarterly forecasting for the corporate balance sheet and cash flow statements. This is a highly visible position with regular exposure to senior leadership, where your structured thinking, financial rigor, and clear communication will directly influence decision-making at the highest levels of the company.

In this role, you will lead forecasting and analysis across fixed assets, intangible assets, equity and share-based compensation, integrated cash flows, and provisions for transaction losses. You will translate complex financial data into clear insights and executive-ready materials, including monthly forecast presentations and quarterly Board of Directors decks. Working from our Toronto hub, you will collaborate cross-functionally with global stakeholders while contributing to a strong local finance presence and community.

Responsibilities

• Own end-to-end monthly and quarterly forecasting for the corporate balance sheet and cash flow statements, ensuring accuracy, timeliness, and alignment with company targets
• Lead variance analysis against budget and prior forecasts, delivering clear insights and actionable recommendations to executive stakeholders
• Develop and maintain financial models across fixed assets, intangible assets, equity and share-based compensation, integrated cash flows, and transaction loss provisions
• Prepare executive-ready reporting, including monthly forecast presentations and quarterly Board of Directors materials, with concise commentary on key drivers, risks, and opportunities
• Partner cross-functionally with Accounting, Investor Relations, Tax, and business leaders to ensure consistency between actuals, forecasts, and long-term plans
• Leverage AI tools to streamline reporting, summarize complex data sets, and enhance forecasting efficiency, while reviewing outputs for accuracy and financial integrity
• Identify and implement process improvements in forecasting workflows that increase scalability, transparency, and operational effectiveness

What it takes to catch our eye

• 2 to 4 years of experience in FP&A, investment banking, consulting, or a related analytical role with exposure to public company financials
• Strong financial acumen with demonstrated experience analyzing 10-Ks, balance sheets, and cash flow statements in a public company or SaaS environment
• Advanced Excel and financial modeling skills, with a structured approach to problem solving and comfort navigating ambiguity
• Clear and concise communication skills, with experience preparing materials for senior leadership or executive audiences
• Demonstrated ability to use AI tools to support financial analysis, reporting, or planning workflows, applying structured prompting and reviewing outputs critically to ensure accuracy and relevance

Come change how the world works.

Upwork is establishing an operational hub in Toronto, Canada. The new office is expected to be fully operational by Q4 2026. This role will require 3 days in office once we have an office open.

This position will initially be employed through a partner to ensure a seamless hiring process while we establish the hub. Once the hub is established, there may be opportunities to transition to employment with Upwork, depending on business needs and other requirements. While employed by the partner, you’ll work as part of Upwork’s team, with access to our resources, culture, and growth opportunities.

Our partner will offer competitive benefits. When Upwork’s hub is established, we will be excited to offer employment and benefits directly as business needs require. 

Upwork is committed to building a diverse, inclusive, and equitable workforce. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or any other status protected by applicable law.

We use BrightHire, an AI-enabled tool, to record interviews and summarize interview transcripts. The tool allows the interviewer to focus on the discussion and does not score or evaluate candidates or make recommendations. The interview transcripts are reviewed, and decisions are only made by humans. Candidates who prefer not to have their interview recorded through BrightHire can opt out when the interview is scheduled.

To learn more about how Upwork processes and protects your personal information as part of the application process, please review our Global Job Applicant Privacy Notice and the Applicant Privacy Addendum (Canada). 

Why Join Exadel

We’re an AI-first global tech company with 25+ years of engineering leadership, 2,000+ team members, and 500+ active projects powering Fortune 500 clients, including HBO, Microsoft, Google, and Starbucks.

From AI platforms to digital transformation, we partner with enterprise leaders to build what’s next.
What powers it all? Our people are ambitious, collaborative, and constantly evolving.

About the Client

A leading wholesale bank providing capital markets, investment banking, and advisory services worldwide. Recently expanded into a top-tier research platform, the firm focuses on high-growth sectors like technology and healthcare. It integrates advanced AI for market analysis and risk management to serve thousands of professionals across global markets.

What You’ll Do

• Build and enhance backend systems for processing financial and liquidity data
• Implement complex business logic and data transformations
• Work with large datasets, ensuring data accuracy, integrity, and consistency
• Develop scalable, high-performance services using Scala
• Collaborate with cross-functional teams across business, data, and technology
• Contribute to system design, architecture discussions, and engineering best practices

What You Bring

• 5–7 years of backend development experience
• Strong hands-on experience with Scala (core requirement)
• Advanced SQL skills, including complex queries, joins, and data manipulation
• Experience working with transactional and data-heavy systems
• Solid computer science fundamentals (data structures, algorithms, system design)
• Ability to write clean, maintainable, and scalable code
• Experience working across distributed systems and data processing pipelines

Nice to have

• Experience within Capital Markets or financial services
• Exposure to liquidity or regulatory reporting systems

English level

Upper-Intermediate

Legal & Hiring Information

• Compensation Transparency: The expected compensation range for this role is $130-145/hr CAD, with eligibility for commission, bonus, or other incentive compensation where applicable. Actual compensation will be determined based on experience, skills, qualifications, geographic location within Canada, and business needs.
• Position Status: This posting is for a newly created position
• Location Eligibility: This role is open to candidates residing in Canadian provinces, excluding Quebec.
• Experience Requirements: We welcome applicants with relevant experience regardless of where it was obtained. Canadian work experience is not required.
• Use of Artificial Intelligence in Hiring: We may use automated tools or artificial intelligence systems to support the screening, assessment, or selection of applicants as part of our hiring process.
• Benefits Summary: Canadian employees are eligible to participate in Exadel’s benefits programs, which may include extended health, dental and vision coverage; life and disability insurance; retirement savings programs; paid time off; paid holidays; and other wellness or voluntary benefit programs, subject to plan terms and eligibility requirements.
• Equal Employment Opportunity: Exadel is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, family status, or any other protected characteristic under applicable provincial human rights legislation.
• Accessibility and Accommodation: We are committed to providing accommodations throughout the recruitment process in accordance with applicable accessibility and human rights legislation. If you require accommodation at any stage of the hiring process, please contact us. 

Exadel Culture

We lead with trust, respect, and purpose. We believe in open dialogue, creative freedom, and mentorship that helps you grow, lead, and make a real difference. Ours is a culture where ideas are challenged, voices are heard, and your impact matters.

Location: Toronto (preferred)

Work Model: 4 days onsite per week

Why Join Exadel

We’re an AI-first global tech company with 25+ years of engineering leadership, 2,000+ team members, and 500+ active projects powering Fortune 500 clients, including HBO, Microsoft, Google, and Starbucks.

From AI platforms to digital transformation, we partner with enterprise leaders to build what’s next.
What powers it all? Our people are ambitious, collaborative, and constantly evolving.

About the Client

A leading wholesale bank providing capital markets, investment banking, and advisory services worldwide. Recently expanded into a top-tier research platform, the firm focuses on high-growth sectors like technology and healthcare. It integrates advanced AI for market analysis and risk management to serve thousands of professionals across global markets.

What You’ll Do

• Build and enhance backend systems for processing financial and liquidity data
• Implement complex business logic and data transformations
• Work with large datasets, ensuring data accuracy, integrity, and consistency
• Develop scalable, high-performance services using Scala
• Collaborate with cross-functional teams across business, data, and technology
• Contribute to system design, architecture discussions, and engineering best practices

What You Bring

• 5–7 years of backend development experience
• Strong hands-on experience with Scala (core requirement)
• Advanced SQL skills, including complex queries, joins, and data manipulation
• Experience working with transactional and data-heavy systems
• Solid computer science fundamentals (data structures, algorithms, system design)
• Ability to write clean, maintainable, and scalable code
• Experience working across distributed systems and data processing pipelines

Nice to have

• Experience within Capital Markets or financial services
• Exposure to liquidity or regulatory reporting systems

English level

Upper-Intermediate

Legal & Hiring Information

• Compensation Transparency: The expected compensation range for this role is $130-145/hr CAD, with eligibility for commission, bonus, or other incentive compensation where applicable. Actual compensation will be determined based on experience, skills, qualifications, geographic location within Canada, and business needs.
• Position Status: This posting is for a newly created position
• Location Eligibility: This role is open to candidates residing in Canadian provinces, excluding Quebec.
• Experience Requirements: We welcome applicants with relevant experience regardless of where it was obtained. Canadian work experience is not required.
• Use of Artificial Intelligence in Hiring: We may use automated tools or artificial intelligence systems to support the screening, assessment, or selection of applicants as part of our hiring process.
• Benefits Summary: Canadian employees are eligible to participate in Exadel’s benefits programs, which may include extended health, dental and vision coverage; life and disability insurance; retirement savings programs; paid time off; paid holidays; and other wellness or voluntary benefit programs, subject to plan terms and eligibility requirements.
• Equal Employment Opportunity: Exadel is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, family status, or any other protected characteristic under applicable provincial human rights legislation.
• Accessibility and Accommodation: We are committed to providing accommodations throughout the recruitment process in accordance with applicable accessibility and human rights legislation. If you require accommodation at any stage of the hiring process, please contact us. 

Exadel Culture

We lead with trust, respect, and purpose. We believe in open dialogue, creative freedom, and mentorship that helps you grow, lead, and make a real difference. Ours is a culture where ideas are challenged, voices are heard, and your impact matters.

Location: Toronto (preferred)

Work Model: 4 days onsite per week

Job Profile:

This is an exciting opportunity to become a key contributor of a lean, high-energy, high-volume M&A team. The core activities will resemble that of a technology-focused corporate development team or private equity firm. The Associate will take on critical functions within the deal origination, diligence, and transaction processes, and will have a measurable impact on the organization. The experience will be unique and rewarding with the Associate being exposed to new industries, business models, valuation methods, research techniques, C-level executives.

Responsibilities:

• Collaborate with Banyan’s M&A and the executive team to source and evaluate acquisitions.
• Lead conversations with owners, advisors, and bankers with the highest level of professionalism and integrity.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for board approval; and crafting integration strategy.
• Manage diligence processes and engage with internal/ external legal, technology, HR, and tax.
• Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications for success:

• Strong academic record from a competitive institution with a degree in Business or Finance
• Minimum 4 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development or a software-specific industry.
• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• Advanced written and verbal communication skills with the ability to converse with senior executives.
• Ambitious career goals with the ability to work flexible hours to grow within a fast-growing organization.
• A strong understanding of technology and a passion for the software industry.

The expected base salary for this position is: CAD $100,000 - $130,000 excluding annual bonus and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

Job Profile:

This is an exciting opportunity to become a key contributor of a lean, high-energy, high-volume M&A team. The core activities will resemble that of a technology-focused corporate development team or private equity firm. The Analyst will take on critical functions within the deal origination, diligence, and transaction processes, and will have a measurable impact on the organization. The experience will be unique and rewarding with the Analyst being exposed to new industries, business models, valuation methods, research techniques, C-level executives.

Responsibilities:

• Collaborate with Banyan’s M&A and the executive team to source and evaluate acquisitions.
• Lead conversations with owners, advisors, and bankers with the highest level of professionalism and integrity.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for board approval; and crafting integration strategy.
• Manage diligence processes and engage with internal/ external legal, technology, HR, and tax.
• Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications for success:

• Strong academic record from a competitive institution with a degree in Business or Finance
• Minimum 2 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development or a software specific industry.
• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• Advanced written and verbal communication skills with the ability to converse with senior executives.
• Ambitious career goals with the ability to work flexible hours to grow within a fast-growing organization.
• A strong understanding of technology and a passion for the software industry.

The expected base salary for this position is: CAD $70,000 - $110,000 excluding annual bonus and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

The Opportunity

This is the operational core of our global Finance function. You will own the close, the consolidation, the audit, and the reporting rhythm that turn a growing portfolio of acquired software companies into a coherent whole.

Banyan acquires vertical software businesses and holds them permanently. We don’t buy to flip. We buy to grow. That permanence shapes how we build Finance: it rewards investment in process, systems, and people that compound over years. You will inherit a function in motion, healthy and growing, and set the trajectory for the next layer of operational maturity across HQ and the operating companies.

You will lead a team across Controllership, Global Payroll, and ERP & Reporting, partner closely with FP&A, Tax, and Treasury at HQ, and work directly with Finance Directors at the operating companies.

Why Banyan

• A permanent-hold model changes how Finance is built. Most controllership leaders inherit a function being optimized for a sale or transition. Here, you’re building for the long arc: maturing close, consolidation, and reporting practices that compound with every acquisition we add. The work you do this year is still relevant five years from now.
• Real scale, real complexity, real velocity. Many legal entities globally. A growing collection of vertical software businesses, each with its own data and accounting nuances, rolling up into one coherent group. Acquisitions flow through the close on a regular cadence.
• Direct partnership with the CFO. You’ll operate as a thought partner, not a back-office function. The CFO is looking for someone who can translate the numbers into narrative, surface implications, and bring discipline to how Finance shows up across the group.

What You Own

• The global close and consolidation cycle. Own the monthly close across HQ and operating companies under US GAAP. The current close runs about ten days; the working target is five. You will set the path to get there, holding integrity as the floor.
• The year-end audit. Manage the external audit relationship and deliver a cleanly run year-end. Coordinate audit asks across HQ and operating companies. Hold the function to a standard an auditor can lean into.
• Group-level technical accounting. Bring deep US GAAP fluency, particularly around software industry topics. Translate technical positions into practical, operational outcomes. Partner with the CFO on judgment calls that need an executive view. You understand the grey, not just the rule.
• Standardization across operating companies. Partner with OpCo Finance Directors to align chart of accounts, reporting packages, close timelines, and day-to-day accounting practice as we continue to migrate operating companies onto a common ERP environment. Bring coherence without flattening what makes each business work locally.
• Controllership, Payroll, ERP & Reporting, and AR / AP leadership. Lead a team of approximately ten, including a Director of Controllership, a Director of Global Payroll, and a Head of ERP & Reporting. Hire, develop, and stretch the team. Build a culture of delegation, ownership, and accountability so the function scales without you becoming the bottleneck.
• HQ Finance partnership. Work alongside the VP, FP&A on reporting infrastructure; with Tax on compliance cadence; and with Treasury on cash and FX support. Bring connective tissue.
• Systems and automation. NetSuite is the group ERP, with adjacent close-management, AP, and expense tooling in place. Identify and introduce automation, AI, and system enhancements that create efficiency as the portfolio scales.
• Acquisition integration. Integrate newly acquired operating companies into the close and reporting rhythm. Make onboarding repeatable.

Who You Are

• An experienced controllership leader. 12+ years of progressive controllership experience, including approximately 5+ years in a senior Controllership role.
• Public-company-grade reporting rigor. You've operated in an environment where audit, internal controls, and disclosure discipline are taken seriously. Whether at a public company, a PE-backed platform with audited GAAP financials, or a leveraged credit reporting to an institutional lender group. Public-company background is welcome.
• Multi-entity, multi-currency, multi-jurisdiction consolidation. Required. You've owned a consolidation across 100+ legal entities, many currencies, and multiple jurisdictions. You know what breaks first when an acquisition lands in the close, and you know how to fix it permanently.
• A Big 4 (or comparable firm) foundation. Required. Big 4, or a strong, reputable firm equivalent.
• Software industry experience. Required. Either in-industry or as a software-focused practice at a public-accounting firm.
• Hands-on NetSuite experience. Required. NetSuite is the group ERP. We need someone who has worked in it directly, not someone planning to learn it on the job.
• Strong on technical accounting, with commercial sense. Deep US GAAP applied to software industry topics. You navigate technical positions and audit requirements fluently, and you balance the technical view with what is practical and operational.
• An “altitude” leader. You move from the close-cycle detail to the implications conversation with the CFO without losing either. You tease out the “so what”: not just what the numbers say, but what they mean and what should change because of them.
• A team leader who empowers and trusts. You hire well, develop people, hold a high bar, and run a team without needing to be in the middle of every detail.
• Humble and collaborative. Ego doesn’t show up in the work. You partner across functions without elbows.
• Energized by execution. You drive things to done. You don’t wait for a perfect playbook before you move. The pace is real, and it’s a reason strong operators thrive here.
• Intellectually curious about AI and automation. You evaluate tools. You bring an early-adopter mindset, even if you haven’t yet led a transformation program. AI is helpful here, not critical.

Strongly Preferred

• Private equity-backed, holdco, or serial-acquirer environment.
• Track record leading or supporting Finance systems improvements: NetSuite migrations or expansions, close-management tool implementations, AI-enabled tooling.
• Acquisition integration experience: volume of integrations matters more than complexity of any single deal.
• Experience compressing a close cycle.
• Global team experience, including managing or partnering with offshore teams

Location & Compensation

• Location: Toronto, ON, Canada (hybrid - 3 days / week in-office)
• Travel: periodic (~10%)
• Compensation: CAD $200,000-$250,000 base salary, excluding annual bonus and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

This position is for an active vacancy.

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We're looking for a passionate and analytically minded professional to join the Strategic Finance team to support the growth of Affirm’s topline revenue streams with large business-to-business (“B2B”) merchant partners. Strategic Finance is responsible for driving company strategy, empowering executive decision making with real time forecasts and analytics, and guiding the company towards achieving its goals. This high impact, highly visible role sits on the Revenue Finance group, a scrappy, tight-knit team with outsized cross-functional impact and ownership. The ideal candidate will not only have superb technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.

What you'll do

• Partner with cross functional leaders (i.e. Product, Growth Analytics, Credit, Revenue and, Merchant Pricing) to drive business outcomes through strategic and analytic support

• Build and maintain financial models to forecast, reconcile, and describe variances for our gamut of metrics

• Collaborate with our ML modeling team to marry your modeling with aggregated ML forecasts

• Establish top-line performance metrics and targets, analyze and report realized financial performance to Executives and other company leaders, and drive accountability for results

• Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption

What we look for

• Passion and drive to disrupt the lending and financial industry for the better

• Strong sense of ownership, intention, intellectual curiosity, and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment

• 5+ years experience in fast-paced analytical roles (strategic finance, investment banking, consulting, data science, analytics, etc.)

• Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports

• High attention to detail but an equally important ability to see the big picture and evaluate analyses with strategic business context

• Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and be front and center with company executives

• Curiosity to build things (processes, models, etc.) with/for/around AI

• Building contextual models / files a plus

• Experience with merchant payments and/or providing analytical support to B2B client relationship and sales teams a plus 

• Excellent working proficiency in excel (you should be prepared for a financial model case study), and comfort with SQL, Looker and/or other data visualization tools; Python knowledge a plus

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We're looking for a passionate and analytically minded professional to join the Strategic Finance team to support the growth of Affirm’s topline revenue streams with large business-to-business (“B2B”) merchant partners. Strategic Finance is responsible for driving company strategy, empowering executive decision making with real time forecasts and analytics, and guiding the company towards achieving its goals. This high impact, highly visible role sits on the Revenue Finance group, a scrappy, tight-knit team with outsized cross-functional impact and ownership. The ideal candidate will not only have superb technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.

What you'll do

• Partner with cross functional leaders (i.e. Product, Growth Analytics, Credit, Revenue and, Merchant Pricing) to drive business outcomes through strategic and analytic support

• Build and maintain financial models to forecast, reconcile, and describe variances for our gamut of metrics

• Collaborate with our ML modeling team to marry your modeling with aggregated ML forecasts

• Establish top-line performance metrics and targets, analyze and report realized financial performance to Executives and other company leaders, and drive accountability for results

• Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption

What we look for

• Passion and drive to disrupt the lending and financial industry for the better

• Strong sense of ownership, intention, intellectual curiosity, and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment

• 5+ years experience in fast-paced analytical roles (strategic finance, investment banking, consulting, data science, analytics, etc.)

• Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports

• High attention to detail but an equally important ability to see the big picture and evaluate analyses with strategic business context

• Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and be front and center with company executives

• Curiosity to build things (processes, models, etc.) with/for/around AI

• Building contextual models / files a plus

• Experience with merchant payments and/or providing analytical support to B2B client relationship and sales teams a plus 

• Excellent working proficiency in excel (you should be prepared for a financial model case study), and comfort with SQL, Looker and/or other data visualization tools; Python knowledge a plus

Overview

Instacart’s Strategic Finance team partners across the business to drive clarity, decisions, and results. Within our Retailer and Consumer pillar, we serve as the “CFO in the room” on high-impact initiatives and deliver the forecasts and insights that shape how we grow. We’re looking for a Strategic Finance Manager to own monthly revenue forecasting for our retailer and consumer businesses—two of the largest areas of the P&L representing billions of dollars annually—and to surface the trends and opportunities that keep us moving forward.

In this role, you’ll join a close-knit team of 10 and report directly to the Director of Strategic Finance. You’ll collaborate daily with Business Development, Product, Data Science, and Accounting, and regularly engage with senior leadership. If you thrive in fast-paced environments, enjoy rolling up your sleeves to build driver-based models, and are excited to influence decisions at board and C-suite levels, this is an opportunity to make an outsized impact.

About the Job

You will lead forecasting, reporting, and strategic analysis that guide Instacart’s most critical revenue decisions.

• Own monthly retailer and consumer revenue forecasting end-to-end, building and maintaining driver-based models that tie to business performance and operational levers.
• Run monthly and quarterly variance analysis against forecast and plan; translate complex trends into clear, actionable insights for senior leadership.
• Develop executive-ready materials for the board and C-suite, including narrative memos, dashboards, and scenario analyses that inform strategic priorities.
• Partner cross-functionally with Business Development, Product, Data Science, and Accounting to align on assumptions, improve data quality, and operationalize insights.
• Lead proactive deep dives on revenue and unit economics to identify growth opportunities, risks, and experiments that improve accuracy and business outcomes.

About You

You combine rigorous financial modeling with crisp communication and executive presence. You’re energized by ambiguity, move quickly without sacrificing quality, and collaborate effectively across functions to get to the right answer.

Minimum Qualifications

• 6+ years of experience in investment banking, strategic finance/FP&A, or management consulting supporting high-growth technology or marketplace businesses.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Advanced proficiency in Excel/Google Sheets, including building driver-based financial models, scenario/sensitivity analyses, and revenue forecasting.
• Proven experience owning monthly forecasting and variance analysis for complex P&L components, with a track record of improving forecast accuracy.
• Experience preparing and presenting executive-ready materials to VP/C-suite stakeholders, with the ability to distill complex data into clear business narratives.

Preferred Qualifications

• Experience in a two-sided marketplace or consumer internet business (e.g., on-demand, e-commerce, advertising, or subscription models).
• Proficiency with SQL for self-serve data analysis; familiarity with BI tools (e.g., Looker, Tableau) a plus.
• Experience partnering closely with Product and Data Science to define metrics, align on assumptions, and evaluate experiments.
• Background creating materials for board meetings and quarterly business reviews in a fast-paced, high-growth environment.
• Knowledge of GAAP revenue concepts relevant to marketplaces and consumer businesses.

#LI-Remote

Overview

Instacart’s Strategic Finance team partners across the business to drive clarity, decisions, and results. Within our Retailer and Consumer pillar, we serve as the “CFO in the room” on high-impact initiatives and deliver the forecasts and insights that shape how we grow. We’re looking for a Strategic Finance Manager to own monthly revenue forecasting for our retailer and consumer businesses—two of the largest areas of the P&L representing billions of dollars annually—and to surface the trends and opportunities that keep us moving forward.

In this role, you’ll join a close-knit team of 10 and report directly to the Director of Strategic Finance. You’ll collaborate daily with Business Development, Product, Data Science, and Accounting, and regularly engage with senior leadership. If you thrive in fast-paced environments, enjoy rolling up your sleeves to build driver-based models, and are excited to influence decisions at board and C-suite levels, this is an opportunity to make an outsized impact.

About the Job

You will lead forecasting, reporting, and strategic analysis that guide Instacart’s most critical revenue decisions.

• Own monthly retailer and consumer revenue forecasting end-to-end, building and maintaining driver-based models that tie to business performance and operational levers.
• Run monthly and quarterly variance analysis against forecast and plan; translate complex trends into clear, actionable insights for senior leadership.
• Develop executive-ready materials for the board and C-suite, including narrative memos, dashboards, and scenario analyses that inform strategic priorities.
• Partner cross-functionally with Business Development, Product, Data Science, and Accounting to align on assumptions, improve data quality, and operationalize insights.
• Lead proactive deep dives on revenue and unit economics to identify growth opportunities, risks, and experiments that improve accuracy and business outcomes.

About You

You combine rigorous financial modeling with crisp communication and executive presence. You’re energized by ambiguity, move quickly without sacrificing quality, and collaborate effectively across functions to get to the right answer.

Minimum Qualifications

• 6+ years of experience in investment banking, strategic finance/FP&A, or management consulting supporting high-growth technology or marketplace businesses.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Advanced proficiency in Excel/Google Sheets, including building driver-based financial models, scenario/sensitivity analyses, and revenue forecasting.
• Proven experience owning monthly forecasting and variance analysis for complex P&L components, with a track record of improving forecast accuracy.
• Experience preparing and presenting executive-ready materials to VP/C-suite stakeholders, with the ability to distill complex data into clear business narratives.

Preferred Qualifications

• Experience in a two-sided marketplace or consumer internet business (e.g., on-demand, e-commerce, advertising, or subscription models).
• Proficiency with SQL for self-serve data analysis; familiarity with BI tools (e.g., Looker, Tableau) a plus.
• Experience partnering closely with Product and Data Science to define metrics, align on assumptions, and evaluate experiments.
• Background creating materials for board meetings and quarterly business reviews in a fast-paced, high-growth environment.
• Knowledge of GAAP revenue concepts relevant to marketplaces and consumer businesses.

#LI-Remote

Overview

We’re looking for a Strategic Finance Analyst, Product Finance to join Instacart’s Strategic Finance team supporting Instacart Ads and Enterprise SaaS business units. You’ll help shape the next phase of growth at Instacart ads by partnering on our most critical initiatives, building business cases and P&L models, and translating insights into decisions that move the business forward.

In this role, you’ll partner closely with Ads Product, Carrot Ads, and our enterprise SaaS team to connect strategy to financial outcomes, prioritize initiatives, and deliver crisp, executive-ready narratives. If you enjoy rolling up your sleeves, collaborating across functions, and using data to influence strategy in a fast-paced environment, this role offers meaningful scope and visibility.

Instacart Ads helps brands of all sizes put their products in front of millions of high-intent customers. With products, tools, insights, and automation, our ads platform drives measurable impact from discovery to purchase—making your analyses central to how we grow the pie for advertisers, retailers, and customers alike.

About the Job

• Own critical portions of Instacart Ads revenue initiatives, including planning, forecasting, deal approvals, and resource investments.
• Partner with Ads Product, Carrot Ads, and our enterprise SaaS team to translate strategy into measurable financial outcomes and recommend actions that drive revenue.
• Design and implement financial processes and dashboards that leverage internal data and KPIs to monitor performance, surface insights, and automate recurring reporting.
• Build monthly and quarterly performance materials for leadership, including forecast updates, variance analyses, and materials for board and investor reviews.
• Conduct ad hoc financial modeling and deep dives on initiatives such as SaaS performance, pricing and packaging, cohort performance, and attribution; self-serve data with SQL when needed.

About You

Minimum Qualifications

• Bachelor’s degree in Engineering, Computer Science, Mathematics, Economics, Finance, Business, or a related field; or equivalent practical experience.
• 2+ years of experience in strategic finance at a high growth technology company, investment banking, or consulting
• Advanced proficiency in Excel/Google Sheets, including building driver-based financial models, cohort analyses, and scenario/sensitivity modeling.
• Experience building revenue forecasts and translating KPIs into financial outcomes for an operating business.
• Proven ability to create executive-ready materials and present insights to cross-functional and senior audiences.

Preferred Qualifications

• Intermediate SQL (e.g., joins, window functions) and experience working with large datasets; familiarity with Looker or Tableau.
• Experience in digital advertising, ad tech, e-commerce media, or SaaS monetization models.
• Experience preparing materials for board and investor audiences.
• Ability to support West Coast business hours in a distributed, remote environment.
• Self-starter who thrives in fast-changing environments; collaborative, low-ego approach—and an appreciation for good food puns.

#LI-Remote

Overview

We’re looking for a Strategic Finance Analyst, Product Finance to join Instacart’s Strategic Finance team supporting Instacart Ads and Enterprise SaaS business units. You’ll help shape the next phase of growth at Instacart ads by partnering on our most critical initiatives, building business cases and P&L models, and translating insights into decisions that move the business forward.

In this role, you’ll partner closely with Ads Product, Carrot Ads, and our enterprise SaaS team to connect strategy to financial outcomes, prioritize initiatives, and deliver crisp, executive-ready narratives. If you enjoy rolling up your sleeves, collaborating across functions, and using data to influence strategy in a fast-paced environment, this role offers meaningful scope and visibility.

Instacart Ads helps brands of all sizes put their products in front of millions of high-intent customers. With products, tools, insights, and automation, our ads platform drives measurable impact from discovery to purchase—making your analyses central to how we grow the pie for advertisers, retailers, and customers alike.

About the Job

• Own critical portions of Instacart Ads revenue initiatives, including planning, forecasting, deal approvals, and resource investments.
• Partner with Ads Product, Carrot Ads, and our enterprise SaaS team to translate strategy into measurable financial outcomes and recommend actions that drive revenue.
• Design and implement financial processes and dashboards that leverage internal data and KPIs to monitor performance, surface insights, and automate recurring reporting.
• Build monthly and quarterly performance materials for leadership, including forecast updates, variance analyses, and materials for board and investor reviews.
• Conduct ad hoc financial modeling and deep dives on initiatives such as SaaS performance, pricing and packaging, cohort performance, and attribution; self-serve data with SQL when needed.

About You

Minimum Qualifications

• Bachelor’s degree in Engineering, Computer Science, Mathematics, Economics, Finance, Business, or a related field; or equivalent practical experience.
• 2+ years of experience in strategic finance at a high growth technology company, investment banking, or consulting
• Advanced proficiency in Excel/Google Sheets, including building driver-based financial models, cohort analyses, and scenario/sensitivity modeling.
• Experience building revenue forecasts and translating KPIs into financial outcomes for an operating business.
• Proven ability to create executive-ready materials and present insights to cross-functional and senior audiences.

Preferred Qualifications

• Intermediate SQL (e.g., joins, window functions) and experience working with large datasets; familiarity with Looker or Tableau.
• Experience in digital advertising, ad tech, e-commerce media, or SaaS monetization models.
• Experience preparing materials for board and investor audiences.
• Ability to support West Coast business hours in a distributed, remote environment.
• Self-starter who thrives in fast-changing environments; collaborative, low-ego approach—and an appreciation for good food puns.

#LI-Remote

"Start where you are. Use what you have. Do what you can." – Arthur Ashe

There's a version of investment products legal work that's mostly about maintaining what already exists. Reviewing disclosures that haven't changed in years, advising on products whose architecture was set long before you arrived. This isn't that. Mercury Treasury and Mercury Invest* are in some ways still taking shape and must continually rise to the occasion to meet evolving customer needs. The regulatory frameworks are complex, the product roadmap is ambitious, and the person in this role will have a direct hand in the high quality customer experience we deliver to Mercury users.

Who we are:

Since 2019, Mercury has been on a mission to reinvent banking* for the modern age. We blend elegant design and cutting-edge technology to offer checking and savings accounts, debit cards, payment services, credit products, cash management tools, and sophisticated analytics. Everything we build reflects our belief that finance should be thoughtfully crafted, fast, transparent, and frictionless.

About the team:

Our Product & Regulatory Legal team operates like the rest of Mercury: with urgency, curiosity, and a bias toward action. We embed with product teams from early ideation through launch, working alongside engineers, designers, and compliance partners to get products right. We move fast, we take ownership, and we don't wait to be asked: If something needs figuring out, we’re up to the task.

What you'll do:

• Own the investment products portfolio: Serve as the primary legal advisor for Mercury Treasury and Mercury Invest, the products through which Mercury's business and consumer customers access non-deposit investment products. You'll advise across the full product life cycle, including everything from supporting new feature development, drafting disclosures, calibrating on content for marketing and customer communications, and advising on operational matters with regulatory impacts.
• Work across the company: This role sits at the intersection of product, compliance, risk, engineering, and operations. You'll build relationships across all of these functions and bring legal perspective into conversations early; not as a checkpoint, but as a low ego, high ownership thought partner.
• Advise and support compliance: You'll work closely with Mercury's compliance team on regulatory matters affecting investment products, interpreting requirements, pressure-testing approaches, and supporting examination readiness with FINRA and the SEC.
• Flex and grow: While investment products are your home base, you'll also have opportunities to contribute across Legal on other product areas, gaining new experiences and broadening your expertise over time.
• Use AI intentionally: Bring a working knowledge of AI tools in legal workflows and a genuine interest in finding new ways to drive efficiency. We're building a legal team that works smarter, not just harder.
• Be a storyteller: Translate dense regulatory concepts into straightforward, energizing narratives for product teams and other stakeholders as well as external audiences.
• Stay curious and agile: Embrace each new regulation, market shift, or product pivot as a learning opportunity. Mercury's regulatory landscape is evolving quickly, and the scope of this role will grow with it. This is not a maintenance-only role.

What you should have:

• 6+ years of legal experience, with at least 2 of those years focused on non-deposit investment products.
• Familiarity with the Investment Advisers Act, Securities Act, Investment Company Act, Regulation Best Interest, Form CRS/ADV, FINRA rules, and related regulatory frameworks.
• Some in-house experience is preferred but not required. Bonus points for exposure to regulatory agencies relevant to these products, whether as a member of agency staff or as part of an industry role.
• Exceptional communication skills. You know your audience and you tailor accordingly. You're as precise in a Slack thread as you are in a regulatory filing, and you know the value of a well-selected emoji in one versus the other.
• A proactive sense of ownership. You're never afraid to say "I don't know, but I'll find out."
• Strong working knowledge of AI use cases within legal roles and/or financial services generally and genuine interest in using AI to drive efficiency in your work.
• Some additional experience outside the investments/brokerage space. The right candidate brings a broader foundation in financial services, payments, or fintech.

What will make you successful here:

Mercury is a place where legal counsel are expected to have a point of view. Not just about what the regulation requires, but about how the product can meet that bar in a way that's elegant, scalable, and good for customers. The people who thrive on this team treat ambiguity as an invitation rather than a reason to pause. They read a regulation and think about what it permits, not just what it prohibits. 

You'll also spend a meaningful amount of your time on work that doesn't look like traditional legal practice: scoping cross-functional projects, pressure-testing product designs, building operational processes alongside compliance and ops partners. If you're someone who gets energy from that kind of work, and who measures their own impact by whether the product got better and not just whether the memo was airtight, you'll do well here.

* Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Investment advisory products and services offered by Mercury Advisory, LLC ("MA"), an SEC-registered investment adviser. MA is a wholly-owned subsidiary of Mercury Technologies, Inc..

The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $219,000 - $273,800
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $197,100 - $246,400
• Canadian employees (any location): $207,000 - $258,700 CAD

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-JB1

About Mercury:

Mercury is a financial technology company building banking products for ambitious businesses. We've grown from a startup banking* platform to a company that manages tens of billions in deposits — and now we're taking the next step: pursuing a de novo bank charter to become a full-fledged bank.

This is a rare and defining moment. As we transition from fintech to bank, we need to build institutional-grade accounting infrastructure from the ground up. That work starts here.

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

The role:

Reporting directly to the Corporate Controller, the Bank Controller will own the accounting function for Mercury's banking entity. This is a foundational leadership role — you will build the policies, processes, systems, and team that enable Mercury to operate as a fully regulated insured depository institution.

You'll work at the intersection of technical accounting, regulatory compliance, and operational build-out. This isn't a role for someone who wants to maintain an existing function — it's for someone who wants to architect one and work closely with Engineering and Product.

What you'll do:

Bank accounting infrastructure

• Design and implement the Chart of Accounts, general ledger structure, and subledger architecture for the bank entity in accordance with call report and regulatory reporting requirements
• Establish bank-specific accounting policies covering investment securities (ASC 320/326), loan accounting, interest income accruals, ALLL/ACL methodology, and fee recognition
• Build out the bank's financial close process and reconciliation framework

Regulatory and call report compliance

• Lead preparation of FFIEC Call Reports (FFIEC 031/041), FR Y-9C, and other regulatory financial submissions on a quarterly basis
• Serve as the primary accounting subject matter expert in regulatory examinations (OCC, FDIC, Federal Reserve), responding to examiner requests and managing remediation items
• Implement and maintain the bank's accounting policy manual in compliance with GAAP, regulatory guidance, and safety and soundness standards
• Partner with Treasury on ALM reporting, liquidity coverage ratios, and interest rate risk disclosures

Financial reporting and controls

• Review the bank entity's standalone GAAP financial statements, including the balance sheet, income statement, and notes
• Design and operationalize the bank's SOX/SOC controls environment in partnership with internal audit and the holding company controller function
• Lead the bank's relationship with external auditors, coordinating the annual audit and interim reviews for the bank entity
• Establish and maintain robust reconciliation controls covering deposits, loans, investments, intercompany balances, and suspense accounts

Team and systems build-out

• Partner with Finance Systems and Engineering to implement or configure the bank's core accounting system, ensuring it supports regulatory reporting and audit requirements
• Define data flows between the bank's core banking system, the Double Entry Ledger, and Mercury's consolidated reporting infrastructure
• Collaborate cross-functionally with Legal, Compliance, Risk, Treasury, and Product to ensure the bank's accounting architecture supports new product launches and regulatory timelines

What we're looking for:

Required experience

• 10+ years of progressive accounting experience with meaningful time in banking 
• Deep familiarity with bank regulatory accounting, including Call Report preparation and GAAP as applied to insured depository institutions
• Strong technical accounting skills across investment securities (ASC 320/326), credit losses (CECL/ASC 326), interest income, and intercompany accounting
• CPA required

Strongly preferred

• Prior exposure to OCC, FDIC, or Federal Reserve examinations in an accounting or controllership capacity
• Hands-on experience building or materially transforming a bank accounting function or experience with a de novo bank charter, bank acquisition, or bank conversion
• Big Four public accounting background with a financial institutions practice

The kind of person who will thrive here

• You are a builder. You get energy from creating infrastructure, not just operating it
• You are comfortable operating in ambiguity. De novo chartering is inherently a process of writing the playbook as you go
• You can translate complex regulatory requirements into practical accounting policies and workflows that a high-performing team can execute
• You communicate fluently with regulators, auditors, engineers, and executives — calibrating your depth and language for each audience
• You have strong opinions on controls and data integrity, and you know how to build consensus to implement them without slowing the business down

Compensation

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

• Our target new hire base salary ranges for this role are the following:
• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $199,900 - 249,900
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $179,900 - 224,900
• Canadian employees (any location): CAD 189,000 - 236,200

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.

[Please see the independent bias audit report covering our use of Covey for more information.] 

#LI-SN1

The Revenue team drives Affirm’s top-line growth through strategic partnerships, pricing, and go-to-market execution. We acquire, retain, and expand merchant relationships across eCommerce, in-store, telesales, and the Affirm app. The team leads onboarding, relationship management, and performance optimization to help partners succeed. We deliver value-added solutions, drive adoption, and support long-term business growth by connecting merchants and consumers through Affirm’s products. We solve high-impact business problems across Affirm's revenue engine through data-driven strategy, operational rigor, and analytical excellence. 

What You’ll Do:

• Serve as a strategic partner to a Revenue segment leaders across our Independent Software Vendors (ISV) and Strategic Partnership business lines, shaping the segment's long-term strategy, setting goals, and driving accountability against key outcomes

• Lead the team in delivering high-quality insights and analytics to Revenue leadership, fielding and managing data requests across market sizing, business performance, competitive landscape, and growth opportunity assessments using internal data and third-party sources

• Proactively monitor business trends, KPIs, and leading indicators to identify risks and growth opportunities, translating data signals into clear, actionable recommendations for business leaders 

• Own the strategic narrative for the segment, synthesizing complex, ambiguous problems into structured frameworks, clear points of view, and concrete recommendations on how to grow and protect the business

• Partner with segment leaders to design and run the operating rhythm, including business reviews, executive escalations, planning cycles, and progress reporting 

• Identify opportunities to leverage AI, automation, and tooling to improve team workflows, scale analytical capabilities, and eliminate manual, repetitive processes across the revenue organization

• Build, mentor, and develop a high-caliber team, fostering a culture of intellectual rigor, ownership, and continuous improvement

What We Look For:

• 12+ years of experience in strategy, operations, or analytics roles — ideally with a background in management consulting, investment banking, private equity, or high-growth technology companies

• Dedicated leadership experience with a proven ability to build, coach, and scale high-performing teams.

• Proven track record of operating as a strategic advisor to senior or executive leadership, with the ability to influence decisions and drive organizational change

• Exceptional problem-solving skills with the ability to structure ambiguous, complex problems into clear frameworks and actionable plans

• Outstanding communication skills, able to craft compelling, data-backed narratives that influence business and technical stakeholders at all levels, including C-suite

• Deep analytical fluency, comfortable operating across SQL, Python/R, spreadsheets, and data visualization tools to independently interrogate data and generate insights 

• Demonstrated experience leveraging AI tools (e.g., Cursor, Claude Code) and identifying automation opportunities to drive efficiency and scale team impact

• Strong organizational and execution discipline, with a track record of independently driving strategic initiatives from ideation through measurable outcomes

• Extensive cross-functional collaboration experience, with the judgment to navigate competing priorities and build trust across diverse stakeholder groups

Pay Grade - S

Equity Grade - 7

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

CAN base pay range per year: $191,000 - $271,000

Please note that visa sponsorship is not available for this position.

#LI-Remote

The Revenue team drives Affirm’s top-line growth through strategic partnerships, pricing, and go-to-market execution. We acquire, retain, and expand merchant relationships across eCommerce, in-store, telesales, and the Affirm app. The team leads onboarding, relationship management, and performance optimization to help partners succeed. We deliver value-added solutions, drive adoption, and support long-term business growth by connecting merchants and consumers through Affirm’s products. We solve high-impact business problems across Affirm's revenue engine through data-driven strategy, operational rigor, and analytical excellence. 

What You’ll Do:

• Serve as a strategic partner to a Revenue segment leaders across our Independent Software Vendors (ISV) and Strategic Partnership business lines, shaping the segment's long-term strategy, setting goals, and driving accountability against key outcomes

• Lead the team in delivering high-quality insights and analytics to Revenue leadership, fielding and managing data requests across market sizing, business performance, competitive landscape, and growth opportunity assessments using internal data and third-party sources

• Proactively monitor business trends, KPIs, and leading indicators to identify risks and growth opportunities, translating data signals into clear, actionable recommendations for business leaders 

• Own the strategic narrative for the segment, synthesizing complex, ambiguous problems into structured frameworks, clear points of view, and concrete recommendations on how to grow and protect the business

• Partner with segment leaders to design and run the operating rhythm, including business reviews, executive escalations, planning cycles, and progress reporting 

• Identify opportunities to leverage AI, automation, and tooling to improve team workflows, scale analytical capabilities, and eliminate manual, repetitive processes across the revenue organization

• Build, mentor, and develop a high-caliber team, fostering a culture of intellectual rigor, ownership, and continuous improvement

What We Look For:

• 12+ years of experience in strategy, operations, or analytics roles — ideally with a background in management consulting, investment banking, private equity, or high-growth technology companies

• Dedicated leadership experience with a proven ability to build, coach, and scale high-performing teams.

• Proven track record of operating as a strategic advisor to senior or executive leadership, with the ability to influence decisions and drive organizational change

• Exceptional problem-solving skills with the ability to structure ambiguous, complex problems into clear frameworks and actionable plans

• Outstanding communication skills, able to craft compelling, data-backed narratives that influence business and technical stakeholders at all levels, including C-suite

• Deep analytical fluency, comfortable operating across SQL, Python/R, spreadsheets, and data visualization tools to independently interrogate data and generate insights 

• Demonstrated experience leveraging AI tools (e.g., Cursor, Claude Code) and identifying automation opportunities to drive efficiency and scale team impact

• Strong organizational and execution discipline, with a track record of independently driving strategic initiatives from ideation through measurable outcomes

• Extensive cross-functional collaboration experience, with the judgment to navigate competing priorities and build trust across diverse stakeholder groups

Pay Grade - S

Equity Grade - 14

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

USA base pay range (CA, WA, NY, NJ, CT) per year: $245,000 - $325,000

USA base pay range (all other U.S. states) per year: $217,000 - $297,000

Please note that visa sponsorship is not available for this position.

#LI-Remote

Who you are:

We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Corporate Development Analyst who will drive Geotab's investment strategy by sourcing, evaluating, and managing investment opportunities. If you love technology, and are keen to join an industry leader — we would love to hear from you!

What you'll do:

As a Corporate Development Analyst your key area of responsibility will be developing internally generated investment opportunities, performing financial analysis and modeling to inform transaction decisions, supporting the CCDO in portfolio company oversight as a Board Member or Observer, managing corporate reporting and Investment Committee materials, and leveraging cross-functional teams to achieve desired investment objectives and benefits.

How you'll make an impact:

• Analyze industry trends, Geotab's competitive strengths, and strategic opportunities to identify potential investment targets.

• Maintain and develop relationships with investment banks, boutique M&A advisory firms, and strategic partners to facilitate deal flow.

• Develop internally generated investment opportunities aligned with Geotab's strategic growth objectives and investment thesis.

   

• Participate on deal execution teams, taking responsibility for assigned components of investment transactions as directed by the CCDO.

• Develop financial models, valuations, and analysis to inform investment decision-making and support due diligence processes.

   

• Develop analysis, models, and reports to inform transaction and investment decision-making as required.

• Fulfill corporate reporting requirements on a monthly, quarterly, and annual basis, including providing the CCDO with appropriate materials for the Investment Committee.

• Provide inputs to bi-weekly Geotab Investment Committee (GIC) meetings.

• Support the CCDO as Board Member or Observer with analysis of monthly, quarterly, and annual results for portfolio companies. Evaluate management forecasts.

   

• Maintain the CCDO's calendar — organize, attend, document meetings, and ensure next steps are actioned.

• Maintain a comprehensive database of contacts, companies, and meeting notes.

   

• Leverage Geotab operating functions such as Legal, Human Resources, Finance, Engineering, Supply Chain, and others to achieve desired investment objectives and benefits.

• Monitor portfolio company performance and support ongoing value creation initiatives.

What you'll bring to the role:

Why job seekers choose Geotab:

Who you are:

We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Corporate Development Analyst who will support Geotab's M&A and corporate strategic initiatives by identifying and evaluating acquisition targets, managing deal flow, and executing transactions.If you love technology, and are keen to join an industry leader — we would love to hear from you!

What you'll do:

As a Corporate Development Analyst your key area of responsibility will be to develop and maintain relationships with investment banks and strategic corporate partners, perform financial analysis and modelling to inform transaction decisions, manage corporate reporting and Investment Committee materials, and support post-transaction integration efforts across cross-functional teams.

How you'll make an impact:

• Analyze industry trends, Geotab's competitive strengths, and strategic opportunities to identify potential M&A and corporate strategic targets.

• Maintain and develop relationships with investment banks, boutique M&A advisory firms, and strategic corporate partners to facilitate deal flow.

• Evaluate potential acquisition targets and strategic partnerships for strategic fit, financial viability, and alignment with Geotab's growth objectives.

• Participate on deal execution teams, taking responsibility for assigned components of M&A and corporate strategic transactions as directed by the CCDO.

• Assist or lead corporate strategic transactions and interface with Geotab functions as required to successfully execute.

• Develop financial models, valuations, and analysis to inform transaction decision-making and support due diligence processes.

• Develop analysis, models, and reports to inform transaction decision-making as required.

• Fulfill corporate reporting requirements on a monthly, quarterly, and annual basis, including providing the CCDO with appropriate materials for the Investment Committee.

• Provide inputs to bi-weekly Geotab Investment Committee (GIC) meetings.

• Manage and prioritize meetings, including documentation and actioning next steps.

• Maintain a comprehensive database of contacts, companies, and meeting notes.

• Support Geotab operating functions such as Legal, Human Resources, Finance, Engineering, Supply Chain, and others to onboard and successfully integrate acquired entities.

• Leverage cross-functional teams to achieve desired strategic benefits from corporate partnerships and transactions.

What you'll bring to the role:

Why job seekers choose Geotab:

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We are seeking a strategic and analytical finance leader to join the Strategic Finance team and support the growth of Affirm’s Consumer business, which includes the Affirm Card, App and Marketplace, and other consumer-facing features. The role will partner with key stakeholders to directly influence revenue, unit economics, and user growth within the Consumer business—one of Affirm’s highest-priority investment areas—while elevating Strategic Finance’s impact in senior-level decision-making.

Strategic Finance plays a central role in shaping company strategy, enabling executive decision-making, and driving performance against key objectives. This role sits within the Revenue Finance group—a high-impact, lean team with significant cross-functional ownership. As a Senior Manager, you will operate as a thought partner to senior leadership, owning critical workstreams across planning, forecasting, and performance management. You will drive clarity in ambiguous situations, influence key decisions, and help scale the business efficiently and profitably.

What you'll do

• Serve as a strategic finance partner to Product, Growth Analytics, Credit, Revenue, and Merchant Pricing, influencing product strategy, investment decisions, and go-to-market execution

• Own and evolve user growth, engagement, and monetization models for direct-to-consumer channels; translate insights into actionable strategies and business recommendations

• Develop deep expertise in transactional unit economics and customer lifetime value (LTV), and use these frameworks to guide prioritization and resource allocation

• Lead top-line planning processes, including target setting, forecasting, and performance tracking; deliver clear, concise reporting and insights to executives and senior leadership

• Build and scale automated dashboards, reporting, and analytical frameworks to improve visibility and decision-making across the organization

• Identify key drivers of performance, surface risks and opportunities, and drive accountability against business goals

• Synthesize complex analyses into clear, compelling narratives that inform strategic decisions and align cross-functional stakeholders

What we look for

• Proven ability to operate with ownership and influence in a fast-paced, ambiguous environment, with strong critical thinking and problem-solving skills

• 10+ years of experience in analytical roles (e.g., strategic finance, investment banking, consulting, data science, or analytics), with demonstrated impact on business outcomes and forecasting

• Player–coach mindset with the ability to dive into complex analyses while leading and developing a team of analysts

• Strong business judgment, with the ability to connect detailed analyses to broader strategic context and executive-level decisions

• Experience partnering with senior stakeholders and influencing decisions across cross-functional teams

• Expert in financial modeling; working knowledge of SQL and experience with data visualization tools (e.g., Sigma or similar) preferred

• Nice to Have

  • Familiarity with consumer finance and/or direct-to-consumer business models and metrics preferred

  • Experience leveraging AI-driven tools (e.g., Cursor, Claude Code) to enhance analytical workflows and insight generation

  • Prior experience leading small high performing teams

Pay Grade - O
Equity Grade - 6

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). In addition, the employees may be eligible for equity rewards offered by Affirm Holdings, Inc. (parent company).

CAN base pay range per year: $170,000 - $220,000

#LI-Remote

At Coconut Software, we’re not just building data pipelines, we’re architecting the source of truth that powers the future of financial connections. As a Senior Analytics Engineer, you will be the glue between our technical data infrastructure and our business outcomes. While your primary focus is building a world-class modeling layer in dbt and Looker, you are equally comfortable putting on your Data Analyst hat to help stakeholders uncover the "why" behind the numbers.

Your role extends beyond technical modeling; you will be a mentor, a guide, and an advocate for data best practices. You’ll help foster an inclusive, psychologically safe environment where data professionals can do their best work. By proactively improving our data modeling standards and strengthening cross-functional collaboration, you will ensure our team delivers high-quality, actionable insights that meet both user needs and business goals.

Data @ Coconut:

• We are currently in an exciting phase of growth, migrating our entire data estate from legacy Postgres and Redshift environments to a modern Databricks Lakehouse.
• Our stack is built for scale: Databricks for storage and compute, dbt for our transformation and semantic layer, and Looker (LookML) for business intelligence.
• We don't follow rigid Scrum, but we do work in an agile, iterative way, and try to continuously improve and implement what works for us.
• We work in a blameless culture and have a continuous improvement mindset.

[Note: On Call] We strive to provide service excellence in all areas, as such, roles in our Engineering department are expected to contribute to our collaborative on-call rotation, working with your team to support our systems and ensuring application availability/reliability. Each team will have their own rotation schedule.

YOU’RE FIRED UP ABOUT:

Team Elevation

• Mentor and support data analysts, data engineers and developers, fostering a collaborative and psychologically safe environment.
• Set high standards for technical excellence in SQL, dbt modeling, and LookML architecture.

Technical Delivery & Ownership

• Collaborate with other analytics engineers on the migration of legacy logic from Redshift/Postgres into performant Databricks silver and gold layers.
• Independently implement complex data models in dbt, demonstrating expertise in modularity, testing, and performance optimization on Spark.
• Own the LookML layer, ensuring our explores and dashboards are performant, intuitive, and accurate.
• Act as a "Hybrid Analyst," comfortably balancing long-term engineering projects with ad-hoc requests to support the business. 
• Translate stakeholder questions into Looker-based reports and visualizations, ensuring the business has the right insights at the right time.

Data Architecture & System Design

• Lead technical data planning through discovery, design, and release, ensuring clear documentation for data catalogs and version tracking.
• Identify opportunities for "data debt" reduction and architectural improvements in our Lakehouse and semantic layers.
• Proactively address system characteristics like latency and throughput, ensuring our data pipelines are optimized for cost and speed.

Product and Business Partnership

• Act as a subject matter expert in your data domain, contributing to business strategy to ensure we are measuring what matters.
• Provide engineering perspectives on the product roadmap, clearly communicating data feasibility and reporting limitations.

WHAT YOU BRING TO THE TEAM:

• 5+ years of applied experience in an Analytics Engineering or Data role with a solid track record of technical leadership in B2B/SaaS environments.
• Extensive experience architecting dbt projects and managing complex Looker environments.
• Solid experience using Looker (or similar BI tools like Tableau or Power BI) to build dashboards and solve complex data requests.
• Strong architectural understanding of modern data stacks, with proven experience in Databricks.
• Expertise in writing, improving, and troubleshooting complex SQL queries.
• A passion for learning and exploring how AI/LLMs (like Google Gemini) can be integrated into the data lifecycle.
• The ability to successfully collaborate cross-functionally, gathering requirements and delivering results to different teams and departments.
• Excellent interpersonal and communication skills; you can relay complex technical ideas to anyone in the building

This posting is for a vacant position. The expected hiring range for this role is $120,000 - $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.).  

Within Dealertrack Canada, The role of the Director, Lender Development is to the asset-based (auto, RV, Marine, Leisure and other similar assets) finance industry to successfully lead, understand, and support client strategies to deliver innovative solutions that drive efficiency and profitability to our lenders and partners.

This is a sales-driven, consultative, and relationship management-focused role that requires strong initiative, strategic vision, and hands-on execution. The ideal candidate is a self-starter—someone who thrives in a fast-paced environment, proactively identifies opportunities, and consistently drives value for both the business and our lender partners.

Key Areas of Responsibility 

Industry Advocate

• Contribute to a robust product road map through understanding and sharing of industry news, trends, advancements and lender innovation:  product / service expansion, new asset types.
• Represent Dealertrack and the industry at various events.
• Be a proactive, self-motivated go-getter who consistently seeks out new revenue/volume opportunities:  new lender onboarding, partner opportunities to expand the Dealertrack footprint, expanding existing lender relationships, and uncovering unmet client needs.

Client Relationship Management

• Build Dealertrack’s relations with C-Suite executives for assigned Lender accounts through consistent, well-planned touchpoints with key business contacts at all levels.
• Manage partner expectations from a design and delivery standpoint by thoroughly understanding customer requirements, how they fit within their strategic objectives, and by providing frequent and timely updates.
• Qualifies, prioritizes, and manages the pipeline of Lender enhancement initiatives by understanding the business impact and value of each initiative.
• Develops analytics and insights by understanding how Dealertrack’s business intelligence can contribute to the success of Lenders and by delivering presentations and proposals that deliver business value and insights.
• Engage effectively across internal departments (Product, Sales, Technology, Operations, and Finance) to deliver coordinated support and execution.
• Facilitates resolution of Lender service issues, including functional reviews, training, platform utilization, escalation handling, billing invoices, and payments.
• Be the face of the business, embodying "Lender service excellence" to build trust, engagement, and strengthen long-term partnerships.

Business Planning

• Construct strategic plans and business reviews for assigned accounts which support Lender client strategies and plans by engaging senior leaders and understanding their strategic priorities, operations and key initiatives.
• Contribute to Dealertrack quarterly business planning by qualifying enhancement opportunities and developing business cases that clearly illustrate the investment required and potential return.
• Participate in product road maps and product strategies by providing Lender insights to Dealertrack Product Management and helping to quantify the business value for new product development initiatives.
• Work closely with Product Management and Product Owners to establish priorities for client projects and requests and clarifying requirements and business impact.
• Drive customer retention through value-added strategies, ongoing engagement, and proactive support
• Create and deliver compelling presentations that clearly communicate business impact, using data and story-telling to build alignment and support
• Demonstrate strong negotiation skills to drive successful outcomes in complex stakeholder environments.
• Generate new leads by leveraging relationships, market insight, and network expansion—growing the pipeline with high-value opportunities
• Develop plans of action for maximizing Lender product utilization.  Communicate progress to Dealertrack Leadership team.

Job Requirements

Education, Experience and Technical skills

• Post Secondary School education, with a desire for continuous learning and improvement
• 5-7 years’ experience in account management, banking, finance or auto industry, with a demonstrated ability to manage a portfolio of diverse customers
• Advanced product and technical skills, and demonstrated ability to manage a portfolio of small and large projects concurrently. Strong knowledge of professional sales, and account management methodologies and experience
• Deep knowledge of the Automotive finance industry; prior experience working for or directly with lenders is highly desirable

 Required Soft Skills and Competencies

• Ability to communicate complex technical information to clients utilizing non-technical, jargon free language
• Excellent communication and customer service skills
• Proven ability to network, build and develop business relationships.
• Exceptional presentation skills, with a talent for delivering impactful, data-driven narratives to internal and external audiences.
• Proven communication skills:
• Translating customer business needs into technical requirements for internal review
• Build and deliver external customer facing business reviews
• Deliver sales presentations / pitch decks, for both internal and external audiences

Working Conditions (i.e. office environment, home, travel required

Hybrid office (2-3 day per week minimum) and remote

What's in it for you

We understand that there is life at work and life outside of work. Here are a few benefits we all benefit from that support us to be our creative best. 

 Benefits from Day 1 

• Gym discounts 
• Employee and Family Assistance program 
• Virtual wellness events 
• Conferences & training budget 
• Regular internal training programs 

Financial planning 

• Let us help you invest in your future with 3% matching towards your pension and multiple forms of income protection. 

Compensation

The expected compensation for this position is: 120K-125K Base

For a career where you can drive our business and shape your future, apply now. 

Trader Corporation, the team behind Canada’s leading automotive marketplace autoTRADER.ca and a world-class digital advertising business, is a technology-driven company creating compelling solutions for consumers and dealer customers. We are seeking an enthusiastic Senior Manager, Commercial Strategy to join our growing team. 

In this role, you will lead the development and execution of commercial strategy, partnering with Product, Sales, and Finance to identify opportunities, generate data-driven insights, and drive revenue growth across Marketplace and Software business units. You will translate complex financial and market data into clear strategic direction, build business cases, and deliver executive-ready recommendations that influence senior leadership. 

This role requires a highly analytical, strategic leader who can operate in a fast-paced environment, drive initiatives from concept to execution, align stakeholders, and deliver measurable business outcomes. The position reports to the Head of Pricing and Commercial Strategy.  

What you’ll do 

• Lead the development and execution of commercial strategies that drive sustainable revenue growth, expand market presence, and unlock monetization opportunities across the Marketplace and Software business units 
• Identify, prioritize, and evaluate strategic growth opportunities through market research, competitive analysis, and financial modeling, translating insights into actionable recommendations that inform leadership decision-making 
• Own the development of robust business cases and strategic recommendations that support new initiatives, product monetization opportunities, and investment decisions 
• Leverage commercial performance data, customer insights, and market trends to identify opportunities to optimize pricing, packaging, cross-sell strategies, and overall revenue performance 
• Partner with Product, Sales, Marketing, and Finance leadership to align commercial strategy with product roadmaps, go-to-market plans, and broader business objectives, ensuring coordinated execution across teams

What you’ll need 

• Bachelor's degree in Business, Finance, Economics, or a related field required; MBA or advanced degree considered an asset.  
• 3–6 years of experience in management consulting, investment banking, or corporate/commercial strategy roles, preferably within digital, marketplace, SaaS, or technology-driven environments.  
• Strong strategic and financial acumen, including experience in financial modeling, business case development, revenue forecasting, and ROI analysis to support data-driven decision-making.  
• Advanced proficiency in Excel and PowerPoint, with the ability to structure complex analyses and deliver clear, executive-ready insights and recommendations.  
• Experience working with large datasets and leveraging analytical tools (e.g., Power BI, Tableau) to generate actionable commercial and customer insights.  
• Proven ability to evaluate and support growth initiatives such as pricing and packaging optimization, product monetization, market expansion, and cross-sell/upsell strategies.  
• Strong communication, problem-solving, and stakeholder management skills, with the ability to collaborate cross-functionally, influence senior leaders, and operate effectively in a fast-paced environment 

What’s in it for you 

We understand that there is life at work and life outside of work. Here are a few benefits we all benefit from that support us to be our creative best. 

• Gym discounts 
• Employee and Family Assistance program 
• Virtual wellness events 
• Conferences & training budget 
• Regular internal training programs 
• Financial planning with 3% matching Pension  
• Competitive salary 
• Annual bonus structure 

The base salary range for this position is CAD $120k – $160k. 

This range reflects the expected compensation at the time of posting. The final offer may vary and can be higher based on relevant skills, experience, location, and market conditions. Based on the role, the total rewards package may also include benefits, bonus, and other employee offerings. 

For a career where you can drive our business and shape your future, apply now. 

Finance at Brex

The Finance team is a strategic engine at Brex. We lead planning, forecasting, capital allocation, and ROI analysis — partnering across the business to drive clarity and unlock opportunity. We partner across teams at Brex to ensure our business is building and planning with the same dream big goals throughout our entire organization. We’re not here to report on outcomes; we shape them. If you want to influence company direction and think long-term about value creation, this is where your ownership starts. 

Where you’ll work

This role will be based in our Vancouver office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week - Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

What you’ll do

We are hiring two Finance Associates who will each initially own distinct workstreams before rotating responsibilities — building deep expertise across the full Corporate FP&A function. Your work will directly inform Brex's total company business plan and executive reporting, giving you real exposure and ownership from day one. You will also be a core contributor to our AI-first initiatives and financial systems roadmap — we are looking for someone who sees AI not as an occasional tool, but as the default lens through which they approach every workflow.

Responsibilities

Financial Planning & Modeling

• Own our forecasting & planning process, managing our operational model and collaborating with stakeholders to make recommendations that drive the business forward
• Review, evaluate, maintain, and improve financial models used for OKRs and operational & financial reporting
• Participate in budgeting, forecasting, headcount planning, and G&A finance processes

Management Reporting & Performance

• Own our monthly management reporting and bi-weekly rolling forecast process delivered directly to our executive leadership team
• Support Finance Business Partners with the creation of Budget vs. Actuals materials

Shared Across Both Workstreams

• Build out and maintain Finance AI tooling and financial systems infrastructure, identifying opportunities to automate reporting and scale the team's impact
• Contribute to special projects and ad hoc analyses supporting senior leadership

Requirements

• Bachelor’s Degree in Economics, Finance, Business, or related field
• 2+ years of Strategic Finance, FP&A, or Investment Banking experience
• An AI-first mindset: you default to asking how AI can improve every workflow, you actively experiment with new tools, and you have used AI to accelerate analysis or automate a task
• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data 
• Strong communication, team-working, quantitative and analytical skills
• Intellectual curiosity, a collaborative work style, and the drive to take ownership in a fast-moving environment
• Comfort managing multiple workstreams simultaneously and proactively driving work forward without being asked
• A bias toward proactive insight over reactive reporting
• Ability to operate independently, build structure in ambiguous environments, and prioritize effectively

Compensation

The expected salary range for this role is $104,000-$117,000 CAD. However, the starting base pay will depend on a number of factors, including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package

Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Notice to applicants:

We have seen a rise in recruitment scams. Please note that outreach from Khan Academy recruiters will only come from the @khanacademy.org domain. Our team does not use Gmail or other personal accounts for contacting potential candidates. Khan Academy will never solicit money, equipment fees, or sensitive financial information at any stage of the hiring process. We also do not work with external recruiting agencies, so outreach from headhunters presenting opportunities on behalf of Khan Academy is illegitimate. Please always check the email domain and cross-reference the position with the official Khan Academy Careers page to confirm an opening is valid.

ABOUT KHAN ACADEMY

Khan Academy is a nonprofit with the mission to deliver a free, world-class education to anyone, anywhere. Our proven learning platform offers free, high-quality supplemental learning content and practice that cover Pre-K - 12th grade and early college core academic subjects, focusing on math and science. We have over 181 million registered learners globally and are committed to improving learning outcomes for students worldwide, focusing on learners in historically under-resourced communities.

OUR COMMUNITY 

Our students, teachers, and parents come from all walks of life, and so do we. Our team includes people from academia, traditional/non-traditional education, big tech companies, and tiny startups. We hire great people from diverse backgrounds and experiences because it makes our company stronger. We value diversity, equity, inclusion, and belonging as necessary to achieve our mission and impact the communities we serve. We know that transforming education starts in-house with learning about ourselves and our colleagues. We strive to be world-class in investing in our people and commit to developing you as a professional.

THE ROLE

We are seeking a dynamic and driven Chief of Staff  to join our External Relations team. The ideal candidate will possess exceptional strategic planning, project management, data analysis, and stakeholder management skills to propel our organization forward. Reporting directly to the Chief External Relations Officer and working closely with all members of the External Relations leadership team, the Chief of Staff  will play a vital role in identifying and executing impactful strategies and processes, enabling our school district, philanthropy, and strategic partnerships teams to operate effectively and scale. As the Chief of Staff, you will be challenged with a diverse array of opportunities to make a meaningful impact on our organization.

1. Business Operations

• Lead the operating rhythm for the External Relations organization, including planning cycles, leadership meetings, quarterly business reviews, and performance tracking against OKRs and key risks
• Implement and continually improve organizational systems and processes for goal-setting, decision-making, data tracking, and accountability
• Ensure the External Relations team has accurate timely data by working with the analytics team to analyze and surface insights from performance dashboards and guide strategic prioritization; ensure dashboard data fidelity 
• Support organizational design, hiring priorities, and onboarding for new External relations team members
• Build cross team culture and engagement, including organizing and facilitating leadership offsites, External Relations all-hands meetings, and internal communications that strengthen cohesion and transparency

2. Strategic Projects

• Lead and manage high-impact projects that advance Khan Academy’s growth and revenue goals  
• Provide analytical and strategic support to External Relations Leadership in evaluating business performance and new opportunities
• Build revenue and impact models to guide strategic discussions and planning
• Translate ambiguity into structure - define success metrics, clarify ownership, and ensure progress against strategic priorities
• Serve as a trusted thought partner for the Chief External Relations Officer in preparing for board meetings, external engagements, and major presentations

3. Cross-Functional Collaboration

• Act as  connective tissue between teams to ensure shared goals are clear, dependencies are managed, and execution is coordinated
• Partner with Analytics to define business rules, success metrics, and performance frameworks that inform decision-making
• Work closely with Product, Content, and Finance teams to align on shared goals, co-develop offerings, and ensure go-to-market plans reflect the needs of learners, teachers, parents and administrators
• Collaborate with the other Strategy & Operations leaders to coordinate on central processes such as: OKR planning, Quarterly Business Reviews and ad hoc projects 

WHAT YOU BRING

• 7+ years of professional experience, including at least 5 years in a strategic, operational, or Chief of Staff–type role within a mission-driven, fast-paced organization.
• Proven success in project management and organizational operations, with a track record of leading complex, cross-functional initiatives to completion.
• Strong analytical and problem-solving skills, with experience using data to inform strategic decisions, measure outcomes, and build analytical models.
• Experience in K-12 education go to market strategy or B2B go to market roles.
• Excellent written and verbal communication skills, including experience preparing executive-level materials such as board decks, OKR reports, or strategy memos.
• Demonstrated ability to build trusted relationships across teams and levels, serving as a connector, advisor, and thought partner to senior leaders.
• High degree of organization, attention to detail, and follow-through; able to manage multiple work streams and deadlines simultaneously.
• Deep commitment to Khan Academy’s mission of providing a free, world-class education for anyone, anywhere, and an understanding of the public education ecosystem (districts, philanthropy, and partnerships).
• A background in consulting, investment banking or business operations is a plus.
• Motivated by the Khan Academy mission “to provide a free world-class education for anyone, anywhere."
• Proven cross-cultural competency skills demonstrating self-awareness, awareness of other, and the ability to adopt inclusive perspectives, attitudes, and behaviors to drive inclusion and belonging throughout the organization.

PERKS AND BENEFITS

We may be a non-profit, but we reward our talented team extremely well! We offer:

• Competitive salaries
• Ample paid time off as needed – Your well-being is a priority
• 8 pre-scheduled Wellness Days in 2026 occurring on a Monday or a Friday for a 3-day weekend boost
• Remote-first culture - that caters to your time zone, with open flexibility as needed, at times
• Generous parental leave
• An exceptional team that trusts you and gives you the freedom to do your best
• The chance to put your talents towards a deeply meaningful mission and the opportunity to work on high-impact products that are already defining the future of education
• Opportunities to connect through affinity, ally, and social groups
• And we offer all those other typical benefits as well: 401(k) + 4% matching & comprehensive insurance, including medical, dental, vision, and life

At Khan Academy we are committed to fair and equitable compensation practices, the well-being of our employees, and our Khan community. This belief is why we have built out a robust Total Rewards package that includes competitive base salaries, and extensive benefits and perks to support physical, mental, and financial well-being.

The compensation band for this role is $120,800 - $135,900 USD annually for candidates based in the United States and $163,238 - $183,643 CAD annually for candidates based in Canada.

The pay range for this position is a general guideline only. The salary offered will depend on internal pay equity and the candidate’s relevant skills, experience, qualifications, and job market data. 

MORE ABOUT US

• Sal’s TED talk from 2011
• Sal’s TED talk from 2015
• Sal's TED talk from 2023
• Our team:  http://www.khanacademy.org/about/the-team

OUR COMPANY VALUES

Live & breathe learners

We deeply understand and empathize with our users. We leverage user insights, research, and experience to build content, products, services, and experiences that our users trust and love. Our success is defined by the success of our learners and educators.

Take a stand

As a company, we have conviction in our aspirational point of view of how education will evolve. The work we do is in service to moving towards that point of view. However, we also listen, learn and flex in the face of new data, and commit to evolving this point of view as the industry and our users evolve.

Embrace diverse perspectives

We are a diverse community. We seek out and embrace a diversity of voices, perspectives and life experiences leading to stronger, more inclusive teams and better outcomes. As individuals, we are committed to bringing up tough topics and leaning into different points of view with curiosity. We actively listen, learn and collaborate to gain a shared understanding. When a decision is made, we commit to moving forward as a united team.

Work responsibly and sustainably

We understand that achieving our audacious mission is a marathon, so we set realistic timelines and we focus on delivery that also links to the bigger picture. As a non-profit, we are supported by the generosity of donors as well as strategic partners, and understand our responsibility to our finite resources. We spend every dollar as though it were our own. We are responsible for the impact we have on the world and to each other. We ensure our team and company stay healthy and financially sustainable.

Bring out the joy

We are committed to making learning a joyful process. This informs what we build for our users and the culture we co-create with our teammates, partners and donors.

Cultivate learning mindset

We believe in the power of growth for learners and for ourselves. We constantly learn and teach to improve our offerings, ourselves, and our organization. We learn from our mistakes and aren’t afraid to fail. We don't let past failures or successes stop us from taking future bold action and achieving our goals.

Deliver wow

We insist on high standards and deliver delightful, effective end-to-end experiences that our users can rely on. We choose to focus on fewer things — each of which aligns to our ambitious vision — so we can deliver high-quality experiences that accelerate positive measurable learning with our strategic partners.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, gender, gender identity or expression, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status. We value diversity, equity, and inclusion, and we encourage candidates from historically underrepresented groups to apply.

As part of this commitment, Khan Academy will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact careers@khanacademy.org

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We are seeking a highly analytical and strategic finance leader to join the Strategic Finance team, supporting our Horizontal business lines.

Strategic Finance plays a central role in shaping company strategy, enabling executive decision-making, and driving performance against key objectives. This role sits within the Revenue Finance group—a high-impact, lean team with broad cross-functional ownership. The role will own consolidated top line forecasting across users and the loan portfolio, and partner closely with Analytics, Credit, Capital, and Investor Relations to develop a cohesive narrative on portfolio performance. You will operate as a strategic thought partner to senior leadership, leading critical workstreams across planning, forecasting, and performance management. The role will proactively generate insights that cut through ambiguity, drive action, and inform innovation, while shaping high-impact decisions and identifying opportunities to scale the business efficiently and profitably.

What you'll do

• Serve as the primary finance partner to Credit, Capital, Product, and Investor Relations, representing Revenue Finance in key forums and driving alignment on performance and priorities

• Build and own assumption-driven User and portfolio loan mix models by partnering cross-functionally to validate inputs, pressure-test key drivers, and ensure outputs reflect current business dynamics

• Monitor performance against forecast across portfolio, user, and segment levels; diagnose variances, identify root causes, and deliver forward-looking insights on user trends and the overall loan portfolio to inform adjustments and drive action

• Own consolidated reporting across Top of Funnel, Conversion, Users, Volume, and Loan Mix; synthesize key drivers including mix, credit, pricing, and commercial impacts

• Provide decision support on strategic initiatives, evaluating trade-offs and P&L implications to inform business and investment decisions

• Translate complex analyses into clear, executive-ready narratives that drive insight, inform strategy, and align cross-functional stakeholders

What we look for

• Proven ability to operate with ownership and influence in a fast-paced, ambiguous environment, with strong critical thinking and problem-solving skills

• 8+ years of experience in analytical roles (e.g., strategic finance, investment banking, consulting, data science, or analytics), with demonstrated impact on business outcomes

• Strong business judgment, with the ability to connect detailed analyses to broader strategic context and executive-level decisions

• Experience partnering with senior stakeholders and influencing decisions across cross-functional teams

• Expert in financial modeling; working knowledge of SQL and experience with data visualization tools (e.g., Sigma or similar) preferred

• Nice to Have

  • Familiarity with fintech, lending and payments business model

  • Experience leveraging AI-driven tools (e.g., Cursor, Claude Code) to enhance analytical workflows and insight generation

Pay Grade - M
Equity Grade - 5

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). In addition, the employees may be eligible for equity rewards offered by Affirm Holdings, Inc. (parent company).

CAN base pay range per year: $142,000 - $192,000

#LI-Remote

About the Finance team 

The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development. We deliver timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, we enable sustainable, informed growth by maintaining strong fiscal discipline.

About the team

We are seeking a highly analytical and strategic finance leader to join the Strategic Finance team, supporting our Horizontal business lines.

Strategic Finance plays a central role in shaping company strategy, enabling executive decision-making, and driving performance against key objectives. This role sits within the Revenue Finance group—a high-impact, lean team with broad cross-functional ownership. The role will own consolidated top line forecasting across users and the loan portfolio, and partner closely with Analytics, Credit, Capital, and Investor Relations to develop a cohesive narrative on portfolio performance. You will operate as a strategic thought partner to senior leadership, leading critical workstreams across planning, forecasting, and performance management. The role will proactively generate insights that cut through ambiguity, drive action, and inform innovation, while shaping high-impact decisions and identifying opportunities to scale the business efficiently and profitably.

What you'll do

• Serve as the primary finance partner to Credit, Capital, Product, and Investor Relations, representing Revenue Finance in key forums and driving alignment on performance and priorities

• Build and own assumption-driven User and portfolio loan mix models by partnering cross-functionally to validate inputs, pressure-test key drivers, and ensure outputs reflect current business dynamics

• Monitor performance against forecast across portfolio, user, and segment levels; diagnose variances, identify root causes, and deliver forward-looking insights on user trends and the overall loan portfolio to inform adjustments and drive action

• Own consolidated reporting across Top of Funnel, Conversion, Users, Volume, and Loan Mix; synthesize key drivers including mix, credit, pricing, and commercial impacts

• Provide decision support on strategic initiatives, evaluating trade-offs and P&L implications to inform business and investment decisions

• Translate complex analyses into clear, executive-ready narratives that drive insight, inform strategy, and align cross-functional stakeholders

What we look for

• Proven ability to operate with ownership and influence in a fast-paced, ambiguous environment, with strong critical thinking and problem-solving skills

• 8+ years of experience in analytical roles (e.g., strategic finance, investment banking, consulting, data science, or analytics), with demonstrated impact on business outcomes

• Strong business judgment, with the ability to connect detailed analyses to broader strategic context and executive-level decisions

• Experience partnering with senior stakeholders and influencing decisions across cross-functional teams

• Expert in financial modeling; working knowledge of SQL and experience with data visualization tools (e.g., Sigma or similar) preferred

• Nice to Have

  • Familiarity with fintech, lending and payments business model

  • Experience leveraging AI-driven tools (e.g., Cursor, Claude Code) to enhance analytical workflows and insight generation

Pay Grade - M
Equity Grade - 8

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

USA base pay range (CA, WA, NY, NJ, CT) per year: $180,000 - $230,000
USA base pay range (all other U.S. states) per year: $160,000 - $210,000

Please note that visa sponsorship is not available for this position.

#LI-Remote

Location: Toronto preferred

Reports to: Chief of Staff to the CEO

The Opportunity

Narvar is hiring! We are seeking a Strategy & Transformation Lead to join the Office of the CEO. This is a high-visibility, high-impact role designed for a professional who can bridge the gap between complex data and strategic storytelling. You will be responsible for defining how Narvar measures success in the age of AI, driving critical CEO-sponsored initiatives, and crafting relevant narratives on Narvar’s business and product evolution.

This is a unique opportunity for someone who enjoys bridging strategy to execution and exploring unchartered territory in how to evaluate a scaling business.  

Day-to-day

1. Analytics & Strategic Storytelling 

As the primary analytical lead for the Office of the CEO, you will define how Narvar communicates its value to the Board, investors, and the market.

• Value Framework: Evolve the metrics and logic for how we value products in an AI-first world
• Board & Executive Comms: Partner with the CoS to communicate data and key insights to the Board and Executive team. You will translate complex operational data into clear, persuasive narratives that highlight Narvar's strategic trajectory.
• Performance Architecture: Design and maintain a "Control Tower"— develop and evolve a suite of dashboards and KPIs that provide real-time visibility into business health and efficiency.

2. AI Transformation Program Management

You will drive a central role in Narvar’s internal AI evolution.

• Use Case Prioritization: Partner with cross-functional leaders (Engineering, GTM, Finance, CX) to identify, define, and rank-order internal AI use cases and tool deployments.
• Measurement Frameworks: Own the "Source of Truth" for AI progress. You will develop and track leading indicators (e.g., tool adoption) and lagging indicators (e.g., ticket resolution, time-to-value) to prove the transformation’s impact.
• Change Management: Ensure that AI initiatives aren't just "pilots" but are integrated into the core operational fabric of the company - including closing skill set gaps.

3. CEO-Sponsored Initiatives 

Take on additional CEO‑sponsored cross‑functional initiatives (AI‑adjacent or otherwise) where similar skills are needed: structured problem‑solving, cross‑org execution, and change leadership.

What we’re looking for

You are a high-level individual contributor who thrives in a "partnership" model. You don't need a large team to be effective; you need data, a goal, and the autonomy to build the solution.

• Experience: 6–10 years in Management Consulting, Investment Banking, or Strategy/BizOps at a high-growth technology company. Startup and transformation experience within the E-commerce/Retail SaaS/B2B space is strongly preferred.
• Data-Driven Rigor: A passion for measurement. You are comfortable defining KPIs, designing skill frameworks, and building models to quantify business value.
• Narrative Mastery: You have a gift for slide design and executive writing. You can take raw data and turn it into a story that influences a Boardroom.
• High Agency: A self-motivated, "builder" mindset. You thrive in fast-paced environments and can manage multiple high-priority strategic initiatives without losing sight of the details. You enjoy collaboration and constant communication across diverse teams.
• AI Fluency: Familiar with modern AI and productivity tools (LLM-based copilots, automation, BI). You have a practical, "human-first" lens on how non-technical teams adopt new tech.

Why Narvar?

We're on a mission to simplify the everyday lives of consumers. Post-purchase is a critical phase of the customer journey. That's why we created Narvar - a platform focused on driving customer loyalty through seamless post-purchase experiences that allow retailers to retain, engage, and delight customers. If you've ever bought something online, there's a good chance you've used our platform!

From the hottest new direct-to-consumer companies to retail’s most renowned brands, Narvar works with GameStop, Neiman Marcus, Sonos, Nike, and 1300+ other brands. With hubs in San Francisco, Atlanta, London, and Bangalore, we've served over 125 million consumers worldwide across 10+ billion interactions, 38 countries, and 55 languages.

Pioneering the post-purchase movement means navigating into the unknown. Our team thrives on this sense of adventure while nurturing a mindset of innovation. We're a home for big hearts and we leave our egos at the door. We work hard but we always make time to celebrate professional wins, baby showers, birthday parties, and everything in between.

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The Team

The Finance Team is integral to Federato's mission, ensuring the financial health and sustainable growth necessary to support Federato’s long-term mission. In addition to overseeing the nuts and bolts of core finance and business operations, our team drives strategic initiatives to accelerate growth and operating efficiency. This team combines financial expertise with a forward-thinking vision.

What You'll Be Doing:

• Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.
• Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.
• Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.
• Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.
• Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team, working closely with Controller.
• Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.
• Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.
• Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.
• Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.

Who We Hope You Are:

• Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment
• Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence
• Strong systems proficiency and the ability to leverage technology to scale the finance function 
• Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders (e.g., Board of Directors)
• 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS

Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Total compensation package does include stock options, benefits and additional perks. 

As an Enterprise Account Executive (AE) at Coconut Software, you will have a massive impact on our business by acquiring new customers and creating raving fans.  You will champion the entire sales process from start to finish - from prospecting new business to leading a cross functional sales effort alongside executive stakeholders. Your self-starter attitude and drive to achieve keeps you at the top of the leaderboard.

While Coconut AEs should have a strong technical aptitude and a deep understanding of Coconut’s platform and use cases, they also lead with a customer first approach.  Our focus is on the unique needs of each business and how we add value by attracting more clients, improving client experience, and helping to grow their business.  You will play a huge role in the growth of Coconut, and further your own growth journey in sales, with deep expertise in the Financial Services Industry. You bring a consultative, value-based sales approach to Financial Institutions, comfortably engaging executives across Retail, Wealth, and Contact Center to build business cases, quantify ROI, and navigate complex, multi-stakeholder buying cycles.

YOU ARE FIRED UP TO:

• Hunt and close net-new Enterprise logos in Financial Services and fintech, owning the full sales cycle from prospecting through to close
• Build and execute focused territory and account plans for priority banks, credit unions, and wealth firms, with a disciplined approach to pipeline creation and progression
• Lead long, complex Enterprise sales cycles, navigating RFP/RFI processes, InfoSec, Risk, Legal, and Procurement to keep high-value deals moving
• Run high-impact discovery, demos, and value/ROI conversations with senior stakeholders across Digital, Operations, Marketing, Contact Center, and IT
• Collaborate closely with BDRs, Marketing, and Solutions Engineers to design campaigns, accelerate deals, and win competitive evaluations

WHAT YOU BRING TO THE TEAM:

• Cumulative 10 years of proven full cycle sales experience, with at least 5 in Enterprise SaaS 
• Minimum 3+ years selling SaaS into Financial Institutions (banks, credit unions, or wealth management) at Enterprise scale, with a track record of new ARR from Tier 1–2 FIs
• Experience selling into large buyer groups/many stakeholders
• Genuine curiosity and thoughtfulness as you want to understand how this software achieves significant business impact
• A track record of achieving annual revenue targets of $1M+ in new ARR with six figure+ ACV, multi-year SaaS deals in Enterprise accounts
• Excellent verbal and written communication skills
• Demonstrated experience consistently exceeding target goals
• Able to travel weekly/monthly as needed to meet the Coconut teams and prospective clients (valid passport required)
• Unquestioned ethics and clarity around doing the right thing for our customers, for your co-workers and for the company
• We’re looking for an AE who actively explores emerging technologies—especially AI and LLMs—to drive smarter outreach and better outcomes. You have a solid understanding of how these tools work, a passion for continuous learning, and a track record of turning new ideas into real impact.

Affinity is the relationship intelligence platform built for the way private equity, venture capital, and growth equity firms actually work. Our customers don't just need a CRM, they need a system that understands their network, surfaces the right relationships at the right time, and turns proprietary deal flow into a competitive advantage.

As a Solutions Engineer, you sit at the center of that story. You're the person who makes the complex feel simple by translating Affinity's platform capabilities into clear, compelling narratives for PE and VC deal teams, while ensuring every proof of concept, integration, and technical conversation moves a deal forward.

You'll report to the Manager of Solutions Engineering and work closely with AEs, Customer Success, Product, and Engineering. SEs act as the connective tissue across the go-to-market organization.

What You'll Do

Technical Pre-Sales

• Own the technical sales motion for Growth, Mid-Market, and Strategic opportunities from first demo to signed contract.
• Deliver differentiated, persona-driven demos for PE/VC deal teams that connect Affinity's capabilities to how they source, manage, and close deals.
• Lead discovery conversations to uncover technical requirements, integration needs, and security considerations early in the sales cycle.
• Respond to RFPs and RFIs with crisp, accurate, and compelling content that reflects our platform's true strengths.
• Partner with AEs to shape deal strategy, influence qualification, and accelerate technical win decisions.
• Handle technical objections with confidence, using a command of our product, integrations, and competitive positioning.

Proof of Value (POV) Execution

• Design and lead structured POV engagements that demonstrate measurable business impact.
• Define success criteria upfront with champions and economic buyers; hold both sides accountable throughout.
• Collaborate with Professional Services on complex integration scoping and implementation planning.
• Maintain clear project momentum using Mutual Action Plans (MAPs) and consistent stakeholder communication.
• Use POV outcomes to build references, case studies, and repeatable playbooks for the broader SE team.

Information Security & Data Privacy

• Serve as the security expert for pre-sales by completing InfoSec questionnaires, navigating compliance conversations, and representing our Trust posture with confidence.
• Engage with C-level technical stakeholders on system architecture, data privacy, SSO/IDP configurations, and security policies.
• Translate complex security requirements into clear responses that build buyer trust without stalling deals.

SE Team Contributions

• Contribute to and improve team-wide SE assets: demo scripts, battlecards, integration guides, and objection-handling frameworks.
• Share deal insights, product gaps, and competitive intelligence that feed back into product roadmap and GTM strategy.
• Help raise the bar across the team.

What You Bring

Required

• Familiarity with private equity, venture capital, or financial services with a clear understanding of how deal teams operate and what they care about.
• 1+ years in a Solutions Engineering, Sales Engineering, or technical pre-sales role ideally at a B2B SaaS company.
• A track record of owning the technical sales motion: demos, POCs, RFPs, and security reviews.
• Fluency in SSO and IDP technologies (SAML, OAuth, SCIM).
• Experience navigating InfoSec questionnaires and compliance conversations in enterprise sales cycles.
• Exceptional communication skills. You can command a room with a CFO or dig into API architecture with a developer.
• Strong discovery instincts and comfort with value-based selling frameworks (Command of the Message, MEDDIC or similar).
• A degree in Computer Science, finance, or equivalent practical experience.

Nice to Have

• Hands-on experience with APIs and integrations. You can read API docs, scope integrations, and speak fluently with technical buyers.
• Salesforce Admin certification or meaningful hands-on SFDC experience.
• A background in security, compliance, or data privacy.
• Experience working with or demoing relationship intelligence, CRM, or data enrichment platforms.

What you’ll enjoy at Affinity

• We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy :) 
• We offer a 401k plan to help you plan for retirement.
• We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning! 
• We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
• Virtual team building and socials. Keeping people connected is essential.
  

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.  

A reasonable estimate of the current range is $123,000 to $154,000 USD Base. In addition, this position is also eligible to receive Commission based on sales targets. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. 

Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets.

The Role

We're seeking a performance-driven Paid Media Manager to lead our full-funnel paid media strategy and drive measurable growth across B2B channels. This role combines strategic thinking with hands-on execution, focusing on continuous testing, optimization, and AI-powered innovation. You'll own multi-million dollar budgets while pioneering new channel opportunities in the competitive private capital software space. This role reports to the VP of Demand Generation.

What will I be doing?

Strategic Planning & Execution

• Develop and execute comprehensive paid media strategies across the full funnel from awareness to conversion
• Own multi-channel campaign planning, budget allocation, and performance optimization across search, social, display, and emerging channels
• Lead quarterly and annual media planning aligned with revenue goals and pipeline targets
• Drive account-based marketing (ABM) campaigns targeting high-value private equity and venture capital prospects

Channel Management & Optimization

• Manage and optimize campaigns across Google Ads, LinkedIn Ads, Meta, Reddit, Connected TV, Display/Programmatic, and emerging B2B channels
• Continuously test new channels and ad formats to expand reach within private capital markets
• Implement advanced targeting strategies including account-based targeting, lookalike audiences, and intent-based targeting
• Execute sophisticated bid management and budget optimization strategies to maximize ROAS

AI-Powered Innovation

• Leverage AI tools daily for audience research, creative optimization, bid management, and performance analysis
• Implement AI-driven creative testing frameworks for ad copy, headlines, and visual assets
• Use machine learning tools for predictive audience modeling and campaign optimization

Testing & Growth Experimentation

• Design and execute rigorous A/B and multivariate testing programs across all channels
• Test new ad formats, bidding strategies, audience segments, and creative approaches
• Implement incrementality testing and attribution modeling to measure true campaign impact
• Pioneer testing in emerging channels and platforms relevant to B2B audiences

Analytics & Performance Management

• Own paid media KPIs including CAC, ROAS, pipeline contribution, and channel efficiency metrics
• Build comprehensive reporting dashboards and provide actionable insights to leadership
• Conduct deep-dive analysis on campaign performance, audience behavior, and competitive positioning

How You'll Work

• Think full-funnel – understand how paid media drives awareness, consideration, and conversion across the buyer journey
• Operate with precision – manage budgets efficiently while maintaining aggressive growth targets
• Collaborate seamlessly with Product Marketing, Sales, Marketing Operations, and Creative teams
• Stay ahead of trends – constantly evaluate new platforms, ad formats, and optimization techniques
• Leverage data obsessively – make decisions based on performance data, not intuition

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

• 5-7 years of B2B paid media experience, preferably in SaaS, fintech, or high-ACV software environments
• Proven track record managing annual paid media budgets of $2M+ with demonstrated ROI improvement
• Platform expertise across Google Ads, LinkedIn Ads, Meta Business Manager, Reddit Ads, Connected TV platforms, and programmatic platforms
• Advanced analytics skills with proficiency in Google Analytics, attribution platforms, and data visualization tools

Technical Proficiency

• Daily AI tool usage for campaign optimization, creative testing, and audience research
• Advanced Excel/Google Sheets skills for budget management and performance analysis
• Understanding of B2B marketing metrics including pipeline attribution, CAC payback, and lifetime value

Strategic Thinking

• Full-funnel mindset with ability to connect top-funnel activities to bottom-line revenue impact
• Testing methodology expertise including statistical significance, incrementality testing, and experiment design
• Competitive analysis skills with ability to monitor and respond to competitor media strategies
• Budget optimization experience with ability to allocate spend across channels for maximum efficiency

Industry Knowledge

• Understanding of B2B buying cycles and account-based marketing principles
• Familiarity with private capital markets preferred but not required
• Knowledge of privacy regulations and their impact on digital advertising (GDPR, CCPA, iOS changes)
• Awareness of emerging channels and willingness to test new opportunities

Why This Role Matters

You'll be instrumental in scaling Affinity's growth by building a world-class paid media engine that efficiently acquires high-value customers in the competitive private capital software market. Your expertise in testing, optimization, and AI-powered innovation will directly impact our ability to capture market share and drive sustainable revenue growth.

This is a high-impact role where your strategic thinking and execution excellence will be visible at the highest levels of the organization, with direct influence on company growth and market positioning.

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients.
• Health Benefits: We cover both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP plan to help you plan for your future.
• Learning & Development: We provide an annual education budget and a comprehensive L&D program.
• Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
• Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to succes.

A reasonable estimate of the current range is $91,200.00 - $114,000.00 CAD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets.

The Role

We're seeking a performance-driven Paid Media Manager to lead our full-funnel paid media strategy and drive measurable growth across B2B channels. This role combines strategic thinking with hands-on execution, focusing on continuous testing, optimization, and AI-powered innovation. You'll own multi-million dollar budgets while pioneering new channel opportunities in the competitive private capital software space. This role reports to the VP of Demand Generation.

What will I be doing?

Strategic Planning & Execution

• Develop and execute comprehensive paid media strategies across the full funnel from awareness to conversion
• Own multi-channel campaign planning, budget allocation, and performance optimization across search, social, display, and emerging channels
• Lead quarterly and annual media planning aligned with revenue goals and pipeline targets
• Drive account-based marketing (ABM) campaigns targeting high-value private equity and venture capital prospects

Channel Management & Optimization

• Manage and optimize campaigns across Google Ads, LinkedIn Ads, Meta, Reddit, Connected TV, Display/Programmatic, and emerging B2B channels
• Continuously test new channels and ad formats to expand reach within private capital markets
• Implement advanced targeting strategies including account-based targeting, lookalike audiences, and intent-based targeting
• Execute sophisticated bid management and budget optimization strategies to maximize ROAS

AI-Powered Innovation

• Leverage AI tools daily for audience research, creative optimization, bid management, and performance analysis
• Implement AI-driven creative testing frameworks for ad copy, headlines, and visual assets
• Use machine learning tools for predictive audience modeling and campaign optimization

Testing & Growth Experimentation

• Design and execute rigorous A/B and multivariate testing programs across all channels
• Test new ad formats, bidding strategies, audience segments, and creative approaches
• Implement incrementality testing and attribution modeling to measure true campaign impact
• Pioneer testing in emerging channels and platforms relevant to B2B audiences

Analytics & Performance Management

• Own paid media KPIs including CAC, ROAS, pipeline contribution, and channel efficiency metrics
• Build comprehensive reporting dashboards and provide actionable insights to leadership
• Conduct deep-dive analysis on campaign performance, audience behavior, and competitive positioning

How You'll Work

• Think full-funnel – understand how paid media drives awareness, consideration, and conversion across the buyer journey
• Operate with precision – manage budgets efficiently while maintaining aggressive growth targets
• Collaborate seamlessly with Product Marketing, Sales, Marketing Operations, and Creative teams
• Stay ahead of trends – constantly evaluate new platforms, ad formats, and optimization techniques
• Leverage data obsessively – make decisions based on performance data, not intuition

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

• 5-7 years of B2B paid media experience, preferably in SaaS, fintech, or high-ACV software environments
• Proven track record managing annual paid media budgets of $2M+ with demonstrated ROI improvement
• Platform expertise across Google Ads, LinkedIn Ads, Meta Business Manager, Reddit Ads, Connected TV platforms, and programmatic platforms
• Advanced analytics skills with proficiency in Google Analytics, attribution platforms, and data visualization tools

Technical Proficiency

• Daily AI tool usage for campaign optimization, creative testing, and audience research
• Advanced Excel/Google Sheets skills for budget management and performance analysis
• Understanding of B2B marketing metrics including pipeline attribution, CAC payback, and lifetime value

Strategic Thinking

• Full-funnel mindset with ability to connect top-funnel activities to bottom-line revenue impact
• Testing methodology expertise including statistical significance, incrementality testing, and experiment design
• Competitive analysis skills with ability to monitor and respond to competitor media strategies
• Budget optimization experience with ability to allocate spend across channels for maximum efficiency

Industry Knowledge

• Understanding of B2B buying cycles and account-based marketing principles
• Familiarity with private capital markets preferred but not required
• Knowledge of privacy regulations and their impact on digital advertising (GDPR, CCPA, iOS changes)
• Awareness of emerging channels and willingness to test new opportunities

Why This Role Matters

You'll be instrumental in scaling Affinity's growth by building a world-class paid media engine that efficiently acquires high-value customers in the competitive private capital software market. Your expertise in testing, optimization, and AI-powered innovation will directly impact our ability to capture market share and drive sustainable revenue growth.

This is a high-impact role where your strategic thinking and execution excellence will be visible at the highest levels of the organization, with direct influence on company growth and market positioning.

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients.
• Health Benefits: We cover both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer a pension plan through SmartPension to help you plan for your future.
• Learning & Development: We provide an annual education budget and a comprehensive L&D program.
• Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
• Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.

A reasonable estimate of the current range is $95,500.00 - $133,000.00 USD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

Banyan Software is seeking a purpose-driven leader to serve a dual role: Head of Impact for Banyan Software and Executive Director of the Banyan Software Foundation. Endowed with a $100M USD stock commitment, the Foundation will become one of Banyan’s largest shareholders and a cornerstone of its purpose-driven culture. Its focus areas include equal access to education, upskilling for the future of work, and technologies advancing environmental sustainability. Reporting to the Chief Operating Officer and the Foundation’s Board of Directors, this leader will be jointly supported by the Foundation (for philanthropic activities) and Banyan (for employee impact initiatives outside the Foundation’s charitable scope).

This role blends strategy and storytelling — building the Foundation’s governance and programs while embedding its mission across Banyan. The Executive Director will turn strategy into visible, measurable impact that inspires employees and strengthens Banyan’s culture of enduring impact. The ideal candidate is a seasoned social impact practitioner with experience scaling and governing philanthropic foundations. They understand how purpose fuels culture and will partner closely with Banyan’s communications and engagement teams to make the Foundation a living expression of Banyan’s values.

Key Responsibilities

Foundation Leadership & Governance

• Establish the mission, vision, and governance of the Banyan Software Foundation.
• Develop and execute a strategic plan and operating model that ensure lasting impact, accountability, and sustainability.
• Lead the design of annual granting, budget, and reporting frameworks.
• Oversee compliance, financial management, and operational processes.

Engagement & Storytelling

• Build programs that bring the Foundation’s mission to life across Banyan.
• Partner with Banyan’s Employee Communications & Engagement Manager to co-design internal communications, campaigns, and events that drive awareness and connection.
• Develop a storytelling strategy that captures the tangible human impact of Banyan’s grants, including capturing stories from grantees as well as sending employees into the field to witness, document, and share stories.
• Create opportunities for employees to contribute time, skills, and voices to the Foundation’s mission.

Operational Excellence

• Develop a small, high-performing team and vendor network that supports operational efficiency and creative storytelling.
• Measure and communicate impact regularly to both internal and external audiences.
• Steward resources responsibly and transparently to ensure lasting impact.

External Relations & Visibility

• Serve as the face of the Foundation to partners, grantees, and the community.
• Lead PR and content strategies that elevate the Foundation and Banyan’s purpose-driven reputation.
• Build partnerships with aligned organizations to expand reach and credibility.

Corporate Impact & Culture

• Lead Banyan’s broader impact strategy, aligning purpose, sustainability, and social good with business success.
• Build opportunities for volunteering, skills-based giving, and local engagement.
• Measure and communicate internal impact metrics that reinforce Banyan’s purpose-driven culture.

Desired skills and qualifications

• 10+ years of leadership in corporate social impact, philanthropy, or purpose-driven organizations.
• Proven ability to build and scale initiatives with strong governance and measurable outcomes.
• Strategic, outcomes-oriented approach to philanthropy with investment discipline.
• Experience managing budgets and working with boards and executives.
• Strong communication, storytelling, and engagement skills.
• Entrepreneurial, collaborative, and passionate about making social impact tangible.
• Entrepreneurial and collaborative mindset, with a passion for making social impact feel real and tangible.
• Bachelor’s or Master’s degree in business, human resources, finance, or related field.

The expected base salary for this position is: CAD $140,000 - $170,000, this excludes annual bonus and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

Position Summary: 

As Principal, Strategic Partnerships, you will be responsible for building and leading strategic partnerships on behalf of League and will report to the SVP of Customer & Partner Ecosystem.  You will manage partnerships within a single portfolio or combination of partnerships across System Integrator & Enterprise Technology, and/or Product/ISV segments.  You will be responsible for the strategy, execution, negotiation/contract management, and relationship management for your partnerships towards achievement of business objectives, prioritizing sourcing and influencing closed won revenue.

The ideal candidate will have demonstrated experience growing and managing partnerships with Systems Integrators, Cloud providers or ISVs & AI natives, with proven success in driving opportunities via complex partner networks. They will have shown the ability to think strategically, navigate complex partner ecosystems, and lead cross-functional teams to execute on revenue-generating KPIs.  The ideal candidate must have experience in healthcare/digital health.

In this role, you will: 

• Partnership strategy definition and alignment: Define success/KPIs, develop a plan to get there, and align support to achieve those targets independently (including cross functional stakeholders, external stakeholders, working team and leadership).
• Develop sales strategies and identify opportunities that align to League’s platform go-to-market segments (focus on payors by working closely with internal and external commercial teams. 
• Continuously educating and enabling partners on League’s unique positioning and value proposition, and enabling internal teams on new partnerships. 
• Collaborate with Product Marketing to develop ‘better together’ messaging for the partnership and enable our internal and partner commercial teams.
• Partner with Marketing on strategies to drive partnership awareness through joint blogs, podcasts, webinars, case studies, etc.
• Define and gain alignment on the partnership product roadmap internally and with the partner product development teams (e.g. technology integrations).
• Execution: Deliver on objectives at a high standard, on time, and meeting success criteria (e.g. partner-generated and partner-influenced KPI’s, sales qualified opportunities, revenue targets) independently. 
• Responsible for driving execution on the strategy from start to finish, internally & externally, cross functionally, and with all levels of leadership. 
• Effectively consider dependencies and mitigate risks when planning work.
• Manage partnerships to the partnership health framework.  
• Proactively raise and address issues, such that the resulting impact is minimized. 
• Partnership Structuring & Negotiation: Responsible for defining commercial models and negotiating contracts resulting in longstanding win-win partnerships independently. 
• Successfully navigate, identify, evaluate and prioritize risk to minimize negative impacts to the business. 
• Manage partnerships in alignment with contracts.
• Relationship Management: Ensure healthy partner relationships that both position the partnership for success in achieving objectives, and are aligned with League's core values.   
• Develop and nurture relationships at all levels (including senior executives) and across all applicable functions within the partner organization. Identify and collaborate with key decision-makers and influencers.
• Coordinate governance (e.g. QBRs) with key stakeholders to drive partnerships forward.
• Manage partnerships such that teams that are responsive, execute, make decisions, ideate well together, and trust each other.  If one of these tenants falls, you ensure that it is promptly addressed.
• Security-related responsibilities: 
• Compliance with Information Security Policies
• Responsibility and accountability for executing League's policies and procedures
• Notification of HR, Legal, Compliance & Security of any incidents, breaches or policy violations

We're looking for: 

• 5+ Years of partner or channel development/management, co-selling, and/or experience working with ISVs, Global System Integrators (e.g. Deloitte, Accenture - experience in digital transformation a bonus) and/or with a Cloud Provider (e.g. Google, Microsoft, AWS)
• 5+ years of partner management experience with revenue-generating KPIs
• Experience building partner evaluation frameworks, building and onboarding new partners, and ongoing execution of the partnership post-launch.
• 7+ years of experience in healthcare/digital health
• AI and agentic platform literacy

• Nice-to-have: 
• Consulting, investment banking, corporate development experience and/or MBA
• AI-native platform experience
• Entrepreneurial experience or experience building net new partner revenue lines at a hyper-growth organization
• Strong understanding of the payor market

• Use AI tools as part of your daily workflow to enhance productivity, problem-solving, and decision-making (e.g., drafting, analysis, coding, research, or process automation)
• Apply judgment and accountability when using AI by reviewing outputs for accuracy, bias, and quality before use
• Continuously learn and adapt as new AI tools and capabilities emerge, incorporating them into your ways of working
• Identify opportunities to improve how work gets done from personal productivity to team-level workflows by leveraging AI effectively
• Operate with strong data responsibility and security awareness, especially when working with sensitive or regulated information

• Individual Contributors: Use AI to improve personal productivity and quality of output
• Senior ICs / Managers: Integrate AI into team workflows and improve processes
• Leaders: Drive AI adoption at the organizational level and shape how work is done across teams

• Demonstrated experience using AI tools in a practical, responsible way
• Curiosity and openness to experimenting with new technologies
• Ability to balance efficiency with quality and sound judgment

The Role

We're looking for an Associate to help build the Onboarding & Integration business at Beacon, owning how we successfully integrate newly acquired businesses into the portfolio at scale. This role sits at the center of everything that happens before and after a new partnership closes; managing the onboarding process that serves our HQ teams, building trust with our new founders, and developing the scalable systems that make integration better with each repetition as our business evolves.

This role is positioned at the intersection of our Engineering, Product, Investment, Finance and Operations teams, interfacing daily with founders and Beacon’s functional leaders. You will be the right hand person building a mission critical function at a fast growing business, working directly alongside the Director of Integration with real input into how this business operates. You will become an expert on how software businesses are bought, sold and scaled across dozens of verticals, with a front-row seat to every Beacon deal from pre-close through integration and successful operation.

What You’ll Own

Integration Execution: Project tracking across various functional workstreams for multiple newly acquired businesses during onboarding and integration. Serve as the primary point of contact for incoming CEOs, managing the relationship from pre-close through integration and building the trust that makes a permanent partnership work.

Cross-Functional Leadership: Embody the connective tissue between Investment, Engineering, Product, Finance and Operations, managing the CEO relationship, resolving blockers, sharing context, and holding stakeholders accountable to integration timelines. Support deal teams in presenting Beacon’s integration approach to prospective acquisitions prior to close. Represent the integration function in cross-functional forums and escalate strategic priorities.

Function Building: Build and improve automation tools and AI-enabled workflows that make the integration process faster, more consistent, and more scalable across a growing portfolio. Develop and deploy integration playbooks, templates, and systems that reduce reliance on any single person. Identify patterns across integrations and translate them into structural improvements that raise the floor for every new acquisition.

Who You Are

There is no single background that defines this role. We care more about how you think, operate, and lead than where you came from. That being said, the team members who will be most successful, likely look something like this:

• The Corp Dev Doer: You’ve acquired and integrated businesses as a corporate development leader at a strategic business. You understand how acquisitions are consummated and you’re ready to be the person who ensures they succeed long-term. You understand what it’s like to contribute to a strategic business, work with a diverse set of functional leaders and build a culture of both founder and customer empathy.
• The Hungry Consultant: You’ve spent years advising on M&A transactions and/or integrations. You’ve run the workstreams, managed stakeholders, and built the decks, but you’ve evolved to desire more accountability for the outcome, rather than the recommendation. You likely started in investment banking or consulting and worked on enough projects to realize you wanted to be on the operating side.
• The Startup Operator: You’ve been an early employee or operator at your own business, worn every hat, and built things from scratch that worked, some that didn’t. You have a deep understanding of what it’s like to be in the operator's shoes at a small business, how to move quickly, how to manage change and how to speak to executives with confidence.

What We're Looking For

Must Have

• 2 to 4 years of experience in corporate development, investment banking, M&A integration, management consulting, and/or business operations
• Demonstrated ability to run complex, multi-stakeholder projects independently from start to finish
• Familiarity with the M&A process and genuine curiosity about how businesses are bought, integrated, and scaled
• Strong founder empathy and ability to communicate effectively with both executives and junior team members
• Comfortable with AI tools and automation platforms
• Self-starter who thrives in ambiguous, high-autonomy environments
• Can articulate why software isn’t dead

Nice to Have

• Experience with software businesses, and mid-market businesses
• Genuine interest in buy-and-build investment strategies

The Role

We're looking for an Associate to help build the Onboarding & Integration business at Beacon, owning how we successfully integrate newly acquired businesses into the portfolio at scale. This role sits at the centre of everything that happens before and after a new partnership closes; managing the onboarding process that serves our HQ teams, building trust with our new founders, and developing the scalable systems that make integration better with each repetition as our business evolves.

This role is positioned at the intersection of our Engineering, Product, Investment, Finance and Operations teams, interfacing daily with founders and Beacon’s functional leaders. You will be the right hand person building a mission critical function at a fast growing business, working directly alongside the Director of Integration with real input into how this business operates. You will become an expert on how software businesses are bought, sold and scaled across dozens of verticals, with a front-row seat to every Beacon deal from pre-close through integration and successful operation.

What You’ll Own

Integration Execution: Project tracking across various functional workstreams for multiple newly acquired businesses during onboarding and integration. Serve as the primary point of contact for incoming CEOs, managing the relationship from pre-close through integration and building the trust that makes a permanent partnership work.

Cross-Functional Leadership: Embody the connective tissue between Investment, Engineering, Product, Finance and Operations, managing the CEO relationship, resolving blockers, sharing context, and holding stakeholders accountable to integration timelines. Support deal teams in presenting Beacon’s integration approach to prospective acquisitions prior to close. Represent the integration function in cross-functional forums and escalate strategic priorities.

Function Building: Build and improve automation tools and AI-enabled workflows that make the integration process faster, more consistent, and more scalable across a growing portfolio. Develop and deploy integration playbooks, templates, and systems that reduce reliance on any single person. Identify patterns across integrations and translate them into structural improvements that raise the floor for every new acquisition.

Who You Are

There is no single background that defines this role. We care more about how you think, operate, and lead than where you came from. That being said, the team members who will be most successful, likely look something like this:

• The Corp Dev Doer: You’ve acquired and integrated businesses as a corporate development leader at a strategic business. You understand how acquisitions are consummated and you’re ready to be the person who ensures they succeed long-term. You understand what it’s like to contribute to a strategic business, work with a diverse set of functional leaders and build a culture of both founder and customer empathy.
• The Hungry Consultant: You’ve spent years advising on M&A transactions and/or integrations. You’ve run the workstreams, managed stakeholders, and built the decks, but you’ve evolved to desire more accountability for the outcome, rather than the recommendation. You likely started in investment banking or consulting and worked on enough projects to realize you wanted to be on the operating side.
• The Startup Operator: You’ve been an early employee or operator at your own business, worn every hat, and built things from scratch that worked, some that didn’t. You have a deep understanding of what it’s like to be in the operator's shoes at a small business, how to move quickly, how to manage change and how to speak to executives with confidence.

What We're Looking For

Must Have

• 2 to 4 years of experience in corporate development, investment banking, M&A integration, management consulting, and/or business operations
• Demonstrated ability to run complex, multi-stakeholder projects independently from start to finish
• Familiarity with the M&A process and genuine curiosity about how businesses are bought, integrated, and scaled
• Strong founder empathy and ability to communicate effectively with both executives and junior team members
• Comfortable with AI tools and automation platforms
• Self-starter who thrives in ambiguous, high-autonomy environments
• Can articulate why software isn’t dead

Nice to Have

• Experience with software businesses, and mid-market businesses
• Genuine interest in buy-and-build investment strategies

The Role

We're looking for an Associate to help build the Onboarding & Integration business at Beacon, owning how we successfully integrate newly acquired businesses into the portfolio at scale. This role sits at the center of everything that happens before and after a new partnership closes; managing the onboarding process that serves our HQ teams, building trust with our new founders, and developing the scalable systems that make integration better with each repetition as our business evolves.

This role is positioned at the intersection of our Engineering, Product, Investment, Finance and Operations teams, interfacing daily with founders and Beacon’s functional leaders. You will be the right hand person building a mission critical function at a fast growing business, working directly alongside the Director of Integration with real input into how this business operates. You will become an expert on how software businesses are bought, sold and scaled across dozens of verticals, with a front-row seat to every Beacon deal from pre-close through integration and successful operation.

What You’ll Own

Integration Execution: Project tracking across various functional workstreams for multiple newly acquired businesses during onboarding and integration. Serve as the primary point of contact for incoming CEOs, managing the relationship from pre-close through integration and building the trust that makes a permanent partnership work.

Cross-Functional Leadership: Embody the connective tissue between Investment, Engineering, Product, Finance and Operations, managing the CEO relationship, resolving blockers, sharing context, and holding stakeholders accountable to integration timelines. Support deal teams in presenting Beacon’s integration approach to prospective acquisitions prior to close. Represent the integration function in cross-functional forums and escalate strategic priorities.

Function Building: Build and improve automation tools and AI-enabled workflows that make the integration process faster, more consistent, and more scalable across a growing portfolio. Develop and deploy integration playbooks, templates, and systems that reduce reliance on any single person. Identify patterns across integrations and translate them into structural improvements that raise the floor for every new acquisition.

Who You Are

There is no single background that defines this role. We care more about how you think, operate, and lead than where you came from. That being said, the team members who will be most successful, likely look something like this:

• The Corp Dev Doer: You’ve acquired and integrated businesses as a corporate development leader at a strategic business. You understand how acquisitions are consummated and you’re ready to be the person who ensures they succeed long-term. You understand what it’s like to contribute to a strategic business, work with a diverse set of functional leaders and build a culture of both founder and customer empathy.
• The Hungry Consultant: You’ve spent years advising on M&A transactions and/or integrations. You’ve run the workstreams, managed stakeholders, and built the decks, but you’ve evolved to desire more accountability for the outcome, rather than the recommendation. You likely started in investment banking or consulting and worked on enough projects to realize you wanted to be on the operating side.
• The Startup Operator: You’ve been an early employee or operator at your own business, worn every hat, and built things from scratch that worked, some that didn’t. You have a deep understanding of what it’s like to be in the operator's shoes at a small business, how to move quickly, how to manage change and how to speak to executives with confidence.

What We're Looking For

Must Have

• 2 to 4 years of experience in corporate development, investment banking, M&A integration, management consulting, and/or business operations
• Demonstrated ability to run complex, multi-stakeholder projects independently from start to finish
• Familiarity with the M&A process and genuine curiosity about how businesses are bought, integrated, and scaled
• Strong founder empathy and ability to communicate effectively with both executives and junior team members
• Comfortable with AI tools and automation platforms
• Self-starter who thrives in ambiguous, high-autonomy environments
• Can articulate why software isn’t dead

Nice to Have

• Experience with software businesses, and mid-market businesses
• Genuine interest in buy-and-build investment strategies

Who We Are

At Momentum Financial Services Group, we help people move forward by reimagining how money works for those who need it most. With more than 40 years of experience, we’re the team behind Money Mart, Canada’s largest non-bank branch network, and a leader in financial solutions for underserved communities. 

From short-term loans to money transfers and prepaid cards, we power the products, technology, and operations that connect over a million customers a year to the money they need, when they need it. 

At MFSG, we come together across teams and departments to create something bigger than ourselves: solutions that remove barriers and give people access to money they might not get anywhere else. Whether you're solving problems, building systems, or shaping strategy, your work fuels real support for real people.  

We’ve Got You Covered 

• Compensation Philosophy: Our strategy is designed to attract and retain top talent by offering competitive, fair, and performance-driven rewards. We benchmark against the market, recognize strong performance and continuously evolve to meet the needs of our people and our business.

• Discretionary Annual Bonus: Enjoy the opportunity for a discretionary bonus based on individual performance and company success.  

• Comprehensive Benefits: Our benefits include health and dental plans with 100% of the premiums covered. We also offer an Employee Assistance Program to support your mental well-being and provide resources for personal challenges.  

• Retirement Plans: Plan for your future with our robust retirement savings options, ensuring you’re set for the long haul.  

• Hybrid Work Environment: Experience the best of both worlds with our hybrid work model, allowing you to balance remote work with in-office. 

• Perks and Rewards: Enjoy reimbursement for tuition assistance and professional development, discounts through Perkopolis and participate in our rewards and recognition programs to celebrate your contributions. 

The Job: Senior Project Manager 
Responsible for the full cycle requirements gathering, planning, execution and reporting on key projects and programs impacting cross-functional areas of the business. This role will also play a crucial role in aligning project objectives with strategic business goals and ensuring effective stakeholder engagement at all levels of the organization. 

How You’ll Make an Impact: 

Program & Project Delivery

• Lead and manage multiple, complex enterprise-wide projects and programs from initiation to completion.
• Collaborate with cross-functional teams to define project scope, objectives, and deliverables.
• Identify and resolve project issues, bottlenecks, and conflicts.
• Manage third-party vendors, contracts, and external partnerships.

Governance, Risk & Compliance

• Conduct comprehensive risk assessments and develop mitigation strategies.
• Ensure regulatory compliance and data security.
• Develop and maintain project documentation (plans, schedules, risk logs, reports).

Financial & Resource Management

• Oversee budgeting, forecasting, and financial planning for project portfolios.
• Utilize project analytics to optimize resource allocation and efficiency.

Stakeholder Communication & Reporting

• Monitor and report on project progress to stakeholders and executive leadership.
• Foster effective communication across teams and stakeholders.
• Drive executive alignment and stakeholder buy-in (change initiatives).

Leadership, Strategy & PMO Development

• Demonstrate leadership by motivating and guiding project teams.
• Lead, mentor, and develop junior project managers.
• Support and evolve the ePMO through frameworks and continuous improvement.
• Drive strategic change management initiatives aligned with business goals.
  

 What You Bring: 

• Bachelor's degree in business, technology, finance, or a related field.
• PMP or equivalent certification preferred
• Minimum eight (8) years’ experience in the full-cycle planning and delivery of highly complex enterprise-wide projects.
• Proven experience as a Senior Project Manager in the finance or fintech industry with a successful track record of delivering complex enterprise-wide projects and Programs.
• Experience working in Agile, Waterfall, or hybrid project management environments.
• Experience working in retail banking, consumer lending or financial technology operations is preferred.
• Strong background in vendor management, contract negotiation, and third-party oversight.

Skills:

• Proven ability to lead large-scale, complex projects and programs with enterprise-wide impact.
• Strategic mindset with experience aligning project outcomes with business objectives and organizational vision.
• Strong executive presence with the ability to influence and drive decision-making at senior leadership levels.
• Expertise in portfolio management, resource allocation and prioritization across multiple projects.
• Advanced negotiation and conflict resolution skills to manage stakeholder expectations and drive successful outcomes.
• Experience developing and implementing PMO best practices, governance frameworks and methodologies.
• Strong financial acumen with experience in budget management, financial forecasting and return-on-investment (ROI) analysis.

Additionally:

• Influences cross-functional processes or small financial outcomes.
• Adapts communication style to different audiences. Facilitates discussions, resolves conflicts, and collaborates across teams.
• Addresses diverse issues, adapting approaches and integrating data to develop practical solutions.
• Develops tactical plans aligned with departmental strategy. Supports delivery of functional objectives.
• Exercises discretion in managing own tasks and priorities within established parameters.
• Leads multiple teams or functions through supervisors; ensures goals and standards are met.

Committed to Equal Opportunity:

MFSG is committed to accommodating applicants up to the point of undue hardship during the recruitment, assessment and selection process. If you are selected for an interview, please notify MFSG if you require accommodation in respect of the materials or procedures used at any time during this process. If you require accommodation, MFSG will work with you to determine how to meet your needs.

Please note: The salary range for this position is between C$ 125000 to C$ 135000.

Toronto, ON

Want to work at a multinational investment bank?

Join mthree as a Production Support Analyst and fast-track your career by working with one of our leading global banking clients in Toronto. You’ll support critical Capital Markets trading systems in a fast-paced commodities and futures environment, working closely with front office users to ensure stability, performance, and continuous improvement of production platforms.

What you’ll do:

This role focuses on supporting large-scale production systems within Capital Markets, ensuring end-to-end stability of trading applications while driving operational excellence.

• Provide specialized application support for Capital Markets trading platforms (approx. 60%)

• Perform end-of-day monitoring, incident management, root cause analysis, and problem resolution

• Support commodities and futures trading activities including trade flow/STP, P&L valuation, and breaks

• Work directly with Front Office business users in a high-pressure trading environment

• Monitor and support market data feeds and core trading applications

• Analyze existing systems and liaise with Business and Development teams to drive system improvements

• Manage user access and entitlements (approx. 20%)

• Coordinate with internal teams and external vendors (approx. 20%)

• Participate in weekend work as required for projects, releases, and disaster recovery testing

• Provide 24x7 on-call support based on assigned shift for end-of-day monitoring

• Deliver to tight timelines in a fast-paced trading environment

What we’re looking for: (must have)

• Experience working in the financial services industry, ideally within Capital Markets / Futures

• Strong knowledge of Commodities and Futures products

• Proven experience supporting large-scale production systems

• Hands-on experience with end-of-day processing, monitoring, incident management, and root cause analysis

• Understanding of trade lifecycle concepts (trade flow/STP, P&L valuation, breaks)

• Experience with tools such as ITRS Geneos, CTRL-M, and Windows environments

• Working knowledge of Python scripting

• Experience supporting MQ, SOLACE, Oracle, and Microsoft SQL Server

• Strong communication skills and ability to work closely with Front Office users

Nice to have:

• Experience with trading platforms such as Openlink or XTP systems

• Understanding of ITIL processes

• Exposure to DevOps and Cloud technologies

• Prior experience coordinating or leading global support teams (onshore/offshore)

• Familiarity with Business Intelligence and reporting tools (e.g., Tableau)

About mthree

mthree is the award-winning talent and training partner for leading organizations worldwide. As technology continues to evolve, we ensure that professionals like you have the skills and opportunities to succeed in today's rapidly changing world.

By joining mthree, you'll gain:

Access to top roles with prestigious global clients, including tier-one investment banks.
The chance to work on impactful projects with a global leader in the finance industry.
A full suite of benefits, training, and support to help you thrive in your role.
Opportunities to transition into permanent roles with our clients and build a long-term career.

Whether you're starting your journey or looking for your next big opportunity, mthree connects you to roles where you can make a difference.

Why join us?

At mthree, we believe in empowering individuals to build impactful careers. When you join us, you're not just starting a new job; you're joining a global community of professionals working at the cutting edge of technology.

At mthree, our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We take great pride in celebrating the diversity of each individual who contributes to making mthree the company it is today and will be in the future. We value diversity both within mthree and with our partner companies, and we're proud to provide an environment where all our colleagues can flourish. That means promoting a strong culture of equality but, most importantly, inclusion.

About Clutch:

We’re on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada’s largest online used car retailer, delivering a seamless, hassle-free car-buying experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their home, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that’s just the beginning.

Named five years in a row to the Globe & Mail’s list of the Top Growing Companies in Canada and also awarded spots on Deloitte’s Technology Fast 50™ and Fast 500™ lists, we’re looking to add curious, hard-working, and driven individuals to our growing team.

Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, British Columbia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

We are on a mission to build a world-class team that drives innovation, growth, and excellence. As we scale rapidly, we are looking for a Strategy & Operations Manager to join our Vehicle Markets Group / Pricing Team! We are responsible for turning complex pricing and operational data into clear, actionable strategies—owning reporting, frameworks, and cross-functional execution that drive funnel conversion, margin expansion, and inventory efficiency across the retail, wholesale and export markets. In this position, you’ll turn market data into the playbooks that drive growth—sharpening our conversion engine, informing smarter day-0 pricing and aging rules, and steering inventory and disposition choices for maximum value. You’ll own the reporting cadence and strategic projects that keep executives aligned, ensuring insights become action and our 12×-turn, margin-expansion targets stay on track. In short, you’ll serve as the strategic bridge between analytics and execution.

What you’ll do: 

• Funnel Conversion Optimization: Build weekly and monthly dashboards and forecasts, actively tuning conversion for both offer volume and vehicle spread.
• Spread & Margin Waterfall Feedback Loop: Track expected, realized, and remaining spread, reconditioning costs, and front-end margin, feeding those insights back into pricing models for continuous improvement.
• Retail Pricing & Aging Framework: Develop day-0 pricing and aging rules that balance days-to-sell, forecasted spread, recon estimates, and bid–ask adjustments to maintain a 12× inventory turn while maximizing margin.
• Inventory Mix Model: Determine the optimal inventory mix and dollar weightings using market data, factoring in expected turn and Clutch GPU (gross profit per unit) performance.
• Disposition Decision Logic: Define data-driven routing rules for Wholesale, Retail, and Export to maximize vehicle value.
• Operating Rhythm & Strategic Projects: Run business reviews, OKR tracking, and cross-functional initiatives from concept through execution.

What we’re looking for: 

• Education: Minimum High school diploma or equivalent
• Experience: 3+ years of experience in strategy/management consulting, investment banking, corporate development, or 3+ years at a high-growth technology company in a BizOps, or pricing operations role. 
• Willing to commute to our headquarter in downtown Toronto (60 Adelaide Street East); remote candidates will not be considered.
• Analytical mindset (“good with the numbers”) + execution-driven attitude (not afraid to “roll up your sleeves and get your hands dirty”).
• Excellent communication and interpersonal skills, with the ability to build relationships and work effectively across teams and levels of the organization.
• Experience in a high-growth, fast-paced, and operationally intensive environment.
• Experience or interest in auto and/or consumer financing is a bonus - but you can expect to learn on the job.

Why you’ll love it at Clutch: 

• Autonomy & ownership – opportunity to build your process and influence the company workforce and at every level.
• Help shape the future of car buying and selling in Canada by leading a critical part of our customer experience.
• We are dedicated to attracting and retaining top talent with top-of-market compensation packages.
• Above market health & dental benefits.

Employment Type:

• New, Permanent Full-Time

Compensation & Benefits:

• Salary Range: 
  
  • S&O: $110k - $130k (plus equity)
• Benefits: Comprehensive benefits plans include healthcare, dental care, vision care, prescriptions, life insurance and dependent coverage; start from day 1. (Applicable for Permanent Full-Time)
• Pay decisions reflect objective criteria: skills, performance, market benchmarking, responsibilities and working conditions.

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email talent@clutch.ca.

About Clutch:

We’re on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada’s largest online used car retailer, delivering a seamless, hassle-free car-buying experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their home, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that’s just the beginning.

Named five years in a row to the Globe & Mail’s list of the Top Growing Companies in Canada and also awarded spots on Deloitte’s Technology Fast 50™ and Fast 500™ lists, we’re looking to add curious, hard-working, and driven individuals to our growing team.

Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, British Columbia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

We are on a mission to build a world-class team that drives innovation, growth, and excellence. As we scale rapidly, we are looking for a Strategy & Operations Manager to join our Vehicle Markets Group / Pricing Team! We are responsible for turning complex pricing and operational data into clear, actionable strategies—owning reporting, frameworks, and cross-functional execution that drive funnel conversion, margin expansion, and inventory efficiency across the retail, wholesale and export markets. In this position, you’ll turn market data into the playbooks that drive growth—sharpening our conversion engine, informing smarter day-0 pricing and aging rules, and steering inventory and disposition choices for maximum value. You’ll own the reporting cadence and strategic projects that keep executives aligned, ensuring insights become action and our 12×-turn, margin-expansion targets stay on track. In short, you’ll serve as the strategic bridge between analytics and execution.

What you’ll do: 

• Funnel Conversion Optimization: Build weekly and monthly dashboards and forecasts, actively tuning conversion for both offer volume and vehicle spread.
• Spread & Margin Waterfall Feedback Loop: Track expected, realized, and remaining spread, reconditioning costs, and front-end margin, feeding those insights back into pricing models for continuous improvement.
• Retail Pricing & Aging Framework: Develop day-0 pricing and aging rules that balance days-to-sell, forecasted spread, recon estimates, and bid–ask adjustments to maintain a 12× inventory turn while maximizing margin.
• Inventory Mix Model: Determine the optimal inventory mix and dollar weightings using market data, factoring in expected turn and Clutch GPU (gross profit per unit) performance.
• Disposition Decision Logic: Define data-driven routing rules for Wholesale, Retail, and Export to maximize vehicle value.
• Operating Rhythm & Strategic Projects: Run business reviews, OKR tracking, and cross-functional initiatives from concept through execution.

What we’re looking for: 

• Education: Minimum High school diploma or equivalent
• Experience: 5+ years of experience in strategy/management consulting, investment banking, corporate development, or 5+ years at a high-growth technology company in a BizOps, or pricing operations role. 
• Willing to commute to our headquarter in downtown Toronto (60 Adelaide Street East); remote candidates will not be considered.
• Analytical mindset (“good with the numbers”) + execution-driven attitude (not afraid to “roll up your sleeves and get your hands dirty”).
• Excellent communication and interpersonal skills, with the ability to build relationships and work effectively across teams and levels of the organization.
• Experience in a high-growth, fast-paced, and operationally intensive environment.
• Experience or interest in auto and/or consumer financing is a bonus - but you can expect to learn on the job.

Why you’ll love it at Clutch: 

• Autonomy & ownership – opportunity to build your process and influence the company workforce and at every level.
• Help shape the future of car buying and selling in Canada by leading a critical part of our customer experience.
• We are dedicated to attracting and retaining top talent with top-of-market compensation packages.
• Above market health & dental benefits.

Employment Type:

• New, Permanent Full-Time

Compensation & Benefits:

• Salary Range: 
  
  • Sr. S&O: $130k-$150k (plus equity)
• Benefits: Comprehensive benefits plans include healthcare, dental care, vision care, prescriptions, life insurance and dependent coverage; start from day 1. (Applicable for Permanent Full-Time)
• Pay decisions reflect objective criteria: skills, performance, market benchmarking, responsibilities and working conditions.

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email talent@clutch.ca.