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Plooto

Strategic Finance Lead

Plooto

. Own driver-based financial models for supported business areas .

Posted 9/24/2026full-timeRemote • CanadaSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in strategic finance and financial modeling, with a strong focus on SaaS metrics and payments economics. Proficient in SQL and Excel for data analysis and forecasting, while effectively communicating insights to diverse audiences.

Highest-signal resume keywords
Strategic FinanceFinancial Planning & Analysis (FP&A)SQL Data PipelinesSaaS Metrics KnowledgeAdvanced Excel Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingForecastingData AnalysisSQLExcelDriver-Based ModelingPayments EconomicsSaaS MetricsAutomationBudgeting
Soft Skills
Exceptional CommunicationPartnering InstinctJudgmentAnalytical ReasoningCollaboration
Tools & Technologies
DatabricksFP&A Planning ToolsAI Tools
Industry Keywords
FintechRecurring-Revenue BusinessTransaction EconomicsChurnCustomer Acquisition Cost (CAC)Lifetime Value (LTV)

Tech Stack

Tools & technologies
Ruby on RailsSQL

About the role

Key responsibilities & impact
  • Own driver-based financial models for supported business areas
  • Embed with GTM, Product, and potentially Payments Strategy, Risk, and Operations teams to challenge assumptions, frame tradeoffs, and advise decisions
  • Forecast subscriber metrics, TPV, and revenue by product line and payment rail
  • Investigate metric movements, explain their causes, assess whether changes are favorable or concerning, and recommend actions
  • Connect function-level models to the central company budget and operating plan
  • Build and maintain live SQL data pipelines from Databricks or a similar warehouse into models
  • Help modernize planning infrastructure through tooling, automation, or architecture
  • Distill complex analysis into clear stories for executive, board, and investor audiences
  • Partner with the Senior Financial Analyst to maintain coherent forecasting, budgeting, and reporting
  • Help define how finance partners with the business as the function grows

Requirements

What you’ll need
  • 7+ years in strategic finance, FP&A, or business analytics, ideally in fintech, SaaS, or another recurring-revenue business
  • Knowledge of payments or transaction economics, including take rate, transaction mix across rails, cost per transaction, and volume-to-revenue conversion
  • Practical knowledge of SaaS metrics including ARR, MRR, churn, CAC, payback, and LTV
  • Hands-on SQL against a warehouse such as Databricks, wired into Excel for live-refresh workflows
  • Advanced Excel and driver-based modeling
  • Ability to reason about causation versus correlation and evaluate experiments
  • Exceptional communication skills for technical, non-technical, and business-leader audiences
  • Partnering instinct and judgment to prioritize work and clearly decline requests when necessary
  • Ability to use AI tools to automate analytical workflows
  • Experience helping select or implement FP&A planning tooling

Benefits

Comp & perks
  • Inclusive workplace commitment
  • Accommodation throughout the recruitment process in accordance with applicable accessibility legislation