Senior Financial Analyst

Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should possess strong analytical skills and experience in financial planning and analysis (FP&A). A background in fintech or a related industry is preferred. Experience with FP&A tools like Vena is a plus. The ideal candidate is customer-minded and eager to build for scale.

Responsibilities

The Senior Financial Analyst will analyze financial performance drivers, identify trends, and conduct root-cause analysis to inform forecasts. They will support budgeting, forecasting, and planning cycles, improve financial models, and distill complex trends into executive-ready insights. This role involves collaborating with stakeholders to uncover performance drivers, potentially leading FP&A platform automation, and building scalable planning infrastructure.

Skills

Financial Analysis

FP&A

Budgeting

Forecasting

Month-end Reporting

Data Analysis

Financial Modeling

Stakeholder Management

FX Revenue Analysis

Float Revenue Analysis

Working Capital Forecasting

Plooto

Payment automation platform for businesses

About Plooto

Plooto offers a payment automation platform that helps businesses manage their payable and receivable workflows more efficiently. The platform connects with popular accounting software like QuickBooks, Xero, and NetSuite, allowing for automatic reconciliation of invoices. This integration simplifies financial processes, making it easier for businesses to handle payments at scale. Unlike many competitors, Plooto provides a comprehensive solution that combines various payment capabilities in one platform. The goal of Plooto is to empower businesses to streamline their financial operations and support their growth by making payment management easier.

Toronto, CanadaHeadquarters

2015Year Founded

$28.2MTotal Funding

SERIES_BCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Risks

Increased competition in payment automation could threaten Plooto's market share.

Economic downturns may reduce SMB spending on Plooto's subscription services.

Plooto's reliance on third-party integrations poses risks if partners change their platforms.

Differentiation

Plooto offers seamless integration with QuickBooks, Xero, and NetSuite for automatic reconciliation.

Plooto's dual controls and single sign-on enhance security for scaling businesses.

Plooto provides a unique all-in-one payment automation solution for Canadian midsize enterprises.

Upsides

Plooto's recent $20M Series B funding supports its growth and platform enhancement.

The rise of remote work boosts demand for Plooto's cloud-based financial solutions.

Embedded finance trends offer Plooto opportunities to expand its market reach.

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