Job description
We’re looking for a highly motivated and detail-oriented Senior Financial Analyst to join our FUN-ance Team (yes, that’s what we call ourselves!). This role is perfect for someone who loves a mix of day-to-day accounting operations and forward-looking financial strategy. You’ll play a key role in ensuring financial accuracy, driving insights, and supporting Coconut’s continued growth as a high-performing Canadian B2B SaaS company.
While we welcome applications from across Canada, we are headquartered in Saskatoon, Saskatchewan, and would be especially excited to hear from Saskatoon-based candidates. That said, we’re committed to hiring the best person for the role, and qualified candidates from anywhere in Canada are strongly encouraged to apply.
YOU’RE FIRED UP TO
- Support the preparation and review of monthly financial statements in accordance with ASPE.
- Perform reconciliations, journal entries, and ensure accurate SaaS revenue recognition under ASPE.
- Assist with annual audit, tax filings, and external reporting requirements.
- Maintain accuracy of general ledger accounts and uphold internal controls.
- Support monthly close and reporting cycles, ensuring accuracy and timeliness.
- Develop and manage KPI dashboards, and reporting to provide clear financial insights.
- Partner with department leaders to coordinate and consolidate inputs for the annual budget.
- Conduct variance analysis and identify key financial trends to support decision-making.
- Build and refine financial models to guide business decisions.
- Optimize and implement accounting & FP&A systems to enhance automation and efficiency.
- Collaborate cross-functionally with Marketing, Sales, and Product to align financial plans with business priorities.
- Lead or contribute to process improvements that streamline reporting and analysis.
- Provide ad-hoc financial insights and support special projects as needed.
WHAT YOU BRING TO THE TEAM
- CPA designation (required).
- 3-5+ years of progressive experience in financial analysis, FP&A, or corporate accounting.
- Experience at a Big Four accounting firm or in public accounting is considered a strong foundation for success in this role.
- Strong understanding of ASPE accounting standards and operational finance.
- Experience in SaaS or software/technology environments is considered an asset.
- Advanced Excel and financial modeling skills; experience with ERP and FP&A tools preferred.
- Prior experience in FP&A and annual budgeting is an asset.
- Exceptional analytical ability, attention to detail, and sound professional judgment.
- Clear and confident communication skills with the ability to partner effectively across teams.
- A proactive approach, juggling competing priorities with focus and flexibility.
- You’ve got serious finance chops and an easygoing spirit; you know your debits from your credits and your coconuts from your palms
Our Investment in You:
- Find your flow with Cabana Days. We offer flex-time and flex-days so you can recharge and be your best self. We empower our team to prioritize their well-being, knowing that a well-rested team is a productive one. While we offer this flexibility, our commitment to service excellence is unwavering. This benefit comes with a shared responsibility: our customers are our top priority. We ask that you remain available and responsive on flex-days, as needed, to ensure our customers’ needs are always met promptly.
- Ability to do your job in a supported, but still flexible environment
- Supported professional development, learning & career opportunities - be supported in your growth journey!
- Regular 1:1 coaching with your leader and regular connection to a passionate executive team
- Work in a team big enough for growth but lean enough to make a real impact
A full range of benefits to keep you happy & healthy;
Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
Virtual mental health and EAP platform
WealthSimple GRSP & Matching
Annual Wellness Benefit ($1000 per year)
Opportunity to work remote - anywhere in Canada!
Employee Options - everyone shares in our success!
Internet Subsidy on each paycheck
Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
A People First Company - 4.4 rating on Glassdoor
Recently named ”Most Admired Corporate Cultures” and ranked #6 in “Best Workplaces in Canada” in company size category
Who we are, and what we do:
Mission Match customers with the right expert, at the right time, so no opportunity is lost.
Values C ollaboration. H onesty. E mpathy. E levate. R esilience. S ervice Excellence.
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.
To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.
Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people live and work in an environment of diversity, equity and inclusion and workplace belonging.
Some recent awards we’re proud of include:
Coconut Software is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. We are committed to meeting the needs of people with disabilities in a timely manner, and will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005.
