Job description
At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.
With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.
At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.
Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.
**Travel to Office expectations**
For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.
For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.
Position Summary:
The Director of FP&A is a strategic and operationally minded individual leading our planning, forecasting, and performance management processes. This role will partner closely with Vice President of FP&A and cross-functional leaders to drive financial rigor, optimize resource allocation, and support data-driven decision-making. In a SaaS environment, this leader will be required to have a good understanding of ARR/MRR reporting, customer economics, unit economics, and insights that inform growth, retention, and profitability.
The ideal candidate will have experience in financial modelling and management of several complex FP&A cycles (budgeting, forecasting), as well as a focus on data, systems, and business insights. They will also have a proven track record of leveraging financial modelling and scenario analysis to identify underlying drivers of business growth, and of demonstrating the ability to effectively partner with business teams across Sales & Marketing, General & Administration and Product and Engineering in strategic analysis, KPI reporting and operational improvements. In addition, experience with long range forecasting is a plus.
Experience in designing and building presentations for senior/executive level business leaders and private equity investors is key to success. Ability to consolidate various financial data and present to those interested parties to help drive strategic direction and modifications where needed.
In addition, you will provide financial information, tools, analysis, and insights to help drive operational excellence and execution against business objectives. Through collaboration with team members throughout the business, this person will be asked to gain an understanding of the market, strategic objectives, and operational challenges. Using this understanding to design, implement and execute on integration, reporting and KPI initiatives, driving efficiency, accuracy and visibility into performance, trends, areas for development, and other meaningful metrics.
Key Responsibilities:
- Strategic Planning, Budgeting and Forecasting:
- Lead the company’s annual operating plan, long-range plan, quarterly forecasts, and rolling outlooks.
- Build and maintain integrated SaaS financial models, including ARR/MRR waterfalls, retention/expansion forecasts, sales capacity planning, headcount planning, and scenario modeling.
- Own company topline and expense forecasting, ensuring accuracy, timeliness, and alignment with strategic goals.
- Develop robust financial models and scenario analysis to evaluate business decisions and strategic initiatives.
- Establish and maintain planning calendars, templates, and processes.
- Own and deliver monthly and quarterly forecasts, including variance analysis versus budget and prior periods.
- Prepare and present executive-level reporting packages that translate financial results into actionable insights including highlighting SAAS metrics including ARR, MRR, CAC, LTV, Rule of X, payback period, and gross/net retention, etc….
- Analyze performance drivers across the customer funnel and identify leading indicators of growth or risk.
- Identify emerging trends and risks, proactively recommending mitigation actions.
- Business Partnership:
- Serve as a strategic thought partner to the VP of FP&A and other members of business leadership team.
- Partner with GTM, Product, Engineering, and Operations leaders to develop budgets, evaluate investments, and measure ROI.
- Provide insights on customer acquisition, churn drivers, product performance, and operational efficiency.
- Serve as a trusted advisor to functional and operational leaders, supporting strategic planning and performance management.
- Provide financial guidance for investment proposals, new initiatives, pricing decisions, and cost optimization.
- Support business leadership with investment cases, headcount planning, and roadmap prioritization.
- Support leadership in understanding financial drivers, KPIs, and performance metrics.
- Reporting & Analytics:
- Oversee monthly and quarterly management reporting, financial dashboards, KPIs, variance analysis, and commentary.
- Develop executive-level presentations for the board, investors, and leadership.
- Ensure consistency and accuracy in SaaS metrics (ARR, NRR, CAC, LTV, payback, gross margin, cohort analysis, etc.).
- Process Improvement & Systems:
- Implement best practices to improve FP&A processes, tools, and data integrity.
- Partner with Accounting and other teams to streamline month-end close and reporting workflows.
- Leverage financial systems to enhance forecasting accuracy and efficiency.
- Decision Support:
- Evaluate strategic initiatives such as new product launches, pricing changes, M&A, partnerships, and international expansion.
- Construct business cases with clear assumptions, risks, sensitivities, and expected outcomes.
- Establish frameworks for prioritization across investments, resourcing, and capital allocation.
- Operational Finance Leadership:
- Build and scale FP&A processes, tools, and systems to support a growing SaaS business.
- Drive automation and continuous improvement across reporting, planning, and analysis workflows.
- Lead and mentor a high-performing FP&A team; recruit and develop top finance talent.
Required Experience:
- 8-10+ years of progressive experience in FP&A, corporate finance, or strategic finance; SaaS or subscription business experience required.
- Investment banking or equivalent experience preferred
- Healthcare experience is a plus
- Bachelor’s degree in Business, Finance, Accounting, or related
- MBA or a financial designation is a plus
- Deep understanding of SaaS metrics, unit economics, GTM motions, and revenue forecasting.
- A growth mindset, a builder’s mentality, and a proven track record for execution
- A willingness to understand and work a process from end to end
- Expert modeling and analysis skills in Excel/Sheets; familiarity with FP&A tools such as Adaptive Insights, Anaplan, or Mosaic is a plus.
- Excellent communication skills with the ability to translate complex data into clear recommendations for executives. Proven success leading diverse teams through multiple Change Management initiatives.
- Advanced understanding of different financial and management reporting principles and frameworks, and deep knowledge of financial accounting practices pertaining to data flows for FP&A system outputs
- Ability to thrive and navigate effectively through change and ambiguity in a fast-moving, complex business environment.
- Advanced MS Excel skills, with experience working with PivotTables and Power BI
- Highly outcome-focused, with the proven ability to work with challenging deadlines and deliver on commitments.
- Experience with various tools manipulating and modelling large quantities of data to derive actionable insights actionable business insights.
$162,000 - $180,000 a year
At PointClickCare, base salary is one of the many components that make up our total rewards package. The Canada base salary range for this position is $162,000 - $180,000 + bonus + equity + benefits, non-overtime eligible. Our salary ranges are determined by job and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all Canada locations. Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location. Your recruiter can share more information about our total rewards package during the hiring process.
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PointClickCare Benefits & Perks:
Benefits starting from Day 1!
Retirement Plan Matching
Flexible Paid Time Off
Wellness Support Programs and Resources
Parental & Caregiver Leaves
Fertility & Adoption Support
Continuous Development Support Program
Employee Assistance Program
Allyship and Inclusion Communities
Employee Recognition … and more!
It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, PointClickCare uses AI tools to assist with candidate screening and assessment.
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