Job description
Travel is not just about the destination; it’s about every memory made along the way. We are dedicated to shaping the future of travel by partnering with 200+ airline, hospitality, cruise, passenger rail, and financial services companies to create new, meaningful revenue streams through incredible customer experiences. Rooted in our core values of being ambitious, innovative, and collaborative, we are driven to continuously raise the bar, exceed expectations, and bring out the best in everyone, fostering a culture where we believe we are better together, working towards an extraordinary future in travel. Come help us transform everyday travel into extraordinary experiences.
ABOUT THE ROLE:
We are seeking a Senior Financial Analyst to join our Financial Planning & Analysis team with a primary focus on conducting modeling, research and analysis that supports the Points business unit. You will help identify and analyze evolving loyalty market conditions, loyalty program innovations, and competitive landscapes.
We’re looking for a candidate with high attention to detail, an analytical thought process, and exceptional problem-solving skills. As the Senior Financial Analyst, you will be responsible for:
Research
-Market & Competitor Analysis: Research loyalty programs, competitor performance, and market trends to keep us competitive.
Internal Data Exploration: Deep-dive into company data to find trends and opportunities related to points issuance, redemption, and costs.
-Own and update market sizing file: Maintain and update the market sizing file to support strategic planning and identify new growth areas.
Forecasting, Modeling & Planning
-New Partner Pipeline: Forecast revenue potential for new partners by researching market data and building models.
-Existing Partners: Manage the monthly forecasting and annual planning for our current Platform partners, ensuring financial targets and KPIs are met
-New Product Business Cases: Work with product & marketing teams to build comprehensive financial models for all new points-related products and features, including projections for revenue, costs, and ROI.
-Lead FP&A Prioritization meetings: Facilitate meetings with the Business Development team to align on financial priorities and track contract progress
Performance Monitoring & Ad Hoc Analyses
-Performance Investigation: Analyze historical financial data to understand what’s driving our performance and investigate any variances from our plans
-Risk & Opportunity Analysis: Proactively identify and quantify financial risks and opportunities to help the business make informed decisions
-Post-Launch Analysis: Conduct post-mortems on new products to measure performance against initial projections.
-Ad-Hoc Support: Conduct on-demand financial analyses to support strategic decisions, such as evaluating new partnerships or the profitability of products
YOU ARE SOMEONE WITH:
-Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA and/or professional certification (CPA, CFA) is a plus.
-5+ years of progressive experience in a financial planning & analysis (FP&A) role, with a strong preference for experience in a loyalty program, e-commerce, or technology-focused company.
-Proven experience in building and maintaining complex financial models, budgets, and forecasts.
-Strong analytical skills with the ability to translate complex data into actionable business insights.
-Excellent communication and presentation skills, with the ability to effectively partner with and influence senior leaders.
-Advanced proficiency in Microsoft Excel and PowerPoint. Experience with financial planning software (e.g., Adaptive) and business intelligence tools (e.g., Tableau, Looker) is highly desirable.
-Demonstrated ability to work independently, manage multiple priorities, and meet tight deadlines in a fast-paced environment.
-Intellectual curiosity and a passion for understanding business drivers and identifying opportunities for improvement
WHAT YOU’LL LOVE ABOUT US:
🏦 RRSP/401(k) Matching
🏥 Comprehensive Health Plans
📅 Flexible Paid Time Off
✈️ Travel Experience Credit
🧘 Annual Wellness Credit
🥗 Team Events and Monthly Lunches
💻 Home Office/Commuter Credit
🌅 Work From Anywhere Program
🍼 Parental Leave Top Up
🌍 Adventure Pass
OUR PROCESS:
Plusgrade is an equal-opportunity employer and is committed to providing an accessible recruitment process. We welcome applications from all qualified individuals and are committed to equal employment opportunities regardless of gender identity or expression, race, ethnic origin, creed, place of origin, age, sex, marital status, physical or mental disability, sexual orientation, and any other category protected by law. Upon request, we will provide accommodation for applicants with disabilities.
We believe in diversity and inclusivity and that is why our interview process is designed for a positive candidate experience and to ensure every candidate is evaluated equally. All applications will be reviewed by our Talent Team and the successful candidate(s) will go through the following recruitment process:
• Recruiter Phone Interview
• Hiring Manager Interview
• Take-home Assessment or remote coding exercise (if applicable)
• Team Interview
All candidates will be provided with feedback regardless if they pass or didn’t pass any of our interview stages. All your information will be kept confidential.
