Finance & Operations Manager

Posted Yesterday
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Toronto, ON, CAN
In-Office
Mid level
Artificial Intelligence • Fintech • Software • Financial Services
The Role
Lead budgeting, forecasting, and KPI reporting; build financial models and manage cash flow. Oversee month-end close, vendor contracts, audit readiness, and financial controls. Evaluate financial tools, drive cross-functional planning and process improvements, manage operational staff and workplace experience, and support board reporting and strategic initiatives.
Summary Generated by Built In
About Feathery

Feathery automates data intake workflows for insurance and wealth management firms. Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, and automated account openings.

With rapid revenue growth and expanding enterprise demand, we’re scaling our internal operations to support the next phase of company growth.

Why We’re Hiring

As Feathery grows, operational and financial complexity grows with it — across revenue planning, cash management, vendor oversight, compliance, and cross-functional execution.

We’re hiring a Finance & Operations Manager to build and own the financial and operational backbone of the company. This role is ideal for someone with strong financial training who wants broader strategic exposure and meaningful ownership inside a high-growth B2B SaaS company.

You’ll act as a strategic partner to leadership while ensuring day-to-day financial discipline and operational excellence.

About the Role

This is a high-ownership role that blends:

  • Financial planning and analysis

  • Operational systems and process design

  • Cross-functional execution

  • Team and administrative oversight

You’ll zoom out to drive long-term financial strategy and zoom in to ensure operational rigor across the business.

What You’ll DoFinancial Strategy & Planning
  • Lead annual budgeting and quarterly forecasting processes

  • Build and maintain financial models to support strategic decision-making

  • Own company-wide KPI reporting (ARR, CAC, burn, runway, gross margin, etc.)

  • Manage cash flow planning and capital efficiency

  • Support board reporting and investor materials

  • Partner with leadership on pricing, hiring plans, and investment decisions

Financial Operations & Controls
  • Oversee month-end close in partnership with external accountants

  • Implement scalable financial controls and reporting systems

  • Manage vendor contracts and expense oversight

  • Ensure audit readiness and regulatory compliance

  • Evaluate and implement financial tools (ERP, procurement systems, etc.)

Cross-Functional Operations
  • Drive company planning rhythms (quarterly planning, KPI reviews, goal tracking)

  • Act as operational connective tissue across Product, Sales, Marketing, and Engineering

  • Identify process inefficiencies and implement improvements

  • Support strategic initiatives and executive special projects

Administrative & Team Management
  • Manage operational staff (e.g., Office Manager and administrative support)

  • Oversee facilities, workplace experience, and vendor relationships

  • Maintain internal documentation, compliance standards, and policy governance

  • Support onboarding and operational enablement for new hires

About You
  • 3+ years of experience in operations, finance, consulting, or similar roles

  • Strong financial background (FP&A, investment banking, corporate finance, startup finance, or similar)

  • Proven ability to manage budgets, forecasts, and financial reporting

  • Experience working cross-functionally in high-growth environments

  • Comfortable managing administrative or operational team members

  • Highly organized with strong project management skills

  • Analytical and data-driven, with strong Excel/financial modeling capabilities

  • Clear communicator who can influence across teams

Bonus
  • Experience at a high-growth B2B SaaS company

  • Familiarity with enterprise sales motions or regulated industries

  • Experience implementing operational systems (ERP, HRIS, procurement tools, etc.)

What We Offer
  • Competitive compensation and equity

  • Health, dental, and vision coverage

  • Unlimited PTO

  • Downtown Toronto office location

  • Office snacks and lunches

  • A supportive, low-ego team that values ownership and growth

  • Company offsite to connect and recharge

Feathery is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We’re committed to building an inclusive team and provide reasonable accommodations upon request.

Skills Required

  • 3+ years of experience in operations, finance, consulting, or similar roles
  • Strong financial background (FP&A, investment banking, corporate finance, startup finance, or similar)
  • Proven ability to manage budgets, forecasts, and financial reporting
  • Experience building and maintaining financial models; strong Excel/financial modeling capabilities
  • Experience working cross-functionally in high-growth environments
  • Experience overseeing month-end close and working with external accountants
  • Comfortable managing administrative or operational team members
  • Highly organized with strong project management skills
  • Clear communicator who can influence across teams
  • Experience at a high-growth B2B SaaS company
  • Familiarity with enterprise sales motions or regulated industries
  • Experience implementing operational systems (ERP, HRIS, procurement tools)
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The Company
27 Employees
Year Founded: 2021

What We Do

Feathery is an AI-powered, low-code data intake platform that enables product teams and financial firms to build customizable, developer-friendly forms and automated workflows. By automating client onboarding and risk assessment, Feathery streamlines data collection for critical industries, including financial services, insurance, and healthcare. The platform focuses on simplifying complex data intake processes and ensures seamless data synchronization across various corporate systems.

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